Sales representatives were doing their job: solving their daily issues in their
own, not so
optimized way. We had to understand how they work, what they feel, what they need. Starting
with surveys an numerous user interviews we were able to map out their workflows.
We soon learned that they spend most of their time on the road and in their car. With this in mind we could design a relevant mobile experience for Sales reps all around the world from the United States to New-Zealand.
The client had no experience of any CRM web application before, so after a thorough
the situation, proposed an web and mobile app for the staff. The app named as Raucous CRM would
be integrated to their daily routine in way that it functions seamlessly with it. The app
design should have options to display the lead management, revenue management, service and
sales management and report generation. The sales and service personnel should also be able to
submit reports soon after closing a business/service ticket.
The service is an online project management platform with the ability to track the process of completing tasks. It reduces the amount of routine work, saves time on planning and organizing projects with the help of supporting functionality.
We decided not to overload the client and picked up the usual, clean and not overloaded color
shades, as well as we used Roboto sans-serif typeface with classical proportions.
After validating the feature set, we started to design wireframes for each screen. We set the objective to help and motivate the sales reps in closing their deals, fast and easy. To achieve this we designed clear indicators for them to show the progress of the sales process.
Our developers created the application as per the proposed design and matched the UI of the mobile app with that of the web application (online portal). A few glitches were set right after the first test run and finally the flawless solution was in place.
The company is now able to effectively monitor and control assignment of tasks to the sales personnel. The sales personnel are now able to reach their customers without much difficulty. There is no need of re-entering the gathered information in the database. The sales personnel are able to communicate the status of business deals instantly to their superiors. The sales personnel can now add new customers instantly without having to make the customer wait for long.
Co-Founder @Raucous Automation