Camelot UK Lotteries Limited wished to implement a Sales Force Mobility application that supports the effective and efficient execution of sales visits and calls. It was intended that the application will add-value to the end-to-end sales cycle of planning, execution and reporting, to varying degrees.
The application supports the ‘facilitation’ of sales call planning by providing detailed information about the retailer, displayed in an intuitive manner. Relevant and meaningful BI, such as performance analytics, is displayed within the application that can be shared directly with the retailer to aid in negotiations to drive certain action. Data is visualised in a way that is both attractive and compelling. The application provides form input fields for rich-text data capture related to a sales visit and call. Leveraging the embedded capabilities of the tablet device, photo imagery and video can be recorded and shared.
During the Discovery project phase, UI Centric shadowed sales team members to gain insights into the ‘day in the working life’, looking at ways in which the application can improve efficiencies in managing and growing a portfolio of retailers. Key stakeholders were invited to a workshop at UI Centric’s London office, where a deep dive into core requirements was carried out through a facilitated discussion. These insights were translated into an application experience using interactive wireframes, consisting of over 50 individual screens and 5 core user journeys.