UX Design for Software
CASE STUDY
Salesforce Integration for Enhanced User Experience and Fundraising
CHALLENGE:
The organization sought to streamline customer service operations and improve fundraising efficiency. They were using multiple programs across departments, and wanted to integrate them into one portal.
MY ROLE:
I led the UX design and copywriting for a Salesforce integration project, focusing on creating user-friendly interfaces and persuasive messaging to enhance the overall experience for both customers and fundraisers.
RESULTS:
•Reduced Customer Service Cases: Redesigned the customer support flow to proactively address common questions and issues, resulting in a remarkable 55% reduction in customer service cases within three months.
•Boosted Fundraising: Developed a new Fundraiser Portal that streamlined the approval process and increased engagement, leading to over $1,000,000 raised in the first six months, a substantial 204% increase.
UX design | Ethnographic Research | Wireframing | Prototyping | Persuasive Copywriting | Project Management
Support Prototype
New Customer Service Portal Design
Redesigned the customer support flow to answer questions before escalating to a ticket — reducing casework by over 50%.
Wireframe and Prototype
New Fundraiser Portal Design
The new Fundraiser Portal sped up approval times and increased engagement leading to over $1,000,000 raised in the first 3 months.
This Salesforce integration proves that user-centric design delivers results. Let’s discuss how I can help transform your user experience and achieve your goals.
Case Studies
Uncover the stories behind successful marketing campaigns and see how strategic narratives and data-driven design can transform your brand.
