International Brand Sales Enablement

 

 

Overview

In an attempt to empower their nationwide sales organization, the company struggled with getting actionable data in the hands of their sales associates.

In partnership with a team of data scientists, I successfully designed tools that the sales team loved using. This led to an extra $26M in annual revenue, better efficiency for sales associates, and faster onboarding.

 

industry

Healthcare

services provided

• Design Strategy

• Research

• Prototyping and Pilot

 

 

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the details

The sales associates had never used a consistent method for leveraging customer data before, often complaining that past attempts were clunky, hard to access, and didn't provide real-time data. We took a phased approach, starting by closely partnering with a small group of pilot users to design a solution that would enhance rather than replace their existing workflows.

The final mobile-friendly dashboard included:

• Predictive models to spot the biggest opportunities and risks in each sales rep’s customer portfolio

• Early warning indicators to quickly detect important changes in customer purchasing behavior

• Interactive trends and facts that made it easy for sales reps to find and understand key customer data all in one place

 

 

 

 

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– Name Here

 

 

 

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