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About

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TrueQC Dashboard

Trueqc was established to assure the quality of the Lead Generation Process. It is committed to eliminate lead fraud and ensure that only quality leads leads reaches the client's database. It has a multi-step verification process to validate and verify all the leads.

Role

Product Design Manager/ Lead Product Designer

Deliverables

Strategy, Product Design, UI Design, Front end

Industries

B2B Lead Generation

Date

2021 - 22 (4 months)

Goal

To design a CRM to fully integrate the entire end to end processes on the app. Connecting crosses functional teams within the company and a seamless experience for the Customer. Trueqc’s newly designed CRM gives customers a centralized overview of campaigns, groups and progress.

In our user testing with current customers, we discarded the card system and the numerous campaigns. Now, the system displays all of the customer's campaigns, their statuses, and provides an option to continue adding leads. Previously, users had to create a new campaign and enter all campaign specifications each time, but this simple change has saved time for both customers and our in-house team.

In our user testing with current customers, we discarded the card system and

the numerous campaigns. Now, the system displays all of the customer's

campaigns, their statuses, and provides an option to continue adding leads.

Previously, users had to create a new campaign and enter all campaign

specifications each time, but this simple change has saved time for both

customers and our in-house team.

Where brand guidelines typically answer the what and why, we constructed a design system to push things one step further and demonstrate the where and the how.