Sogol CRM

The Sogol CRM app aims to enhance users' sense of connection within their digital workspace. It provides a simplified, gamified, and unified experience to assist companies struggling with their CRM solutions. Our goal is to deliver a solution that is both enjoyable and practical. We will measure effectiveness through qualitative feedback from our users. For far too long, CRM apps have been dominated by an excess of tools and a lack of usability. Most CRM apps resemble cluttered garages of hoarders. While each tool may serve a specific purpose, the question arises: is it necessary to have such an overwhelming array of tools at our disposal? This abundance can create cognitive clutter in an already busy world. Our objective has always been to simplify and gamify the experience within the sales field. Sales is an interactive and enjoyable profession, and our apps aim to reflect this dynamic nature of work.

As a new UX/UI designer, I was struggling to find spaces within the field that needed improvement. When examining my past and areas of expertise I found that customer relations was a field that needed a revamping! I took my knowledge of sales and customer relations and mashed it with my love for human interaction and design to lovingly create this app. During the process we used multiple research tools to figure out the best configuration of our digital space and curate it towards young sales people on the go!

As a busy sales representative Shantelle Lewis would like to flexibly manager her clients on the go and decrease errors so that she can earn more and advance her life and career. She is still paying her students loans back and often uses her phone for many different tasks throughout the day.

After creating the paper wireframes and digital wireframes, it was time to transition to the hi-fidelity mockups. These mockups are the ones that will be used for testing in the first usability study. I stayed true to the original form of the wireframes in order to stay consistent during the iterative process. Based on the information taken from the usability study we can safely say that most clients want a few more tasks to complete within the app and for the CTA buttons to be more recognizable. They also appreciated the a bit of artistic touch and the ease of interaction. Below are examples of a few changes made with the feedback received during the usability study.

My favorite way to start a design is with some rough sketches. It allows you to feel like success is not the goal but just creation in general. When going through this quick iterative process there can be a lot of useful designs that come forward and be useful in future designs. Paper wireframes are a quick and cheap way to get out different ideas regarding a design. With this project that was no exception as I took to pencil and paper first. Here I explore the different ways to we navigate from the login screen to the dashboard to the contact addition page.

As a new UX/UI designer, I was struggling to find spaces within the field that needed improvement. When examining my past and areas of expertise I found that customer relations was a field that needed a revamping! I took my knowledge of sales and customer relations and mashed it with my love for human interaction and design to lovingly create this app. During the process we used multiple research tools to figure out the best configuration of our digital space and curate it towards young sales people on the go!

The biggest consideration in the accessibility within the app would have to be the use of icons and imagery. When needing to make quick and speedy choices the accessibility option leads to successful outcomes more-so than not. Another accessibility option that I considered was the timing of the animated interactions. There are some standards that are available and I tried to follow the guidelines for these standards. Last accessibility option that I considered was the color scheme within the application. The colors that have been used follow a11y accessibility standards.