Sunday Stressbuster App

More clarity. Better sales.

My Role:

Lead UX Designer

Team:

CTO, Developer, Senior CRM Consultant

Duration:

Aug - Oct 2024

Overview

CongruentX is a Microsoft Gold Partner that creates custom Dynamics 365 CRM solutions and personalized applications to help improve business operations for its clients.

One of the biggest pain points for sales representatives is the complexity and inefficiency of existing CRM dashboards, which make weekly planning cumbersome and stressful. To help sales reps overcome the complexities of weekly planning and reduce their "Sunday Scares," CongruentX aimed to create a B2B mobile app.

I collaborated with the CTO to design an intuitive mobile app that integrates key CRM information, making planning easier and allowing sales reps to begin their weeks with clear goals and confidence. I also helped to develop the Power Apps Platform by creating components that can be perfectly imported into it.

Research

I analyzed the Microsoft Dynamics 365 CRM to pinpoint what sales reps most frequently struggled with:

  1. Locating deals, opportunities & pipeline stages.

  2. Managing pending tasks and meetings across disparate views.

  3. Reviewing progress toward quarterly goals.

Through collaboration with SMEs, I identified which data elements were essential for a weekly at-a-glance overview.

Problem Statement

How can we help salespeople plan and manage their week better, keeping track of their tasks and important leads, without the difficulties of complicated CRM tools?

Sunday Stressbuster App

The Sunday Stressbuster App offers a simple, mobile solution to manage pipelines and prioritize deals. Designed for speed and ease, it empowers sales professionals to plan their week effectively.

Start Monday with confidence, without the hassle of navigating clunky, complex CRM dashboards.

Home Screen

At a glance information of your CRM status with Forecasted Revenue. Stay up-to-date Weekly Meetings and Tasks.

Dashboard

Up-to-date information on your wins and loses, important meetings and quick look at fresh leads from this week.

Meetings

Quickly record on-site sales calls and automatically process them in your CRM, view AI insights before the meeting or join teams meetings.

Pipeline

Track your entire pipeline and identify deals and opportunities to focus on for the week. Also view our propriety Line-of-sight reports for in-depth analysis of your pipeline.

The Design Strategy

  • Proactive Guidance: Providing all necessary CRM data and tasks in one view will help to eliminate uncertainty and "Sunday Scares."

  • Real-time Insights: Integrate real-time Power BI data so salespeople can quickly act on up-to-date information.

  • One-Stop Access: For a more easy navigation, combine CRM, meeting details, and AI insights into a single mobile app.

Development Strategy

  • Figma to Power Apps Workflow: Import Figma prototypes directly into Power Apps to maintain design consistency, reduce dev time, and speed up iterations based on user feedback.

  • Modular & White-labeled Architecture: Structure the app in configurable modules (Tasks, Pipeline, Meetings, AI Insights) so it can be quickly rebranded or adapted for different clients.

Learnings

  • Involve Developers Early: Bringing developers into design discussions from the start helped identify technical constraints and better shape feature feasibility, saving time and resources down the line.

  • Early Alignment with Leadership: Involving the CTO early ensured our solution met strategic goals. Their input on key decisions helped us prioritize features and meet business needs.