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OneConnect: Innovative SaaS CRM Solution for B2B Engagement

Bianca, Mak Tsz Chau
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<h2>Background</h2>
OneConnect is a SaaS platform that streamlines sales automation, digital customer engagement, and CRM workflows.
—similar to tools like Twilio and Zendesk but with a stronger focus on AI-driven automation and omnichannel integration.

<h2>Key Deliverables</h2>
As the UI/UX Designer, I crafted an intuitive interface that unifies:
AI Chatbots & Auto-Responders (24/7 customer support)
Multichannel Messaging (WhatsApp, SMS, Email, Web Chat)
Advanced Tools: Video conferencing, OCR (optical character recognition), booking systems, and seamless API integrations.
The platform was optimized for remote-business needs during COVID-19, ensuring automated marketing and engagement without sacrificing usability.

To simplify complex workflows, I designed an intuitive drag-and-drop bot builder that adapts to diverse client needs—from sales automation to customer support. By analyzing real-world user scenarios, I ensured:
Seamless Workflow Integration: Customizable automation paths for different industries.
Zero-Code Usability: Empowering non-technical users to build and deploy bots independently.
Error-Resilient Flows: Clear visual cues and validation to prevent misconfigurations.

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