Dashboard UI DesignCRM Software Design
Nexus Sales CRM
Demo DataDesigned an easy-to-adopt CRM around visual deal stages, customer context and clear next actions. We simplified contact entry and created consistent views for deals, tasks and reporting.
What we did
Designed an easy-to-adopt CRM around visual deal stages, customer context and clear next actions. We simplified contact entry and created consistent views for deals, tasks and reporting.
The project
Sales manager Daniel Cho needed a CRM his 28-person team would actually use. We simplified lead entry, surfaced next actions and created a visual pipeline around the team's real workflow. In the fictional eight-week pilot, CRM adoption rose from 58% to 91%, overdue follow-ups fell by 43%, and qualified deal conversion increased by 19%.
Results
Concept sales manager Daniel Cho needed stronger team adoption. The proposed solution increased recorded CRM usage from 58% to 91% and reduced overdue follow-ups by 43%.
