the brief
This client’s needs were to collect customer data from multiple sources and consolidate everything into a web application that would be presented to the salesperson. This would allow the seller to adapt their pitch based off of customer data.
*due to the nature of work, sometimes it is necessary to hide key information about clients
← about this screen
This page gives a breakdown of key segments and markets in which the target companies operates.
the approach
First, I created a snapshot of all the information a sales person would need in order to make a successful sale and organized it into cohesive groups.
Once I had the data, I assessed whether the data management was handled correctly and that customer data would be kept up-to-date. Working closely with the developer, we worked out a way to track, categorize, and prioritize the data coming in, while filtering out the old.
← about this screen
A quick wireframe to help plan out how a screen will piece together. This is of the overview screen which collects a quick snapshot of all other areas.
← about this screen
Financial data broken down into graphs, charts, and an interactive map helps the sales person find what they need effectively.
the result
An application that delivers key information in an effective way to help the sales team be successful at their job. The overall interface is clean, easily readable, and provides the information necessary to close sales.
contributions
business analysis • ux design • ui design