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Designing a Modern CRM

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Designing a Modern CRM

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Nutshell is a next-generation tool that helps sales team better manage their leads, accounts, and contacts. Tyler was the original designer of Nutshell leading up to its 1.0 release in November 2010. This talk was presented at the London ProductTank meetup in April 2011.

Nutshell is a next-generation tool that helps sales team better manage their leads, accounts, and contacts. Tyler was the original designer of Nutshell leading up to its 1.0 release in November 2010. This talk was presented at the London ProductTank meetup in April 2011.

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Designing a Modern CRM

  1. 1. Designing a modern CRM by @TylerTate
  2. 2. ? Why another CRM?
  3. 3. Lone ranger CRMs Do a few things well
  4. 4. Enterprise CRMs Do lots of things really poorly
  5. 5. Product Owner Designer Developer
  6. 6. The design timeline
  7. 7. month 1 Sketching Nov ’09
  8. 8. month 2 Wireframing
  9. 9. months 3-4 Mocking-up
  10. 10. months 5-10 Getting on with it
  11. 11. months 11-12 Marketing
  12. 12. 1 Year Launch! Nov ’10
  13. 13. months 13-16 Refine
  14. 14. Design challenges
  15. 15. 1. Balancing brevity and clarity
  16. 16. 2. Designing for context
  17. 17. Design challenges
  18. 18. 3. Mobile: designing in parallel
  19. 19. 4. Search
  20. 20. 5. Sales process builder
  21. 21. ★ Always allow people to browse ★ Carefully choose what to aggregate ★ Be cautious about introducing extra steps ★ Build fewer features pre-launch ★ Get user feedback earlier
  22. 22. ★ Value collaboration ★ Stay on paper ★ Think mobile early ★ Design for context ★ Pay attention to the details
  23. 23. Designing a modern CRM by @TylerTate

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