CRM Navigation Redesign


Overview

Zap's low NPS and, in particular, the common mention of "not user friendly" or "difficult to navigate" have led me to develop a redesigned navigation.
 

What I Did

• Competitors website study
• Sketches
• Created prototypes
• Conducted user testing
• Analyzed user feedback, defined personas
• Iterated on designs
• Shipped new designs
• Measure redesign success
 

Competitive Studies

From the competitive studies I did on 7 CRM systems, I validated my idea of putting the global search in the top navigation is a common CRM design pattern. Click to view comparison image
 

Sketches

Prototype

Invision link: HTTPS://INVIS.IO/S36NZZCEB


Personas

I conducted user testing using the prototype I created with a team of 3 at a company conference. Having the opportunities to sit down with our real users really helped us to learn more about their behavior and needs on navigation system. Based on the user feedback we analyzed, I created the following personas:


Before and After


1. Global Search


2. My Account


3. Notification


4. Global Add

 
 

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