Context
In today’s market, SFA applications are essential for automating sales operations, customer management, and tracking. Integrating SFA with DMS enables real-time data syncing, enhancing efficiency and decision-making.
However, SFAs often have complex interfaces, limited customization, and integration issues. A flexible, user-friendly SFA-DMS solution can improve data consistency and team effectiveness.
The current SFA app suffers from a complex interface, limited customization, DMS integration issues, and lack of real-time syncing—pointing to the need for a more adaptable and streamlined solution.
Deliverables Expected
📱 Redesigned Interface: A clean, intuitive UI that enhances usability and speeds up adoption.
🔍 Research-Driven Decisions: Interface and process improvements based on user research and feedback.
⏱️ Simplified Sales Workflow: Streamlined processes to make each sales step faster and more efficient.
My Strategy
⭐ Desk research and competitor analysis and gather user feedback from customer care teams.
⭐ Evaluate the current app to identify strengths and areas for improvement.
⭐ Outline the sales process and user personas to refine understanding of user needs and workflows.
⭐ Revisit and analyze key insights gathered from research.
⭐ Design the Information Architecture (IA) and User Flow for a more intuitive experience.
⭐ Develop the final design, ensuring all elements align with user needs and project goals.
⭐ Gather feedback from the team, addressing any issues by revisiting the relevant stage in the process.
What I gather after research
Challenges
Create a user-friendly experience to reduce training time, as most users are low-tech.
Understand the needs and challenges of field sales representatives to simplify and optimize complex workflows, providing a more user-friendly experience.
Build a seamless experience that supports users precisely where they need it most.
SFA Feature Objectives
Customer Management
Store customer information, add new clients, and keep a record of purchase history and interactions between sales reps and customers.
Route Management
Assist in planning and optimizing travel routes for efficient customer visits, saving time and costs.
Work Reporting and Tracking
Allow salesman to update their work progress in real-time, covering tasks from sales activities to monthly KPIs.
Role-Based Access Control
Support role-specific access for supervisors, enabling them to monitor the progress and performance of individual team members effectively.
Daily Route Process for Salesman
User Persona
Job Story
By addressing user personas, objectives, and daily routines of salesman, I crafted a Job Story to guide our design strategy and enhance user experience.
Following these research insights, let’s delve into the design solutions I implemented to address the identified challenges and meet the objectives of the SFA application. These solutions are tailored to enhance usability and streamline the sales process.
