Designing a Cross-Platform CRM for a Medical Salesforce. 

This project focused on redesigning a legacy CRM used by medical sales representatives across desktop and iPad environments. The objective was to streamline reporting, client presentations, and field workflows through a cohesive end-to-end user experience. J’ai été responsable de l’UX design de bout en bout.

67

Awards earned

102

Team members

15%

Financial growth

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About us

Our agency was founded in 2018 by award winning designer Sergio Rambotta. Curabitur ac orci eu tellus placerat accumsan. Ut enim ligula.

What you should mention instead
You can frame the beginning of the process as:

✔ Legacy system analysis
evaluation of existing CRM workflows
identification of friction points
review of reporting and presentation processes
optimisation of field usage on iPad
This is extremely common in enterprise UX.

In your case, the process likely looked more like:
1. Existing system review
analyse legacy CRM
understand business requirements
identify usability bottlenecks

2. Requirement gathering
stakeholder/business input
salesforce / medical visitor operational needs
reporting requirements
tablet constraints

Our

3. User stories / functional scenarios
Example:

As a medical sales representative, I want to quickly access presentation materials during visits so that I can present efficiently on the road.
This is still relevant even without formal research.

4. UX flows
visit preparation
presentation flow
reporting after appointments
CRM sync process

5. Wireframes / UI
Especially important because:

iPad usage
mobility
speed of interaction
offline/field constraints

Important professional insight
In enterprise UX:

“research” is often replaced by operational knowledge + legacy constraints.
And that is perfectly legitimate to explain in a portfolio or interview.

How to phrase it professionally
Instead of saying:

“there was no research”
say:

“The project built upon an existing CRM ecosystem and established user workflows, with the focus placed on workflow optimisation, usability improvements, and mobile adaptation for field usage.”
That sounds much stronger and more mature.

Another important UX point
Because it was:

medical visitors
on the road
using iPads
your UX value was likely around:

reducing friction
reducing tap count
fast reporting
readability outdoors/mobile
efficient navigation during appointments
👉 That is highly credible enterprise UX work.

Legacy CRM analysis → workflow optimisation → user stories → mobile UX flows → iPad UI design

our project likely involved:

responsive/adaptive thinking
information hierarchy across devices
mobility constraints
speed of data entry
presentation mode vs reporting mode
workflow continuity between office and field
👉 Those are advanced enterprise UX considerations.