Website • B2B

Talk Max Sales

UX/UI DESIGNER • TEAM OF 4

Reconfigured a full-service CRM’s usability flows and visual interface for the modern needs of a diverse clientele.

Problem

TalkMax Sales is a software company that serves a diverse array of businesses, ranging from insurance agencies and realtors to call centers. Their software empowers business owners by providing innovative tools that facilitate real-time training during sales calls.

The current user experience (UX) and user interface (UI) of TalkMax Sales software have remained stagnant since 2009. In today’s rapidly evolving digital landscape, customer’s expectations are higher than ever and their outdated interface was hindering the company’s ability to meet the dynamic needs of its diverse clientele.

Users were disengaged due to the cumbersome interface and lack of interactive features, leading to decreased productivity and adoption rates.

Features that needed to be tackled for the 2.0 launch included a notifications center, call and texting log, virtual phone, and texting capabilities.

Solution

A complete overhaul of the UX/UI design was undertaken by the team and I to create a modern, visually appealing interface that prioritizes user experience. For every flow, I revamped the layout, improved navigation with fewer, more purposeful, and multi-tasking clicks, and incorporated user-centric design principles to enhance usability.

I introduced a centralized notifications center, allowing users to stay updated on important events, such as incoming calls, new leads, and scheduled follow-up tasks.

Additionally, I designed comprehensive logs with advanced filtering abilities that were implemented to track all communication activities for reference and analysis.

At the core of the product, I took on the execution of the virtual softphone, enabling users to make and receive calls directly within the software interface. I added additional functionality that the limited 1.0 version didn’t possess including an upcoming and recent call list, contact profile summary, multiple phone lines, quick actions, and end-of-call notes, which were all accessible while on the call.

Lastly, I created the text message component that aligned with best practices allowing users to send and receive text messages to clients and prospects. This feature provided an additional channel for communication and file sharing, catering to modern preferences and improving engagement with customers.