UX Case Study
UX Case Study
•
Web application
Web application
•
Dashboard
Dashboard
Drive More Sales, Effortlessly
Drive More Sales, Effortlessly
Drive More Sales, Effortlessly
A streamlined workspace for modern showroom sales teams.
A streamlined workspace for modern showroom sales teams.
Overview
Overview
Overview
Salesync is a CRM platform designed to simplify how sales teams manage leads, customers, and daily sales activities.
Salesync is a CRM platform designed to simplify how sales teams manage leads, customers, and daily sales activities.
The objective was to redesign the sales workflow into a single, easy-to-use dashboard that reduces manual effort, increases visibility across the sales pipeline, and enables sales executives to focus on closing deals instead of managing spreadsheets.
The objective was to redesign the sales workflow into a single, easy-to-use dashboard that reduces manual effort, increases visibility across the sales pipeline, and enables sales executives to focus on closing deals instead of managing spreadsheets.
My Role
My Role
Product Designer
Product Designer
Time Line
72 Hours
TOOL
Figma
Time line
72 hours
Tool
Figma
Core Problem
Core Problem
Core Problem
Luxury car sales executives juggle leads, customer follow-ups, test drives, and sales targets across multiple tools, causing missed opportunities, inefficient workflows, and limited visibility into performance. The lack of a centralized system reduces productivity and impacts sales conversion.
Luxury car sales executives juggle leads, customer follow-ups, test drives, and sales targets across multiple tools, causing missed opportunities, inefficient workflows, and limited visibility into performance. The lack of a centralized system reduces productivity and impacts sales conversion.
How Might We?
How Might We?
How Might We?
How might we help sales executives manage leads, track performance, and prioritize actions from a single dashboard to improve productivity and increase sales conversions?
How might we help sales executives manage leads, track performance, and prioritize actions from a single dashboard to improve productivity and increase sales conversions?
User Group
User Group
User Group
Sales Executives
at a luxury car showroom chain
Sales Executives
at a luxury car showroom chain
Design Process
Design Process
Design Process
Research
Research
Define
Ideate
Define
Design
Ideate
Design
Secondary Research
Secondary Research
Secondary Research
The research phase focused on analyzing existing online sources and industry-related content to quickly understand the workflow and challenges faced by showroom sales executives.
I red some articles on reddit, LinkedIn, Medium, Podium and added the key insights I gathered from them.
The research phase focused on analyzing existing online sources and industry-related content to quickly understand the workflow and challenges
faced by showroom sales executives.
I red some articles on reddit, LinkedIn, Medium, Podium and added the key insights I gathered from them.
01
“Follow-up consistency separates top reps”
“Follow-up consistency separates top reps”
02
“Test drives are the highest conversion trigger”
“Test drives are the highest conversion trigger”
03
“Personalization builds trust”
“Personalization builds trust”
04
“Don’t expect customers to buy a car on their first visit.”
“Don’t expect customers to buy a car on their first visit.”
Take aways
Take aways
Take aways
Sales executives need quick access to customer history
Sales executives need quick access to customer history
Hard to track test drives and inventory availability
Hard to track test drives and inventory availability
Lack of centralized visibility into sales performance
Lack of centralized visibility into sales performance
User Interview
User Interview
User Interview
I conducted a quick user interview through a phone call with my friend Kirubakaran, who works as a showroom sales executive at Maruti Suzuki,
I conducted a quick user interview through a phone call with my friend Kirubakaran, who works as a showroom sales executive at Maruti Suzuki,
Here are some of the questions I asked Kirubakaran during the user interview,
Here are some of the questions I asked Kirubakaran during the user interview,
01
01
How do you currently manage customer leads and follow-ups?
How do you currently manage customer leads and follow-ups?
02
02
What is the most challenging part of your daily workflow?
What is the most challenging part of your daily workflow?
03
03
Do customers usually buy a car during their first showroom visit?
Do customers usually buy a car during their first showroom visit?
04
04
What information do you need quick access to while talking with customers?
What information do you need quick access to while talking with customers?
05
05
What would make your work easier and more efficient?
What would make your work easier and more efficient?
User Persona
User Persona
User Persona
Created based on insights gathered from user interviews and secondary research.
Created based on insights gathered from user interviews and secondary research.
