Vision Dashboard CRM

About the CRM Integration

Vision's CRM integration was specifically tailored to enhance campaign management for performance marketing teams and their clients. This project envisioned a comprehensive overhaul of the campaign table grid home page within Convert, integrating key functionalities for managing job candidate information and enabling seamless sequencing of campaigns.

Challenge

In today's competitive marketing landscape, performance marketing teams require robust tools to manage and optimize campaigns effectively. One significant challenge is integrating a Customer Relationship Management (CRM) system into the campaign management process to enhance performance and deliver better results for clients.

Understanding the Problem

Performance marketing teams often work with multiple tools and platforms to track and manage campaigns. However, these tools are frequently siloed, leading to fragmented data and inefficiencies. The goal was to integrate a CRM system to unify campaign data, streamline workflows, and provide a comprehensive view of client interactions and campaign performance.

Key Challenges

The integration of a CRM into enhanced campaign management for performance marketing teams presented several significant challenges. I made sure to design an intuitive user interface that would allow the marketers to easily access the CRM data. We needed a flexible solution that could be tailored to the specific needs of different campaigns and clients. The system also needed to be scalable with the growth of the team and increasing complexity of campaigns. By addressing these challenges, the integration aimed to provide a comprehensive, user-friendly, and efficient tool that enhanced the campaign management capabilities of performance marketing teams and delivered better results for their clients.

My Approach

I collaborated with cross-functional teams, to design a solution that seamlessly integrated the CRM into the campaign management process. The approach included:

• Prototyping and Testing: Developing wireframes and prototypes to visualize the integration and gather feedback from users.

• Iterative Design: Refining the design based on user feedback and usability testing to ensure a seamless and intuitive user experience.

Key Design Features

Campaign Table Grid Home Page:

• Visual Hierarchy: Organized layout to prioritize essential campaign information, ensuring quick access to key metrics and status updates.

• Candidate Information Integration: Seamless integration of job candidate details within each campaign, providing context and facilitating informed decision-making.

Sequencing Enablement Section:

• User-Friendly Controls: Intuitive interface for enabling sequencing, allowing users to set up and manage campaign sequences effortlessly.

• Automation Potential: Potential for automated sequencing to enhance campaign efficiency and performance over time.

Target Audience

This redesign was meticulously crafted to cater to the needs of performance marketing teams and their clients, emphasizing usability, efficiency, and data-driven decision-making. The intuitive design aimed to empower users with tools that streamline their workflow and maximize campaign effectiveness.

Vision and Impact

While the redesigned CRM integration for Convert did not progress to delivery, its conceptualization represented a forward-thinking approach to campaign management and client engagement. By aligning closely with user needs and business objectives, this project aimed to set a new standard for integrating CRM functionalities within the Vision platform, enhancing overall user satisfaction and operational efficiency.