Jared George Design » Design by Jared George

CRM Workflow


Purpose:
Show the hierarchy for how a customer is organized into our
Customer Relationship Management software.
Concept:
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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