THE PROBLEM
wait
waahh?
The usual procedures were old-fashioned and disorganized
Through a discovery workshop, we learned about Digi's current processes. We then honed in on the key members of the sales team to gain a deeper understanding. Interviews with them revealed the needs and challenges of sales managers and executives.
Sales Manager
Responsibilities
✔plan roadshows
✔supervise Sales Executives (SE)
✔assign planned roadshows to SEs each month
Behaviours
Uses an outdated portal to plan roadshows, requiring manual input and assignment of sales executives in an Excel sheet.
Pain points
Frustration with manual tasks
Difficulty in efficiently coordinating and managing SEs
Feel that time could be better spent elsewhere
Sales Executive
Responsibilities
✔roadshow booth set-up & take down
✔make and record sales
✔communicate with dealers on the field
✔set up “ad hoc rovering events” to make quick sales in busy areas
Behaviours
Rely on memory to recall roadshow dates and tasks.
Uses WhatsApp to share screenshots and track sales with team.
Pain points
Challenges in locating assigned roadshow locations.
Errors in sales counts due to fragmented tools.
Confusion from miscommunication among team members.
ITERATIVE PROCESS & DESIGN
Sketches, wireframes to final prototypes
I conducted user testing to refine designs for optimal user satisfaction. Incorporating user feedback, we added a map feature for easier roadshow navigation and introduced a comment section for issue tracking in the sales executive app. These sessions also led to bigger discussions on streamlining sales input by integrating our solution with Digi’s POS system.
The Dashboard
This is where sales managers can stay on top of how their sales teams are performing at a high level. They can track performance metrics, manage executives and roadshow plans, and monitor KPIs. It also automatically generates overview reports upon the completion of each roadshow.
The Mobile App
This is where sales executives can easily monitor their upcoming roadshows, access KPIs, view dealer details, and review assigned tasks from supervisors. They will also receive individual summary reports within the app post-roadshow. They can create and track ad hoc rovering sales, with activity and performance reviews accessible to both sale executives and their managers.
Results
Digi's sales team loved our solution for its simplicity, clarity, and adherence to brand identity. With our deliverables seamlessly integrated into their workflow, Digi's in-house engineers were equipped to implement the solution, marking a significant advancement in their sales management capabilities.
