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Salesleg / 2023
Organising your sales team and leads in a real estate domain is difficult. Salesleg does this efficiently by maintaining all the contacts, managing the leads and real-time tracking and timely coordination.
We were asked to re-imagining their whole process and digitalise them smartly to give a light-weight product for both web and mobile. Our main goal is to keep the product very simple, so that it is intuitive to any new Sales Associate of the organisation.
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We conducted a workshop to understand the business, nature of work, and their users. We collaborated with the Stakeholders to understand the workflow in-depth and try to see how they handle day to day complexities. We gathered the insights from it to define the root problem and ideate viable solutions.
Difficult to manage teams offline across multiple projects.
Hard to use current market softwares since it’s difficult to use and lacks customisation.
Difficult to track team’s performance and productivity.
Difficult automate team’s workflow.
Difficult to manage leads and their records offline across multiple projects.
Difficult to follow-up leads and set-up site-visits.
Lack of transparency within the team.
Difficult to track sales target and performance
Difficult to manage ads using multiple web applications.
Difficult to track ad performance since there’s no seamless application for our requirement.
Difficult to channelise leads for specific projects & team.
Difficult to manage users across multiple web application for various needs.
Hard to use current market softwares since it’s difficult to use.
Difficult to verify site visits offline.
Difficult to validate payments using offline tools.
Difficult in establishing transparent incentive ladder and brokerage % across multiple projects.
Validate all the dump leads through telecaller.
Unable to track ad performance across social channels.
We conducted user interviews and analysed them to curate it in the form of user persona. This helps as a reference point which gave us a better understanding of the users for whom we are building the platform for.
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Breaking complex problem into simpler ones by decoding them as user scenarios. We brainstormed and narrowed down solution for each user stories by providing task level details. We managed to create user-flow and information architecture guided by our user stories.
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Manage your contacts, schedule meetings, followup with your clients without dropping a sweat. We broke bigger flows into smaller chunks so that users don’t need to navigate so much.
Add users to individual project, create teams to easily set targets and track achievements. Assign priority based weights to each team member and initiate leads ingestion.
Add users to individual project, create teams to easily set targets and track achievements. Assign priority based weights to each team member and initiate leads ingestion.
After having a detailed user interview with the users, we found out the audience have 50-50 preference over table and boards view. Hence we came up with a approach where users can switch between them easily and manage all their clients in one place.
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REGISTERED IN Chennai, INDIA.
"Global Team, Building for the world"
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