For: CargoX (Sao Paulo)
My Role: UX/UI designer
Tools: Sketch, Invision, Jira and Confluence
My Role: UX/UI designer
Tools: Sketch, Invision, Jira and Confluence
Sales department needed to improve performance on freight sales and start building a long term relationship with their clientes, to achieve this goal I designed 02 different interfaces: Client’s list and Freights pipeline, both interfaces are conceived to be managed by the same persona, the sales executive.
Prototype and process:
https://projects.invisionapp.com/share/6QCB7URF7#/screens/239477468_Intro
https://projects.invisionapp.com/share/6QCB7URF7#/screens/239477468_Intro
Pipeline interface (final UI)
Research process:
I was designated to discover “pain points” in the sales department at CargoX and to propose solutions to improve performance of the entire sales team, and to achieve that goal I have followed the 4 steps bellow:
1- Personas:
Identify each “persona” involved at the sales team and their objectives, goals and most important: their daily struggles and difficulties, to achieve that I have applied a series of individual interviews following a restricted script of 10 questions.
Identify each “persona” involved at the sales team and their objectives, goals and most important: their daily struggles and difficulties, to achieve that I have applied a series of individual interviews following a restricted script of 10 questions.
Persona: Key account sales representative
2- CSD Matrix:
Applied a two afternoon activity called CSD Matrix (Certainties, suppositions and doubts) with managers and stakeholders to identify critical points.
Applied a two afternoon activity called CSD Matrix (Certainties, suppositions and doubts) with managers and stakeholders to identify critical points.
Article about CSD Matrix:
https://medium.com/angry-channel/csd-matrix-kill-your-doubts-multiply-your-certainties-28cd91a9ce61
https://medium.com/angry-channel/csd-matrix-kill-your-doubts-multiply-your-certainties-28cd91a9ce61
3- Analysis:
Confront the results of the individual interviews from staff versus CSD Matrix results from managers and stakeholders, to identify inconsistencies, discuss solutions and prioritise actions from findings.
Confront the results of the individual interviews from staff versus CSD Matrix results from managers and stakeholders, to identify inconsistencies, discuss solutions and prioritise actions from findings.
4- Beats, Insights and Objectives board:
Start to propose solutions and actions based on all findings from sale’s managers and staff.
Start to propose solutions and actions based on all findings from sale’s managers and staff.
5- Define a new sale’s flow:
It is crucial to have a fully understand of how leads and clients are managed, after all the research done, I’m ready to propose changes on internal process and new solutions for interfaces to speed up productivity.
It is crucial to have a fully understand of how leads and clients are managed, after all the research done, I’m ready to propose changes on internal process and new solutions for interfaces to speed up productivity.
After all the research, we have prioritise two projects to improve performance on freight sales and also start building a long term relationship with clients:
1- Client’s list management
2- Lead’s pipeline
1- Client’s list management
2- Lead’s pipeline
Clients list management – final designs
Blocked clients view
Freights pipe line – final designs
Pipeline interface
Drag and drop feature
Interactive card on “sold” situation
Prototype validation
Qualitative user testing with key account sales representative.
