CRM for Product Teams

Felix Mundler

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Low-Code/No-Code Developer

Product Designer

Bubble

Figma

Context

The Gravite team realized that the tools available to SaaS companies were not very effective. They were convinced that a tool for reconciling Product & Sales would be the way forward.

Discovery

Exploratory research

Recruitment of 30+ Product people via a lead generation system (Walaxy) on Linkedin.

Personas

Product Managers
Product Designers
User researchers
Developers

Pain points

Storage and handling of extensive user feedback (internal & external)
Structuring a user panel
Friction in contacting users

Opportunities

Create a panel of users (testers) that can be easily segmented and contacted
Extract and store insights and link them to opportunities (new features)
Communicate project progress

Design

Creation of an ultra-realistic prototype based on a design system.

Deliverables

CRM system adapted to a user/tester base with customizable property system
Minimalist insights feedback module
Insight navigation page
Solution presentation sheet with all key associated information (insights, persona, etc.)
Vision backlog of envisaged solutions
Shareable roadmap vision
Follow-up kanban for discovery & delivery phases

No-code building (MVP)

Development of a prototype on Bubble to carry out the essential tasks with a view to verifying understanding and familiarity.

Deliverables

User insights
Complete prototype with Design System (Figma)
Landing page with wait list system (Bubble)
Sales deck (Figma)
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Posted Nov 18, 2024

Full design of a CRM for Product teams, also considered as customer insights management tool.

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Tags

Low-Code/No-Code Developer

Product Designer

Bubble

Figma

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