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Triple Magic

Stride CRM: taking a SAAS product to the
next level

In February 2014 we were approached by Mike Kamo, the marketing director of Stride CRM. The main task was to redesign and update the product that was on the market for over a year. Stride had a lot of new users but was dealing with a big churn rate. People were moving out quick.

Together with Mike, we identified the main reasons for this behavior: lack of core features for a CRM solution, an outdated graphic interface and poor overall user experience.

After the initial research and brainstorming we created the product architecture, wrote the specs, and designed the Information Architecture. Then we moved to the UX phase and delivered a prototype with over 70 pages. During this whole process, we worked closely with the Stride team and to validate some of the most important decisions.

When we crafted the User Interface Design the main challenge, we faced was to deliver a simple and intuitive user experience that’s easy to understand and use. Most of the CRMs on the market are too crowded and complex. If you worked with good sales people, you know that they hate to waste time with useless "virtual paperwork" in front of a computer instead of being on the field closing sales.

The client appreciated our business approach and was amazed by the look and feel of the new product. Right now the product is in the development phase, and it will be available in a couple of months.

The project took a huge amount of work and required spartan like discipline for our team. We are happy that we designed a great product, and we solved another business challenge trough design.

Stride is the second CRM design project in Triple Magic portfolio.

Mike Kamo

Mike Kamo

Marketing Director Stride CRM

I was anxious about the design agency I was going to work for this project. I know it was a difficult task, and it required a polyvalent team with a great attitude.

I liked that Ciprian started our collaboration with the business perspective in mind, learned about us, our goals and our competitors. After a few discussions, I had enough trust to place the whole project into his hands.

They took care of everything from research, specs, user experience and user interface design. The team came up with a lot of good ideas and insights along the process. Proactive is too little to say.

The new product came out great, exceeding my expectations. I could see that they had experience and loved to work on product design. I immediately entrusted them with our new marketing website.

I would rely on Ciprian and Triple Magic team for any product design project.

Old design

Old Design

The design solution

The design solution

Deals - Pipeline View

Deals - Pipeline View

Deals Pipeline - More Info

Deals Pipeline - More Info

Deals Pipeline - Moving Deal

New Lead

Deals Pipeline - Filter

Deals Pipeline - Filter

Add New Deal

Add New Deal
Add New Deal

Deals - List View

Deals - List View

Deals - Filtering Options

Deals - Filtering Options

Deal Page - Comments

Deal Page - Comments

Deal Page - Files

Deal Page - Files

Deal Page - Tasks

Deal Page - Tasks

Tags - Interaction

Tags - Interaction

Tasks

Tasks

Filtering Tasks

Filtering Tasks

Tasks - Choose Date

Tasks - Choose Date

Tasks Expended

Tasks Expended

Add New Task

Add New Task

Contacts

Contacts

Contact Page - Comments

Contact Page - Comments

Contact Page - Tasks

Contact Page - Tasks

Add New Contact

Add New Contact

Contact Page - Files

Contact Page - Files

Organization Page

Organization Page

Activity Timeline

Activity Timeline

Notifications

Notifications

Metrics Extended

Metrics Extended

Admin - My Account

Admin - My Account

Admin - Users

Admin - Users

Add New User

Add New User

Delete User

Delete User

Admin - Customize Deals

Admin - Customize Deals

Add New Pipeline

Add New Pipeline

Add Custom Fields

Add Custom Fields

Add New Custom Field

Add New Custom Field

Delete Deal Stage

Delete Deal Stage

Admin Task Customization

Admin Task Customization

Add New Task Type

Add New Task Type

Add New Task List

Add New Task List

Edit Task List

Edit Task List

Admin - Billing Details

Admin - Billing Details

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