NICK SMITH,36
NICK SMITH,36
Senior Sales Executive • 9 yrs at BMW Chennai
Senior Sales Executive •
9 yrs at BMW Chennai
GOALS
GOALS
Achieve monthly sales targets
Achieve monthly sales targets
Build strong relationships with customers
Build strong relationships with customers
improve follow-up consistency
improve follow-up consistency
Convert more leads to customer
Convert more leads to customer
NEEDS
NEEDS
A Central platform to manage leads and customers
A Central platform to manage leads and customers
Quick access to customer history &
vehicle information
Quick access to customer history &
vehicle information
Real-time inventory availability
Real-time inventory availability
Easy tracking of target and activities
Easy tracking of target and activities
CHALLENGES
CHALLENGES
No clear visibility of sales perfomance
No clear visibility of sales perfomance
Hard to remember and manage followups
Hard to remember and manage followups
Time-consuming manual customer entry
Time-consuming manual customer entry
customer data is scattered accross spreadsheets and notes, etc.
customer data is scattered accross spreadsheets and notes, etc.
Information Architecture
Information Architecture
Information Architecture
Customer Journey mapping
Customer Journey mapping
Customer Journey mapping
I created a Customer Journey as a storyboard showing the journey of a typical Sales executive
I created a Customer Journey as a storyboard showing the journey of a typical Sales executive
01 - Problem Scenario
01 - Problem Scenario
02 - Solution Scenario
02 - Solution Scenario
Low Fidelity Wireframes
Low Fidelity Wireframes
Low Fidelity Wireframes
I sketched wireframes to quickly visualize ideas, explore layouts before starting the final UI design.
I sketched wireframes to quickly visualize ideas, explore layouts before starting the final UI design.
Style Guide
Style Guide
Style Guide
I sketched wireframes to quickly visualize ideas, explore layouts before starting the final UI design.
I sketched wireframes to quickly visualize ideas, explore layouts before starting the final UI design.
Color
Color
Nuetral colors
Semantic
Data Visualization Palette
Typography
Typography
Inter Display
Aa
ABCDEFGHIJKLMNOPQRSTUVWXYZ
ABCDEFGHIJKLMNOPQRSTUVWXYZ
ABCDEFGHIJKLMNOPQRSTUVWXYZ
ABCDEFGHIJKLMNOPQRSTUVWXYZ
0123456789
0123456789
Regular
Regular
Medium
Medium
Semibold
Semibold
Bold
Bold
Inter Display
Icons
Icons
Components
Components
Button
Chip
Search
Nav Link
Input Field
Badge
Header
Button
Chip
Search
UI Screens
UI Screens
Login
Login
Forgot Password - Email authentication
Forgot Password - Email authentication
Dashboard
Dashboard
A centralized dashboard that helps sales executives track performance, manage leads, and streamline daily showroom operations efficiently.
A centralized dashboard that helps sales executives track performance, manage leads, and streamline daily showroom operations efficiently.
A centralized dashboard that helps sales executives track performance, manage leads, and streamline daily showroom operations efficiently.
Leads
Leads
Manage, prioritize, and track customer leads efficiently with real-time insights and streamlined follow-up workflows.
Manage, prioritize, and track customer leads efficiently with real-time insights and streamlined follow-up workflows.
Manage, prioritize, and track customer leads efficiently with real-time insights and streamlined follow-up workflows.
Customers
Customers
View, track, manage customer interactions across sales journey to build stronger relationships and close more deals.
View, track, manage customer interactions across sales journey to build stronger relationships and close more deals.
View, track, manage customer interactions across sales journey to build stronger relationships and close more deals.
5.1 Customers Details
5.1 Customers Details
Sales
Sales
Track sales performance, revenue trends, and key business metrics through a centralized and insight-driven sales management experience.
Track sales performance, revenue trends, and key business metrics through a centralized and insight-driven sales management experience.
Track sales performance, revenue trends, and key business metrics through a centralized and insight-driven sales management experience.
Inventory
Inventory
Monitor vehicle availability and quickly identify cars ready for customer delivery or test drives.
Monitor vehicle availability and quickly identify cars ready for customer delivery or test drives.
Monitor vehicle availability and quickly identify cars ready for customer delivery or test drives.