CT Mobile - Sales Enablement Tool
January 2019
Part 3: Concept Design & Recommendations
“This will define the best practices of our application for years to come.”
–Alexey Patsko, VP Products, Managing Director Europe, Customertimes
After the CT Mobile collaborative design workshop, we made three key design recommendations.
Recommendation 1 was to improve the core interaction paradigms to align with user needs and tasks. The challenges of the application’s navigation framework included a large menu with numerous options; many clicks required to get to the desired screen; lack of context when initiating tasks and viewing data; interactions organized around the data model rather than user tasks; and custom features not integrated into the design.
I redesigned the navigation framework to simplify and focus on most used functions; provide an account-based context for tasks; differentiate between account and visit-specific activities; and support multi-tasking.
Recommendation 2 was to make the UI more modern, friendly, and simple to use. Under my guidance, our designer established an updated, elegant look and feel; provided support for custom branding and palettes for different CT Mobile clients; differentiated content from calls-to-action; applied a thoughtful use of icons; and used a custom font that is clean, legible, and lends personality.
Recommendation 3 was to develop much-needed features to support visit planning, the top-priority workflow.
The challenges of the use of CT Mobile for visit planning included sales reports that are not integrated; difficulty finding notes from past visits; and no quick reference summary of client. My team redesigned the visit planning workflow to give a clear view up front of the day’s activities; provide all of the information the sales rep needs in one place; support plan creation with tie-ins to in-store tasks; and help optimize use of time with smart scheduling.
We ultimately realized these recommendations in a testable prototype to use as the basis for further design iterations toward the ultimate goal of making a more efficient, enjoyable tool that improves the lives of CT Mobile users.
