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Domain
Enterprise CRM
Platform
Web Application
Services
Define, Design

Sales Excellence should be less about analyzing historical data and more about Influencing the future

3S, a management consultancy specializing in Sales Transformation for Growth, is tasked with deploying innovative sales strategies within expansive, geographically dispersed sales networks. Salesgoal reached out to us to define & design a CRM system that empowers sales managers to take the lead rather than simply follow sales, thus fostering genuine sales excellence.

project
project

Discover.

Desilo collaborated closely with the 3S team to understand their ecosystem. We conducted thorough desk research on the market, competitors, and USPs. We used these insights in a design thinking workshop with 3S stakeholders. Together, we documented agreed discovery findings that now guide our design direction.

Design.

After the discovery phase, our team strategically planned the next steps. We defined the sitemap architecture as our reference for the CRM System's overall structure. Concurrently, we conducted mood boarding exercises to decide the site's visual style. Our strategic approach was specific, realistic, and time-bound. Once we finalized the information architecture and user journeys, we started crafting the wireframes.

Our Story.

Desilo are digital marketing experts and can partner with you to implement tactical campaigns which engage and connect audiences whilst driving ROI for your brand. We are SEO and SEM professionals and have implemented successful search campaigns for clients which drive super-charge improvements in organic rankings, increase visits and grow revenue.

Define.

Salespeople should have a grasp of various facets of the design process, encompassing the user interface for CRM design and its practical utilization in real-life scenarios. Flexible layouts enable users to tailor the experience to their specific requirements.

project1

ACT was operating across complex workflows & processes dedicated to different functions & modules, none of which were fully digitized or user-centric in nature. There were zero touchpoints that captured data from all services (from new connection to issue resolution) in real time & hence a lot of lags, delays, & inaccurate data points kept leaking into the system. Lack of end-to-end digitized services meant manual tracking, updates sharing, & other operations performed on a strictly physical basis.

project1

Our collaboration with 3S has proven to be highly gratifying, as our design approach was meticulously tailored to suit the unique requirements and cultural nuances of the sales market. Design, as we recognize, varies significantly across industries, and this partnership provided us valuable insights into the intricacies of the sales market.

project1

ACT was operating across complex workflows & processes dedicated to different functions & modules, none of which were fully digitized or user-centric in nature. There were zero touchpoints that captured data from all services (from new connection to issue resolution) in real time & hence a lot of lags, delays, & inaccurate data points kept leaking into the system. Lack of end-to-end digitized services meant manual tracking, updates sharing, & other operations performed on a strictly physical basis.

project1

Conclusion

Our collaboration with 3S has proven to be highly gratifying, as our design approach was meticulously tailored to suit the unique requirements and cultural nuances of the sales market. Design, as we recognize, varies significantly across industries, and this partnership provided us valuable insights into the intricacies of the sales market.