Mobile CRM App
Client
Role
Project Leading |
UX/UI Design
Year
2017
Build a smarter mobile CRM sales tool for Audi, enhancing pipeline visibility, streamlining workflows, and driving overall sales efficiency.
Transforming sales workflows into smarter, faster, and more connected experiences from lead to conversion.
Manage leads more efficiently with upgraded tools that streamline marketing stages and support smarter schedule management.
Assign, track, and manage leads seamlessly across the sales pipeline, from first contact to successful conversion.
A clean, intuitive calendar built for dealers to manage every appointment with ease.
Track performance over time to gain actionable insights that improve the sales process and accelerate overall growth.
The project followed a structured waterfall process, progressing step by step from research to final delivery.
Research, Analysis, and Solutions
Research Method: Interview and Shadowing Beginning of the project, we started user research to clarify the issue and set executive plans. Because Audi M-CRM is mainly for the dealers in Audi showrooms, focus group interviews, stakeholder interviews, and shadowing have been conducted.
Wireframing
Created detailed wireframes defining all core functionalities and design specifications, serving as a clear guide for the UI design team.
Design
Handed off detailed UX documentation to the UI design team and led the next phases, including development, design QA, and project management.
This project delivered a fully integrated mobile CRM that enhanced pipeline transparency, optimized workflows, and simplified lead tracking. By connecting dealers, managers, and customer data within one streamlined system, Audi improved sales efficiency and reduced management complexity across its network.