Wavespot was actually building a saas application which was very similar to the sales force, mainly focused on the digital campaigning part. They wanted me to specifically follow the way the sales force does those things in their application and then do my own research to bring extra input to the table. The preliminary goal was to do some research based on the specification we have from the client and then get the user flow done. After that the main design process.
What I Did
First of all, this project was a very good learning scope for me. I had never done a project like this before and also was not very fond of top-level digital marketing operations. First I did a lot of research on that which includes a lot of videos on youtube on sales force and its execution. Used multiple email marketing applications like MailChimp, Campaign Monitor, Litmus etc. Did interview multiple users who actually use them on daily basis. Also, the client helped me a lot as he had an extensive amount of experience using these tools and know the pros and cons of them to their core.
After the research, I created the user flow for a couple of key features and then started designing some low-fidelity wireframes to show the client if I was on the right track. When the client approved the wireframes I started doing the actual high-fidelity designs. At first, I started with some east screens and slowly moved toward the complex part of the project.
As I mentioned previously that this project was a very good learning curve for me to work on something unique and new as a designer. In the end, the client was extremely happy with the success of the project and I was also very happy to learn new stuff.
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