Challenge
A B2B client needed a way to train their existing sales force across the US in a short amount of time, to track sales targets and product migration plus provide easily accessible sales collateral and training material. The product needed to allow for real-time data syncing from a database to enable sales to track conversions and monitor performance.
Key Results
Sales leadership trained 75 sales managers with over 500 accounts resulting in over 1,500 products migrated in a 6-month period. The product helped align sales resulting in an increase in revenue and customer retention.
The following summarizes the process and activities that I’ve planned and executed.
Discover
Stakeholder interviews
Benchmark analysis
User interviews
Define
Campaign lifecycle
Requirements
Brainstorming
Personas
Develop
Use cases
Sketching
Workflows
Mockups
Design & Deliver
Prototyping
Usability testing
Build
Deploy
The objectives of my research were to identify: what the business and user goals were, what worked and not worked in the past, the different activities that should be orchestrated to deliver a consistant experience across sales.
Design based on information gathered:
- Address multiple users at varying stages of the product cycle
- Organize, structure, and label content in an effective and sustainable way
- Meet business requirements and development needs
- Responsive, mobile-first approach
UI elements:
- Accessibility & User preference color schemes (Dark Mode)
- Tabs with indicators
- Icons, Buttons
- Accordion
