Old version
I worked for Verb for 3 years. This was one of the most important projects for them. My work as a UX designer was to improve data the experience from TAGG (old platform). Along with design files, I also prepared documentation, which allows team members and stakeholders to understand how the parts are working together and make sure all the decisions are implemented correctly.
Key Features:
Centralized customer view: The platform provides a single, unified view of customer interactions, allowing sales, marketing, and customer service teams to work more efficiently and effectively.
Customizable workflows: Verb LIVE CRM allows teams to customize their workflows to match their specific processes and needs.
Real-time insights: The platform provides real-time insights into customer behavior and interactions, empowering teams to make informed decisions and take proactive actions.
Integrations and APIs: Verb LIVE CRM integrates with a range of third-party tools and platforms and provides open APIs for customization and integration with other systems.
Mobile-first design: The platform is designed with a mobile-first approach, ensuring that teams can access critical customer information and take action from anywhere, at any time.
User Journey
One of the most important responsibilities was to show who our users were and how they used our platforms.
With this flow, we realized how there were limitations within the platform that caused us to have a bad user experience on mobile devices for example.
With this flow, we realized how there were limitations within the platform that caused us to have a bad user experience on mobile devices for example.
Throughout this journey, there are various touch points that could affect the user’s experience, such as the ease of use and reliability of the tool, the level of support and training available, and the quality of the analytics and reporting features. By identifying and addressing these touch points, the video CRM tool can improve the user experience and increase customer satisfaction and retention.
Wireframes
Changes and Final designs
The goal is to design and develop a comprehensive user experience for Verb LIVE CRM. This includes conducting user research to understand user needs and preferences, creating wireframes and prototypes to visualize the platform’s interface, and conducting user testing to validate design decisions.
Ensure Functionality: The objective is to create a functional CRM platform that meets the needs of sales and customer service teams. The platform should provide the necessary features and tools to empower these teams in their daily activities.
Designs for desktop
Designs for mobile
