Employee centric CRM eco-system which empowers its users with Machine Learning & Artificial Intelligence.

The solution represents an adaptive, intelligent and assistive sales experience eco-system. The goal was to take an existing highly labor intensive sales process and prepare it for the future growth on a global scale.

We streamlined the system into a digitalized, guided process, keeping what was loved and introducing AI when it could help with team creation, compiling data, and dozens of other ways to empower the team seamlessly.

As the user and teams continue to grow the ML will harvest RFP responses, sales documents, prototypes, and presentations for future use. Account management, and Opportunity forecasting along with sales & goal tracking were all folded into a solution which became a destination to work, because it gave employees what they needed, when they needed it and eliminated the clutter.

Deliverables included:

• Workshops & Executive Workshop Summary Decks

• Personas

• Design Mood Boards

• Concept Sketches for User Journeys and Screens

• Wires frames

• Sketch Clickable Prototype for Usability Testing

• Video of Prototype with VO