DRAG
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CRM Design

Client
Aloberto
Category
CRM Design
DURATION
2 MO
YEAR
2021

The challenge

The main challenge of this project was to create a CRM that would meet the needs of a diverse user base, including students, educators, and professionals. The CRM needed to be easy to use and navigate, while also providing a comprehensive set of features that would be useful for learners of all levels. Another challenge was to design a dashboard that would display a wide range of data in a clear and organized way, while also being visually appealing and engaging.

The goal

The goal of this project was to design a CRM that would help users to track their learning progress and manage their courses and skills in one place. The CRM needed to provide an intuitive dashboard that would display the user's course progress, skill development, and other relevant information. The primary goal was to create a user-friendly and efficient tool that would help users to manage their learning journey more effectively.
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USer research

User research is an essential part of the design process, as it helps us to understand the needs, goals, and pain points of our users. For the Aloberto CRM project, we conducted both qualitative and quantitative research to gain insights into the user's needs.

Firstly, we conducted surveys to understand the pain points and requirements of the users while using a CRM system. The survey questions were designed to understand the features that are most important to them, the problems they faced with existing CRM systems, and the tasks they perform daily.

Next, we conducted one-on-one interviews with current CRM users and people who had experience with learning management systems (LMS). These interviews were designed to gain deeper insights into their requirements, frustrations, and workflow patterns. We asked open-ended questions to understand their work processes and pain points, and to identify any missed opportunities in the current systems.

Finally, we conducted a competitor analysis to understand the strengths and weaknesses of existing CRM systems. This analysis helped us to identify what features and functionalities are necessary and essential in a CRM system.

the process

The project started with extensive user research, which included surveys, interviews, and focus groups with learners of different backgrounds and skill levels. The insights gathered from the research were used to create user personas and to inform the development of the CRM's information architecture and wireframes. We conducted several rounds of usability testing to validate the design and make necessary improvements.

Once the UX design was finalized, we moved on to the visual design phase. We developed a clean and modern design language that reflected the user's learning journey. We used colors, typography, and visual elements to make the CRM engaging and visually appealing.

The development process was closely integrated with the design phase. We worked with a team of developers to ensure that the CRM was responsive, fast, and efficient. We also made sure that the CRM was optimized for different devices and browsers.

Conclusion

The Aloberto CRM successfully achieved its goal of providing learners with a comprehensive tool for managing their learning progress. Through a human-centered design approach and user research, we were able to create a CRM that was both user-friendly and visually engaging. The project's success was due to the close collaboration between the design and development teams and the focus on meeting the needs of the user.

View Figma