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CRM + reporting
Customer operations hub
A CRM and reporting concept that brings sales, customer and operations information onto a single screen.
Problem and scope
When customer information is scattered across spreadsheets, messages and tools, the team keeps answering the same questions over and over.
Solution approach
We model processes around the way the team works and bring customer records, tasks and reports into one structure.
Screens
Sample data
Deliverables
- Process map
- CRM interface and data model
- Report and dashboard design
- Integration plan for existing tools
Proposed scope
- Sales pipeline and customer card
- Task and notification flow
- Management reports