Basic Coffee
Should I add crazy 8's to this
Discipline: UX Design UI Design Interaction Design
Collaborators: Ownership
Creating a coffee experience that is also a community experience. A place to hang out, but where you can also reserve meeting space.
Add something about solo research, watching demos of other CRMs, stat about how sales coaching can improve sales/retainability. Sales coaching boosts team performance, with real-time coaching increasing annual revenue by 8%. A structured coaching program can lead to a 28% higher win rate and 88% increase in productivity. Sales coaching plays a pivotal role in professional development, boosting mid-level performance and job satisfaction.
My Role
My role was the sole designer on this project and to work one-on-one with the company's sales leaders to bring their needs into a workable prototype. Like a lot of non-designers, this sales leader was more focused on how things looked, than what things did. This meant showing me screenshots of various coaching CRM's with no context on their functionality, or what we wanted to accomplish.
The Approach
My approach started with me meeting with one of the sales managers. We covered "The Why' we were doing this (to better set-up account managers for success), but other than a few screenshots he liked, that was about as much info as he had.
"I don't know what I want, but maybe I'll know when I see it"- a very hopeful co-worker
Next, I began researching sales coaching CRM's. This included watching online demos, reading as much info as I could find, trying to learn how success was measured, and trying to see how effective they were.
Breaking coaching into the various sections: margin, sales pipeline, order count, activity, sales, active accounts, operations, and service.
Persona
As a sales person, I have a lot to learn when it comes to the business of logistics, but even more to learn when it comes to how and which potential customers to approach. Because of the steep learning curve, turnover rates for the account manager role are really high.
Cameron Burke
About
- Job: Account Manager
- Age: 22
- Education: College Grad
- Marital Status: Single
Goals
To gain financial success post college graduation while becoming established in an unfamiliar industry.
Frustrations
Understanding how the industry works, while trying to build relationships with prospective clients.
How Might We
To get a better sense of direction, the sales leader and I sat down and conducted a "How Might We" exercise. This helped us focus more on how we were going to accomplish our goals.