Jared George Design » Design by Jared George

CRM Workflow

Show the hierarchy for how a customer is organized into our
Customer Relationship Management software.
The organization needed to be clear and who all possibilities
for organizing current and potential customers. The company
was in the process of moving into a new CRM program and
this was a step in getting them organized. The clean clear
workflow with all the information was used in board meetings
and presentations.
Programs Used:
Adobe Illustrator

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