Empowering Sales Leadership through Technology
Intro
SalesLead was created to give supervisors a single tool to track sales performance and manage their teams more effectively. My role covered the end-to-end design process, from stakeholder alignment and user research to prototyping, testing, and rollout. The goal: make sales management more data-driven, intuitive, and actionable.
Insights
Admin & Control Supervision
- During initial interviews with supervisors, it became clear that each had unique routines and methods, leading to inconsistencies across teams. This insight guided us to prioritize a structured, standardized workflow in the app, enabling supervisors to follow unified routines, which improved team cohesion and performance tracking.
Feedback-Driven Iterations
- Feedback from supervisors during the testing phase provided actionable insights, especially regarding usability. For example, initial issues with navigation were refined, and the feedback loop ensured that user needs were met, resulting in a satisfaction score of 4.3 out of 5 by Month 3.
Task Management as a Core Functionality
- Early feedback highlighted that task assignment and tracking were time-consuming when done manually. SalesLead’s task management tools became essential for simplifying task assignment and completion tracking. By the third month, task completion rates via the app had reached 83%, a strong indicator of its effectiveness.
Importance of Real Time Data for Decision-Making
- Supervisors often reported feeling disconnected from real-time data, limiting their ability to respond promptly to team needs. The app’s real-time monitoring features were developed to address this gap, empowering supervisors to make faster, more informed decisions, which led to a 6% increase in task completion rates by sales representatives.
Target Audience
The app was designed for sales supervisors managing B2B and B2C teams nationwide. Their main challenges included tracking dispersed salesforces, monitoring goals, and aligning resources across multiple regions.
These supervisors play a critical role in ensuring that sales representatives meet performance goals, adhere to company protocols, and maintain consistent customer engagement. The app equips supervisors with the tools to elevate their role from task management to strategic leadership.
Goals
Improve Digital Adoption: Equip supervisors with a tool tailored to their workflows.
Real-Time Monitoring: Provide up-to-date performance dashboards to drive coaching and accountability.
Task Management and Goal Achievement: Simplify KPI tracking and highlight progress toward monthly targets.
Resource Optimization: Enable data-driven decisions to reallocate efforts where most needed.
Key functionalities
Daily Tracking of sales team
performance
Commissions Visibility
(Monthly Goal)
Comparison Across Teams
to identify strengths and gaps
Design Thinking and low quality wireframes
Using Design Thinking, I facilitated co-creation workshops with supervisors to map pain points and ideate features. Low-fidelity wireframes helped validate flows early before investing in development.
