CRM interface design

At UX Design Agency by Plug & Play, our team are highly experienced in providing creative leadership for CRM interface design projects. Our designs achieve key client goals such as reducing time to resolution on customer service calls, increasing customer satisfaction and improving system adoption. We provide value by leveraging our years of experience working with similar businesses with similar challenges and goals. We deliver key actionable insights to transform your CRM interface into a system that staff and customers want to use.

The CRM design process

The process typically starts with a review of the current system to identify key blockers and create a strategy to overcome these within the new CRM design. The new user flows are mapped out in interactive wireframes to review the proposed new structure and touch points. After a number of rounds of feedback, the wireframe fidelity will be increased before handing over to the development team to implement.

 

 

 

 

Rapid CRM design and development

We create CRM systems that people actually want to use.

UI Design

A new CRM interface to simplify employee onboarding and reduce time to resolution on calls.

Utility Warehouse, a large utility provider.

Smartr365 view of the desktop kanban dashboard

An improved user interface to streamline the mortgage application process.

Legal & General, Smartr365.

UI Design for EightCap

Streamlining the customer onboarding process with UI design and gamification.

EightCap, an FX & CFD Broker.

working on a customers order dashboard

An internal CRM overhaul to improve customer service efficiency.

My Optique Group, an online retailer, manufacturer and distributor.

Qa Test analyst discussing website progress with a developer

Transforming internal and customer facing CRMs

We often find that businesses struggle with CRM adoption because systems are slow, difficult to use and overly burdensome. Before you know it, teams create work arounds outside of the system and the problems become permanent.

Whether your system has been built internally or has been delivered on software such as Salesforce or Microsoft Dynamics, we can work with your product, development and customer service teams to increase adoption and customer satisfaction levels.

Conor Murphy

“Plug & Play really got to grips with our complex financial products, processes and users – highly recommended”

Conor Murphy

Conor Murphy, CEO

We make CRM systems more efficient

We’ve worked with a number of clients to improve the efficiency of their call centre teams. Their goals were to increase customer satisfaction and decrease operational costs.

We conducted user interviews to identify meaningful interface improvements. By combining these insights with our extensive knowledge of user experience we created a streamlined interface for call handling. We successfully increased call efficiency and decreased time to resolution which lead to shorter call queues. The resource needed to train new team members on the system also decreased.

 

 

Cactus in a pot digital product innovation meeting Writing code while developing a website

CRM design

Our experienced CRM interface designers work closely with stakeholders and end users to evaluate interface performance and consolidate the needs of your users with your business goals. They will lead the workshopping process, highlighting key blockers and opportunities within the user flow and recommending changes that will transform usability and performance.

Capabilities

  • Workshops
  • User journey mapping
  • User assessments
  • Analysis / statistical assessment

Creating the CRM user experience

Our design team create low-fidelity interactive wireframes to bring the new user journeys to life. After a number of iterations to hone the user flow and important touch points, we increase the fidelity of the designs. We do this by incorporating brand, animation and interactive elements to engage users and provide an impactful experience.

Capabilities

  • Wireframe design
  • Clickable prototypes
  • High-fidelity design
  • Interaction design
London Office break room table football
web developers in the guildford office

CRM design and development

We coordinate with internal development teams to ensure that the final user experience is faithfully delivered in line with the designs.

Many of our clients have front-end development resource in-house, however we offer technical leadership and front-end development to clients needing to accelerate their time to market or without front-end resource.

Capabilities

  • Developer briefing
  • Technical leadership
  • Front-end development
  • Quality assurance

CRM Design Case Studies

Smartr365 user interface

Legal & General – Smartr365

UX / UI design and Angular front-end for a fintech platform.
UI design for Utility Warehouse

Utility Warehouse

Designing a scalable User Interface Framework for a large public utility brand.
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