CRM
Recognizing the limitations of existing solutions, Luminarix seeks to empower SMEs in today's competitive market.
01
Designing a CRM platform that meets the evolving needs of SMEs
02
SMEs drown in customer data (multiple channels) but lack tools to turn it into insights, hindering sales and customer satisfaction.
03
Overwhelmed with insights, I needed to start prioritizing to form a strategy.
Understand key painpoints, wants and needs
Classified all insights gathered and sketched
Prioritized to show data on sales Funnnel, Acquistion channels..etc. See dashboard
04
The CRM aggregates information from different APIs concerning the customer and presents it to the founder
First he sees - information segmentation
Sales metrics: This explains customer acquisition,
This metric directly translates to your business growth.
Knowing your signup rate allows you to assess the effectiveness
of your marketing efforts and identify areas for improvement
Acquisition Channels:
Knowing where your users come from helps you allocate marketing resources effectively.
If organic search isn't driving significant traffic, you might need to invest in SEO or content marketing.
Low social media traffic could indicate a need for astronger social media presence.
Sales Funnel Anaytics: a sales funnel analytic feature equips you with the data and insights needed to fix the leaks, optimize your sales process, and ultimately convert more leads into paying customers.
During the project I realized design clarity was in research and talking to the right people. And also did a lot of iterations. I’m sure if I did more research again, I might have a few updates to the dashboard.
Play full process here
