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Designing a Modern CRM

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Tyler Tate
Tyler Tate

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 by @TylerTate
? Why another CRM?
Lone ranger CRMs Do a few things well
Enterprise CRMs Do lots of things really poorly
Product Owner Designer Developer
The design timeline
month 1 Sketching Nov ’09
month 2 Wireframing
months 3-4 Mocking-up
months 5-10 Getting on with it
months 11-12 Marketing
1 Year Launch! Nov ’10
months 13-16 Refine
Design challenges
1. Balancing brevity and clarity
2. Designing for context
Design challenges
3. Mobile: designing in parallel
4. Search
5. Sales process builder
★ 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
★ Value collaboration ★ Stay on paper ★ Think mobile early ★ Design for context ★ Pay attention to the details
Designing a modern CRM by @TylerTate

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From Pattern to ComponentFrom Pattern to Component
From Pattern to Component
 

Designing a Modern CRM