Decimal Technologies
B2B | Mobile App | Lead Management Solution
LMS is often referred to as Prospect Acquisition Management
Re-defining LMS
For sales executives, LMS is about managing leads, prospects, associated opportunities and activities.
Business Objectives
To increase the sales efficiency by increasing conversions per sales executive.
Existing conversion ratio 1/10
To increase activities per sales executive per day.
Average activities per day 2-3
To reduce turnaround time (TAT)
Design Objective
To design an application that would enable sales executives to manage their work life easily and increase their efficiency.
Design Approach
01
Discover
• Identifying problems
• Competitive research
• Identifying users
• User Interviews
• User persona
02
Design
• User Journey
• Wires
• Visual Journey
03
Develop
• Dev hand-off
• Dev review & test
04
Validate & Improve
Discover
01
A need analysis approach
Existing application was designed under the supervision of Subject Matter Experts (SMEs) with a business oriented thought. Considering 3 major clients, most of the relevant bank reps were onboarded on the app, but adoption rate of application was less than 10%. We decided to discover the gaps during the user journeys, And finally convinced the management & clients for their support towards the design research.
Target Audience
Sales executives (field agents) working in CRM domain
Age Group : 25-45yrs
Market : India
Competitors
Existing user flows of some industry leading competitors (Vymo, LeadTracker & LEADer) were analysed
User Interview Questionnaire
A glimpse!
02
Design
LMS Concept
Image Source : Google
User Journey Map
Wireframes
Visual Journey
04
Design Validation
Two Indian banks went live with this LMS app. Although it was too early to measure the design metrics, but one bank has confirmed that adoption rate of new application as compared to previous one has increased upto 60% within just 3 months.
Thanks for your time!