New interface for the "Contact Center" module of Loymax Loyalty

The module for CRM-system Loymax allows to work with buyers and solve them questions on activation and use of loyalty cards;

Loymax provides its customers with several key products and services focused on retail market, in mainly on supermarket chains. All these products help manage customer base, mailing lists and marketing campaigns, lead analytics on products and market segments and much more.

Client

Update the user interface and interaction with the Loymax Loyalty "Contact Center" module to:

Increase client request processing speed
Review and improve the visual component of the module

Task

Module "Contact-Center" before redesign

We conducted a study

Reviewed documentation and other reference materials with "Contact Center"

Conducted interviews with operators who use the module every day

Described usage scenarios and key issues

Created user-flow on interaction of the operator with the module

Key results

1. Search

Now it is located on a separate page, which is a start, not a modal window as it used to be

Only popular input fields are displayed. At the same time, the ability to display all input fields does not disappear

Table view of search results allows to display more information at the same time, no need to scroll cards in a small window

2. Client page

Shifted the focus of the operator to actions with the client. After all, it is with this section that he interacts most often

Put things in order - split the action into groups

We have identified the most commonly used actions. For them we have identified a separate group "Favorites"

The customer information panel goes into the background - it can be quickly folded to avoid distraction

Added search by actions

3. Comprehensive improvements

Introduced a system of tabs, for the convenience of working in multitasking

Worked hard on the UI. Now everything is beautiful, neat and not ashamed to show potential partners

The UX part also received its improvements. For example, we redesigned the interaction with tables: removed superfluous, focused on the main thing

Forostianova Maria – Product Director of Loymax Loyalty

Testimonial

StandApp is agility, creativity, flexibility. They unlike many creative people, heard our needs, critiqued, adjusted plans and final concepts on the go. They made changes not only to the visual part, but also made a full analysis. All proposals for change are reasoned.

Interest in the result is felt from the beginning to the publication of the final project. Recommend this studio to other companies to work on UX/UI interfaces in their products.