Trilloh
Our team was tasked with doing initial research and ideation as to what an enterprise sales support platform could look like for a client in the healthcare and sales space. It would combine functionality from a CRM, SMA, Scheduling Assistant, and Task Manager. Since the client is confidential we adapted the design into an application concept for real estate agents, given the similarity in sales processes and nature of the businesses.
Our team was tasked with doing initial research and ideation as to what an enterprise sales support platform could look like for a client in the healthcare and sales space. It would combine functionality from a CRM, SMA, Scheduling Assistant, and Task Manager. Since the client is confidential we adapted the design into an application concept for real estate agents, given the similarity in sales processes and nature of the businesses.
What It is
Enterprise sales support platform for a client in the healthcare and sales space.
Goals
Create conceptual solutions for a CRM, SMA, Scheduling Assistant, and Task Manager.
Who It’s For
Independent contractors that interface with multiple clients throughout their sales cycle.
Hurdles
Client was unsure what their users needed and relied heavily on our team to create requirements.
People
Contacts are organized into three screens. Sellers, buyers, and prospects. Size and placement on the screen indicates a hierarchy of importance of for each client. Larger circles indicate more commission. The lower half of the screen needs immediate attention, while the top half needs attention, but not immediate.
Changing Status
Once a contact has a change in status, the associate moves them to the proper category by long pressing then dragging to the respective category.
Properties
Properties are also organized into three categories, For Sale, For Rent, or Auction. The user can switch between map or image view as well as filter or search properties.
Assets
Assets play an important role in the sales process. Assets can be attached to certain properties (virtual tours, listing details, etc.), tied to contacts (credit reports, client notes, etc.) or live independently from properties or contacts (first time home buying guides, guides for staging, etc.). We organized assets by content type and then allowed users to search, sort and filter as is needed.
Inbox
Following a similar design pattern to the Asset library, we organized the Inbox portion of the application primarily by message type, and provided in additional filters as well as a search functionality. Users can select multiple messages and take any needed actions on those messages. The menu for that only appears when it is needed, again enforcing our design goals of keeping information and actions contextual and relevant.
Events
Attendees are listed on an upcoming event page. Swiping down reveals information about the property and event. The user can send and receive messages regarding the event within the app.
Tracker
Overview of daily, weekly, and monthly tasks along with tasks that are scheduled or due soon.
User Flows
Before addressing design, we first wanted to understand in detail how users were interacting with their sales prospects and how to create a digital tool around that. Below is a sample of our flow exploration to identify the simplest processes while still providing choices and flexibility.
Exploration
Properties are also organized into three categories, For Sale, For Rent, or Auction. The user can switch between map or image view as well as filter or search properties.
