Salesgoal
Sales excellence tool that empowers you to shape the future
100%
Scalability of enterprise-level frontend architecture.
2x
Faster development cycles.
24/7
Support and maintenance.
Domain
Business Consulting and Services
Platform
Web, Mobile Application
Segment
Enterprise (B2B)
Geography
Stockholm, Sweden
Services
Define, Design
The
challenges
Painpoints discovered
Lack of Tools for Sales Team
Difficulty in planning, executing, and evaluating their activities effectively.
No Performance Tracking
No clear mechanism for gaining actionable insights or feedback.
Integration Challenges
Difficulty in integrating with existing enterprise calendar systems.
Feedback Collection
Ineffective methods for gathering and utilizing Sales Representative feedback.
The
solutions
Finding uniqueness in a standard product and perfecting its implementation
Sales planner : Onboarding configuration tool for custom setup
Sales activity management
Periodic Sales performance review
Feedback loop for Sales Representatives to evaluate Sales Managers
Data-driven insights for Sales Directors to coach and monitor teams
Seamless integration with existing sales tools and processes
Our strategy
Data-Driven Insights
The platform enables better decision-making, aligning sales activities with business objectives.
Comprehensive review
Real-time insights on workforce activities
User-Centric Designs
Simplifying complex systems with simplenavigation & dashboards
Engagement
Define
- Heuristic Analytics
- UX Research
- Market Research
- Competitive Analysis
- Design Thinking
- Product Roadmap
- Growing Strategy
- User Journey
Design
- Information Architecture
- Wireframe
- Prototype
- Usability Tests
- Visuals
- Interaction
Define
We defined the solution by aligning stakeholder goals with in-depth user research.
We began the Define phase by gathering comprehensive insights from key stakeholders, including Sales Directors, Managers, and Representatives.
Through multiple meetings and discussions, we identified the core challenges faced by each user type, such as planning and tracking sales activities, providing actionable feedback, and monitoring performance.
Our research included market analysis and user interviews to understand current sales practices and pain points, ensuring the platform would address these issues effectively.
To ensure a seamless user experience, we developed user personas and journey maps for each role. This allowed us to visualize their workflows and design a clear user flow that catered to their needs.
By incorporating empathy mapping, competitive analysis, and heuristic evaluations, we refined the platform's information architecture, ensuring intuitive navigation and easy access to essential tools and insights.
These efforts laid the groundwork for a solution that streamlined sales management processes for all user types.
Design
Crafting an intuitive, visually cohesive platform with seamless user experiences.
In the Design phase, we translated the insights from the Define phase into a user-centered, intuitive platform. Our goal was to create an interface that not only looked visually appealing but also facilitated smooth workflows for Sales Directors, Managers, and Representatives. We started with wireframes and prototypes to map out the platform’s structure, ensuring that each user type could easily navigate and access relevant features.
The design process involved establishing a consistent visual language with attention to color, typography, and iconography, ensuring clarity and coherence across the platform. We prioritized interaction design and usability, testing prototypes with real users to gather feedback and refine the experience. This approach resulted in a seamless, adaptive design that empowers users to efficiently manage, track, and improve their sales activities.
Sales Plan Template Configuration
Guided Tour Experience: We designed an intuitive guided tour to provide users with a clear understanding of how to configure a customized sales template based on their organization's strategy. The tour includes helpful examples to enhance the learning experience.
Template Configuration: After completing the tour, Sales Directors can seamlessly configure flexible sales plan templates tailored to their unique sales strategy.
Team Assignment & Monitoring: Once the template is finalized, Sales Directors can assign it to their Sales Managers' teams and easily track the progress and status of each team's sales plan.
Sales Manager activity Configuration
Assigning Sales Activities: Sales Directors can assign customizable sales activities to Sales Managers, aligning with their sales strategy. Each activity is flexible, allowing for a personalized experience to fit the organization's goals.
Sales Activity Library: We designed a comprehensive library of proven sales activities, grounded in data-driven research, to assist Sales Directors in effectively configuring activities for Sales Managers.
Activity Customization: When selecting activities from the template, Sales Directors have the option to further customize specific details, enhancing the adaptability of the strategy.
Sales Performance Review
Self-Assessment for Sales Representatives: To track progress toward sales goals, Sales Representatives can submit performance reviews by entering values in predefined segments set by Sales Managers and configured by Sales Directors, offering a structured way to assess their achievements.
The
Outcome
The Salesgoal platform revolutionized sales management for 3S’s clients by enabling Sales Directors, Managers, and Representatives to plan, execute, and improve sales strategies efficiently. With customizable templates and real-time feedback, the platform aligned sales activities with organizational goals, driving business growth and enhancing performance tracking and coaching.
