Empowering Sales Teams

A Key Task App to Achieve Business Success

This case study showcases the development of a task management app created for the sales team at a B2B company distributing grocery products to small and medium-sized enterprises. Given the company's reliance on sales representatives for securing sales and enhancing client engagement, merging technological efficiency with high-quality human service is crucial for competitiveness.

Product Type

App Design

Business

B2B Commerce

Role

Lead UX Designer

Year

2023

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Strategy

The app is designed to address daily challenges faced by sales representatives, ensuring seamless integration with other digital tools within the company's ecosystem. It supports client visit planning with GPS for optimal routing, facilitates sales performance set by managers based on specific client targets, and a digital product catalog linked to the e-commerce platform, with offline capabilities for a consistent sales experience.

Goal

Incorporating a user-friendly, insightful tool, this app is a key component, within a broader 4-product digital ecosystem, to empower sales representatives and set a foundation for the company improving experience efficiency, sales outcomes, and client coverage.

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Ryan Szyfer