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The client's existing CRM platform prioritized functionality over usability, resulting in a complex interface with poor navigation. Despite core capabilities for multi-channel communication (email, SMS, direct mail), the system's inefficiencies hindered user adoption and operational effectiveness. Discovery revealed growing scope requirements beyond initial UI/UX redesign, including critical functional improvements to simplify workflows.
B2B technology provider offering communication and campaign management tools for financial institutions
The modernized CRM platform will reduce user training time by 40%, increase campaign creation efficiency by 60%, and improve customer engagement metrics through data-driven insights. Enhanced analytics capabilities will enable evidence-based decision-making, while streamlined workflows will reduce operational costs by eliminating redundant processes. The solution's scalability will support 50% growth in user base without compromising performance.