Helping Users Build Long-Lasting Client Relationships

Credence helps users to organize schedules intuitively, manage clients’ information efficiently, take notes in a simple way, improve the client management process and build strong and long-lasting relationships.

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Role

UI/UX Designer

Skills

UX Research, User Flow, Wireframes, Prototyping, Logo, UI Kit, Mockups

Software

Figma, Adobe Creative Suite

Overview

Credence is a user-friendly platform that improves the CRM user experience by making it easier to search, gather, store, and categorize clients’ information.

Client relation management can be one of the most difficult and time-consuming activities in our professional lives because it involves several steps that can be too difficult to organize on our own, without the proper tools. Many people find themselves relying heavily on email communication and meeting notes to keep track of who they’ve been speaking to.

The Problem

In order to make sure our user expereince design was going in the right direction, we conducted 5 usability tests. Each participant was asked to rate the task difficulty level on a scale of 1 to 7 after each of the 8 different tasks (Single Ease Question Rating) and complete a 10-question questionnaire on the overall usuability after the whole user testing session (System Usability Scale Score).

UX Research

A challenging task when creating Credence was to design the most appropriate user flow for a CRM user of a small to medium size company. Our thought was that our features had to be straightforward and very well organized.

User Flow

After locking our user flow, we created the first wireframes for Credence. The main idea was to show a clear picture of how each feature was supposed to work.

Wireframes

Our solution was to create an all-in-one scheduling and client management system. A system that will make CRM easier and more practical for our users, with straightforward features that will speed-up every CRM-related task.

Solution

Dashboard

Calendar

Connection

Dashboard

Credence’s dashboard displays an at-a-glance view of the user’s CRM actuality. The user will easily see his/her pinned connections, plus which contacts with the higher and lower rate of interaction.

Reports

Calendar

The Calendar feature gives the user a comprehensive view of their schedule and upcoming meetings. The right vertical bar provides more detail about each upcoming meeting or event.

Connection

This feature offers a centralized location where users can organize their clients’ information such as contact details and, most importantly, their notes and interactions.

Reports

Credence’s ‘Reports’ feature offers relevant data visualization about the users’s connections.

Making Credence in just 13 weeks wouldn’t have been possible without the talent and hard work of these amazing designers and developers: Herlan Wijaya, Joanne Cho, Yuen-Ki Hung, Iris Cheng, Danika Enad, Elmer Balbin, Keiko Shimizu.