We optimize the sales process for +500 sellers

EPIC

We redesigned the business process, capitalizing on improvements in system architecture and the experience of the different users who interact with the tools.

Strategic design / Customer Journey / Sales Force / UX UI Design

Challenge:

A leading company in the automotive sector, specialized in the sale of auto parts nationwide, contacted us to optimize and integrate the multiple systems they used in their commercial process. They were looking to reduce operational difficulties and improve the customer experience through better information transparency and accessibility for advisors.

“This tool makes it easier to consult information by reducing the number of changes between systems to obtain data” - Commercial Advisor.

what do we achieve?

We designed a proposal that simplifies commercial operations for all actors in the process, both field advisors and corporate executives, through a systems architecture that simplifies access and transparency of information for the client and internal users.

How did we do it?

Using our methodology, we detect key needs and critical points in the business process. Using this information, we redesign and optimize business system flows and architecture.

Immersion

We begin by immersing ourselves in the company, where we focus on understanding its operating and commercial model and its technological architecture with the aim of understanding the different business rules and its technological capacity.

Exploration

We conducted interviews with a variety of users, including field salespeople, corporate staff, call centers, and marketing, among others. This allowed us to map the current customer journey and understand in detail their needs and pain points when interacting with the company.

Ideation

We prioritize the main pain points and expectations of the operation and the client, to determine the starting point in terms of ideation and generation of key concepts.

Definition

Based on the lessons learned, we developed a comprehensive proposal that capitalizes on a simplified architecture for the support and management of the commercial process. We also provide flexibility at the time of a sale to empower advisors and provide better service.

Construction

Immersion

We prioritize the main pain points and expectations of the operation and the client, to determine the starting point in terms of ideation and generation of key concepts.

Exploration

We begin by immersing ourselves in the company, where we focus on understanding its operating and commercial model and its technological architecture with the aim of understanding the different business rules and its technological capacity.

Ideation

We conducted interviews with a variety of users, including field salespeople, corporate staff, call centers, and marketing, among others. This allowed us to map the current customer journey and understand in detail their needs and pain points when interacting with the company.

Definition

Based on the lessons learned, we developed a comprehensive proposal that capitalizes on a simplified architecture for the support and management of the commercial process. We also provide flexibility at the time of a sale to empower advisors and provide better service.

Construction

Some of the projects we have done
MADE UNDER THIS METHODOLOGY

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