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Processos de ux para construir um crm

Processos de UX para construir um CRM Checklist

I. Research and Analysis

Identify the target audience and their needs

Conduct user research and create user personas

Analyze competitors' CRM solutions

Define the goals and objectives of the CRM system

II. Information Architecture

Create a site map and define the navigation flow

Develop wireframes and prototypes to outline the structure and layout

Conduct usability testing on the wireframes and gather feedback

Refine the information architecture based on user feedback

III. Visual Design

Create a visual style guide for the CRM system

Design the user interface elements, such as buttons, forms, and icons

Use appropriate colors, typography, and imagery to enhance the user experience

Ensure consistency in visual design across the CRM system

IV. Interaction Design

Define the interactions and user flows within the CRM system

Design intuitive and user-friendly interactions, such as drag-and-drop functionality or auto-saving features

Create interactive prototypes to test the usability of the interactions

Incorporate user feedback and iterate on the interaction design

V. Usability Testing

Develop a usability testing plan

Recruit participants who represent the target audience

Conduct usability tests on the CRM system, observing users' interactions and collecting feedback

Analyze the test results and make necessary improvements based on the findings

VI. Accessibility

Design the CRM system to be accessible to users with disabilities

Follow accessibility guidelines, such as WCAG 2.1, to ensure inclusive design

Test the CRM system for accessibility using assistive technologies

Make necessary adjustments to improve accessibility if any issues are identified

VII. Prototyping and Development

Develop interactive prototypes using a prototyping tool or front-end development

Implement the CRM system based on the finalized design and UX specifications

Continuously test and refine the system during the development process

Ensure the CRM system is compatible with different devices and screen sizes

VIII. User Training and Documentation

Create user documentation and help guides for the CRM system

Develop training materials and provide training sessions to users

Gather feedback from users during the training process and make necessary improvements to the documentation

Provide ongoing support and assistance to users after the CRM system is deployed

IX. Continuous Improvement

Monitor user feedback and analytics to identify areas of improvement in the CRM system

Conduct regular user testing and gather feedback for future enhancements

Stay updated with the latest UX trends and technologies to enhance the CRM system

Collaborate with stakeholders and gather insights to ensure continuous improvement

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