Enhancing Salesforce App Usability through UX/UI Design

Impact:

This case study demonstrates the significant impact of effective UX/UI design on the usability and user experience of the mobile Salesforce app. By prioritizing user needs and leveraging data visualization, we empowered sales representatives to work more efficiently, gain valuable insights, and ultimately drive better business outcomes.

Challenge:

Sales representatives using the mobile Salesforce app faced several usability challenges:

• Difficulty in accessing and managing account and product information efficiently.

• Time-consuming manual categorization of opportunities.

• Lack of insightful spending analysis across categories and merchants.

Solution:

Our team implemented a UX/UI design overhaul of the mobile Salesforce app, focusing on:

• Centralized Information Hub: Designed a unified dashboard presenting all accounts and product credits within a few taps.

• Automated Opportunity Categorization: Implemented automated flow to categorize Record, Type, and Sub-Type categorization based on partner, category, with manual override options for flexibility.

• Interactive Spending Analysis: Incorporated interactive visualization for analyzing spending by account category, merchant, and tagging key insights with customer success.

Results:

• Increased Efficiency: Users reported a 30% reduction in time spent searching for and managing account information.

• Improved Accuracy: Automated categorization reduced manual errors by 25%, ensuring data accuracy.

• Data-Driven Decision Making: Interactive spending analysis empowered users to identify upsell opportunities and optimize customer success resource allocation.

• Enhanced Sales Satisfaction: User surveys revealed a 40% increase in satisfaction with the app's ease of use and functionality.

Key Considerations:

• Mobile-first design: Prioritized simplicity and intuitiveness for small screens and interactions.

  
  

• Data visualization: Utilized clear and concise charts and graphs for easy data comprehension.

  
  

• Actionable insights: Designed the interface to facilitate informed decision-making based on the presented data.

  
  

• Sales feedback: Conducted iterative testing and incorporated user feedback throughout the design process.