CRM Journey (Figma)

by Rubayath Rahman

The CRM Dashboard project for Mazars Global Marketing Department aimed to revolutionize user interaction and operational efficiency in financial services. The project focused on designing an intuitive, user-friendly interface that provided real-time analytics, customizable widgets, and seamless integration with existing CRM tools. It adhered to Mazars’ branding guidelines and leveraged Google Material Design principles to ensure a consistent and professional look and feel.

User-Friendly Interface: Designed for intuitive navigation and ease of use.
Real-Time Analytics: Provides current marketing metrics and KPIs.
Customizable Widgets: Users can personalize their dashboard.
Integration: Seamless connection with other CRM tools.

Research & Analysis

Objective: Understand the specific needs and pain points of the marketing team.
Methods: User interviews, surveys, and observational studies.
Outcome: Identified key requirements and user preferences, informing the design strategy.

Wireframing

Objective: Develop initial structure and layout.
Tools Used: Figma for low-fidelity wireframes.
Outcome: Basic layout showcasing the dashboard’s primary components.

Prototyping

Objective: Create interactive prototypes.
Tools Used: Figma for high-fidelity interactive prototypes.
Outcome: Functional prototype tested with users for feedback.

User Testing

Objective: Validate design decisions and gather user feedback.
Methods: Usability testing sessions.
Outcome: Iterative improvements based on user insights.

Final Design

Objective: Polish and finalize the design for implementation.
Tools Used: Figma, Adobe Photoshop, Adobe Illustrator.
Outcome: High-quality, ready-to-implement design.

Build with
Adobe Creative Cloud
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Figma
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HTML/CSS3
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Marketo CRM
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Mazars' Design Systems
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Full Screenshots Below