Salesforce CRM Invoice Dashboard
About Project
Salesforce CRM is designed to help businesses streamline their billing processes by centralizing invoice management, automating tracking, and providing real-time insights. It enhances financial visibility, reduces errors, and optimizes workflow efficiency, ensuring timely payments.
User Challenges
Current CRM led to inefficiencies due to fragmented data, manual tracking errors, and limited visibility into payment statuses. Users faced challenges with slow invoice approvals and difficulty accessing historical billing data, hindering timely financial decisions and impacting cash flow.
Our Strategy
We began the project by researching user workflows and pain points in invoice management. Our strategy emphasizes collaboration with the client to align design goals with business needs, enhancing efficiency and streamlining invoicing processes for better financial tracking.
Valuable Insights
Through user surveys, we discovered that 60% of finance teams spend over 10 hours a week on manual invoice tracking. Additionally, 45% reported difficulty accessing payment statuses. These insights underscore the need for a streamlined invoice management solution to enhance efficiency and accuracy.
Our Solutions
To tackle inefficiencies in invoice management, we designed an intuitive dashboard with customizable views, real-time payment tracking, and automated reminders for overdue invoices. This streamlined interface enhances user experience and boosts financial accuracy, ensuring timely payments.
Project Result
As a result, we reduced manual tracking time by 50%, enabling finance teams to reclaim 5 hours weekly. The new dashboard offers real-time payment insights, increasing accuracy and decreasing late payments by 30%, ultimately enhancing cash flow.
