Wing CRM
ROLE / UX/UI
AGENCY / SKYWIND, INC.
YEAR / 2017-2018
This is a team collaborative experience for our company's own product - Wing CRM. This is a back-end data base platform for field work performance, collecting performance data mainly from field work sales. It also serves the purpose of customer relationship & human resources management.
Wing App
Field Representative Management
APP
Today's agenda
Home
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See all iteneraries
Schedules
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Agenda's type
Add New
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Boost self motivation by seeing the ranking at first sight.
Today's itineraries & schedules are displayed upfront.
Schedules page has calendar that indicates past & upcoming.
Schedules page has category tabs : all/complete/to-do/pending/overdue
Customer Relationship Management
WEB
Performance Overview
Reps's overall performance include visits, deals, revenues..., and admin can also customize their chart to see the figures.
And for team's attendance rates can also be compare at first glance.
Attendance Records
Reps's team's attendance records can also be considered a element of competition. And the location tracking function provides more info about the rep's actual whereabouts along the day.
Permission Control
There're are many roles such as admin, manager, lead, and regular employees. Each has different permissions when entering the platform. Admin can also customize the numbers of roles.