Sell More
Web Application Design
A one-application solution designed on Salesforce to help the client’s sales representatives monitor; forecast; and present products, sales and ingredients to their customers.
Team Makeup: Developer (Backend), Developer (Frontend), Project Manager, Scrum Master, Users for testing (Managers & Sales Representatives, UX Researcher, UX Designer (Me)
Project Duration: 2 years
Tools Used: Figma, Illustrator, Client Design Library
The Problems
Sales representatives use too many applications to monitor, forecast, and present numbers to customers.
There is no way to gather product suggestions for representative’s customers.
Forecasting is currently presented to customers using Excel spreadsheets that are hard to visually navigate.
The Solutions
Sales representatives use too many applications to monitor, forecast, and present numbers to customers.
Allow users one single application to gather all of their data and numbers to help them cut down on how many applications they need to use.
There is no way to gather product suggestions for representative’s customers.
Give users a way to view the products they can be suggesting to their customers based on previous purchases, their location, and their future needs.
Forecasting is currently presented to customers using Excel spreadsheets that are hard to visually navigate.
Create an easy-to-use tool that lets sales representatives forecast situations and allow them to export these scenarios in a visually appealing format their customers and managers will understand.
Customer Dashboard
These dashboards were designed to show the client’s sales representatives all the helpful information they need from a bird’s eye view.
HIGHLIGHTSTop section shows more global information, such as goals and projections; account growths and declines; and invoice information
Bottom section shows overview on the sales representative’s customers, such as account categories, cross-sell opportunities, revenue totals, and contract balances
Products & Ingredients
This section of products and ingredients management pages give users a view into everything they sell, as well as providing them with suggestions for products they might benefit from selling to their customers.
HIGHLIGHTSCollection of information from Power BI dashboards to provide a centralized view of all their data
Filterable and sortable controls
Drill-down buckets breaking down ingredients by product family
Portfolio Optimizer
The portfolio optimizer gives users a much-needed sandbox to create customer forecasts and projects based on a variety of situations.
OPTIMIZER DASHBOARD HIGHLIGHTSAllows users to project for multiple scenarios simultaneously, all scenarios viewable in the same place
Heavy filtering capabilities to allow users to have many active scenarios at the same time
Scenarios can be active, committed (allowing others the ability to see it), or archived
OPTIMIZER (SCENARIO VIEW) HIGHLIGHTSDesign was built to resemble a spreadsheet, considering most users managed their scenarios in Excel before this tool
Allows for data history to be hidden if required
Gives users the ability to compare up to three projects within the same view, making it easier to compare multiple scenarios at the same time
In Review
Coordinated with managers to help encourage users to move away from their spreadsheets and adopt the Sell More tool.
Bi-weekly touchbase meetings with users and managers helped us quickly gather and solution for direct feedback on the application.
Users quickly began adopting the Sell More application as it is a much easier way to forecast, gather product suggestions, and communicate with their customers and managers.