Salesforce - Invoice CRM Dashboard
Client's Request
"We need an invoice CRM design that centralizes invoice data, automates tracking, and offers real-time analytics. This solution should streamline billing, improve visibility into payment statuses, and provide a seamless user experience for finance teams to enhance workflow efficiency.”
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
Other CRMs often lead to inefficiencies due to fragmented data, manual tracking errors, and limited visibility into payment statuses. Users face 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.
Project Goals
Our goal was to create a user-friendly dashboard that centralizes invoice data, minimizes manual input, and improves payment tracking. We focused on clear visual hierarchies, seamless navigation, and real-time updates to boost efficiency and user satisfaction.
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.
Client's Feedback
“We aim to integrate advanced analytics and mobile functionality into the invoice CRM, allowing users to access real-time data on any device. This adaptability will enhance user experience and streamline invoicing processes across platforms for improved efficiency.”
