Product Designer
Multimega Sevicios, S.A.
MultiMega Servicios, a dynamic sales-oriented organization, faced challenges in monitoring and optimizing salesforce activities. The lack of visibility into salesperson locations and daily tasks led to inefficiencies and uncertainties regarding client visits.
The Challenge
The primary challenge was to develop a solution that would enable real-time monitoring of salesforce activities through geolocation tracking while providing tools for salespersons to manage their schedules effectively.
The primary challenge was to develop a solution that would enable real-time monitoring of salesforce activities through geolocation tracking while providing tools for salespersons to manage their schedules effectively.
Approach
Client Interview and Needs Assessment
- Conducted in-depth interviews with MultiMega Servicios stakeholders to understand pain points and requirements.
- Identified the need for geolocation-based tracking and scheduling tools to enhance salesforce productivity and accountability.
- Conducted in-depth interviews with MultiMega Servicios stakeholders to understand pain points and requirements.
- Identified the need for geolocation-based tracking and scheduling tools to enhance salesforce productivity and accountability.
Conceptualization and Planning
- Brainstormed ideas and concepts to address the identified challenges, focusing on user-centric design principles.
- Developed a roadmap outlining the key features and functionalities required to meet client objectives.
- Brainstormed ideas and concepts to address the identified challenges, focusing on user-centric design principles.
- Developed a roadmap outlining the key features and functionalities required to meet client objectives.
User Flow Design
- Created user flow diagrams to visualize the journey of both salespersons and administrators within the proposed solution.
Defined clear pathways for adding events, marking arrivals, adding notes and images, and viewing schedules and client visits.
- Created user flow diagrams to visualize the journey of both salespersons and administrators within the proposed solution.
Defined clear pathways for adding events, marking arrivals, adding notes and images, and viewing schedules and client visits.
Prototyping and Iteration
- Developed interactive prototypes of the solution, allowing stakeholders to visualize the user interface and provide feedback.
- Iteratively refined the prototypes based on stakeholder input, ensuring alignment with user needs and usability standards.
- Developed interactive prototypes of the solution, allowing stakeholders to visualize the user interface and provide feedback.
- Iteratively refined the prototypes based on stakeholder input, ensuring alignment with user needs and usability standards.
Development and Implementation
- Utilized technologies such as geolocation APIs, calendar integrations, and cloud-based databases to develop the solution.
- Implemented features allowing salespersons to add events, mark arrivals, and add notes and images, while providing administrators with tools to monitor activities and client visits.
- Utilized technologies such as geolocation APIs, calendar integrations, and cloud-based databases to develop the solution.
- Implemented features allowing salespersons to add events, mark arrivals, and add notes and images, while providing administrators with tools to monitor activities and client visits.
Results
The implementation of the geolocation-based productivity solution for MultiMega Servicios yielded significant benefits, including:
The implementation of the geolocation-based productivity solution for MultiMega Servicios yielded significant benefits, including:
- Enhanced visibility and accountability, with administrators able to track salesperson locations and activities in real time.
- Improved salesforce efficiency and productivity, as salespersons could manage their schedules effectively and prioritize client visits.
- Streamlined communication and collaboration, with centralized access to schedules, notes, and images facilitating seamless coordination between salespersons and administrators.
- Empowered decision-making, with administrators able to analyze salesperson performance and identify areas for improvement through comprehensive reporting and analytics.
- Improved salesforce efficiency and productivity, as salespersons could manage their schedules effectively and prioritize client visits.
- Streamlined communication and collaboration, with centralized access to schedules, notes, and images facilitating seamless coordination between salespersons and administrators.
- Empowered decision-making, with administrators able to analyze salesperson performance and identify areas for improvement through comprehensive reporting and analytics.
Conclusion:
Through a user-centered design approach and collaborative development process, MultiMega Servicios successfully implemented a geolocation-based productivity solution that addressed key challenges in salesforce management. The solution not only optimized salesperson efficiency and accountability but also provided administrators with valuable insights to drive informed decision-making and business growth.
Through a user-centered design approach and collaborative development process, MultiMega Servicios successfully implemented a geolocation-based productivity solution that addressed key challenges in salesforce management. The solution not only optimized salesperson efficiency and accountability but also provided administrators with valuable insights to drive informed decision-making and business growth.