In this project, McKinsey & Company (a management consulting firm) teamed up with Salesforce to create a customized version of Sales Cloud that would simply a partner's experience managing contacts, create opportunities, track metrics in reports and dashboards, sharing articles with clients and more. The aim of this extensive project was to replace many internal disparate tools that did not communicate with one another and were difficult to maintain. Conducting interviews with partners and other stakeholders allowed us to incorporate their feedback and design a CRM based tool that met their daily work requirements. Figma link has additional screenshots, including integration work with external applications.
View Website