My Leads
CRM Feature for Travel Agents
2018
Customer Relationship Management tool for travel agents to manage the flow of travel leads forwarded by Tripoto. The tool enables travel agents to work on travel leads and distribute them among their subordinates.​
field
UI, UX
client
Sales Vertical, Tripoto
Objective
Redesign based on usability testing and addition of new features based on business requirements.
User Group
Travel agents with low to medium knowledge in the use of computers.
Tools Used
User interviews
Usability testing
Card Sorting
Screen recording
Pen and paper
Sketch
Figma
Highlights
Kanban Style Approach to visually depict work at various stages of the process
Grouping relevant information together and setting hierarchy of information. Card sorting was conducted to validate the above
Adding nudges to persuade the user to finish pending tasks
Process Followed
1
Usability testing of the old design to identify problems in the flow
4
Low Fidelity Prototype
Information Architecture and Wireframing
2
User interviews to understand the process of managing travel leads in order to replicate it in the product
5
Card Sorting to group information and create primary, secondary, and tertiary levels of information and actions.
3
Secondary research:
Studied a few CRM rules in order to get more insights
6
High Fidelity Design
Challenges
-
We had to make certain that our audience easily adapts to the overhauled product. To ensure this, I decided to keep the colours, icons and CTAs similar to the old design.
-
The user group consists of low to medium informed people in the use of computers, so we decided to make video tutorials and presentations on how to use the new tool instead of making walkthroughs in the product itself.
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Designing this product feature on our Mobile Application: The objective was to keep the design language consistent and provide a shallow learning curve for the users.
Design for Desktop
Design for Mobile Application
