UX Guys Inc.

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Internal Sales Tracking Tool

The Problem

An online payments company was reaping solid profits helping customers quickly and securely move funds online, however, additional potential revenue as being left on the table every day due to internal inefficiencies.

This company had a well-trained group of outside sales staff dedicated to converting new members to its most profitable product. Thanks to quick, organic growth, the sales staff was using mashed up applications and workarounds to manually manage and track leads and conversions.

The Solution

While working on this project, we had numerous occasions to work with the outside sales staff. We also had many occasions to hear the horror stories of tracking leads and managing their own performance (which, of course, was done manually).

To solve this problem, we first needed to witness how these disjointed applications were being used. So, we job shadowed.

We sat with sales staff while they searched for qualified opportunities, spoke with clients and hopefully helped them transfer funds. We watched as they flipped between dual monitors, expanding and minimizing the half-dozen windows they needed to manage a single contact. The frustration was clear as we queried them about their pain points, wants and needs.

Our next step was to sit down with our stakeholders and come up with a single, seamless application that allowed staff to throw away a half dozen other systems.

Our task flows and wireframes were developed, reviewed and revised iteratively ensuring stakeholders and staff had input at every opportunity. The final product was a hit (and required only one browser window to be open).

The Result

To say the new sales tool was a success is an understatement. Internal staff members were achieving 100 per cent lifts in productivity within hours of the tools' release. And the sales department was witnessing record amounts of sales conversions by week's end.

Sample Wireframe

Detail from Profile Wireframe

Final Interface

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