Switch 2.0 - Smart Sales App for Africa

Tracking Sales efficiently and seamlessly

Introduction

The client wanted to develop a comprehensive mobile application tailored for remote and field sales teams in Africa. This application would aim to empower sales representatives by providing them with the ability to manage sales activities efficiently while on the move. The App integrates with the main database of the solution to pick relevant data sets and convert them into key KPIs for their sales reps.

Overall, the client desired a robust mobile solution that could streamline sales processes, enhance data visibility, and optimize decision-making for their remote and field teams operating in Africa.

The challenge

Navigating Complex Flows: Our client sought to develop a mobile solution empowering remote and field teams to manage sales on the fly. However, this posed a significant UX challenge due to the multitude of features the app intended to offer. Crafting an intuitive user experience demanded meticulous flow arrangement and detailed layout considerations for each element.

Optimizing UX for Targeting and Capturing KPIs: Within our comprehensive app featuring a wide array of functionalities, pinpointing key performance indicators (KPIs) vital to sales representatives was paramount. Strategically placing these metrics ensured seamless access to pertinent data, enhancing the user experience through intuitive visual representations.

Balancing Data Dynamics for Sales Representatives Addressing the need for up-to-date insights, we encountered the challenge of integrating multiple filters and sorting options within our app. Sales representatives require easy access to refreshed data, enabling them to track crucial metrics like recovered versus pending amounts across various timeframes. Finding the optimal solution to seamlessly manage these data dynamics posed a significant challenge in ensuring a streamlined and intuitive user experience.

The Solution

Navigating Complex Flows:

Developed a streamlined user interface (UI) with intuitive navigation pathways to facilitate easy management of sales tasks by remote and field teams.

Conducted thorough user research to understand user preferences and pain points, resulting in a carefully crafted flow arrangement and layout design.

Implemented interactive elements and clear visual cues to guide users through the app’s multitude of features seamlessly.

Optimizing UX for Targeting and Capturing KPIs:

Identified key performance indicators (KPIs) crucial for sales representatives through collaboration with stakeholders and user feedback.

Designed a dedicated dashboard within the app, strategically placing KPIs for easy access and visibility.

Utilized data visualization techniques such as charts and graphs to present KPIs in an intuitive and visually appealing manner, enhancing user comprehension and decision-making.

Balancing Data Dynamics for Sales Representatives:

Developed a robust filtering and sorting system, allowing sales representatives to customize data views based on their specific needs.

Implemented real-time data updates to ensure that sales representatives have access to the most current information, including recovered versus pending amounts.

Integrated user-friendly controls for adjusting timeframes, enabling users to track data trends over different periods effortlessly.

The Result

Not only did we designed anf built a robuts solution but also secured investment for the project, positioning the business for growth. Through rigorous discussion, creative exploration, and deep engagement with the client's vision, we've unlocked invaluable insights and innovative solutions. The collaborative process not only strengthened our understanding of the project objectives but also fostered a sense of shared ownership and commitment towards achieving success

No. of Screens

Timeline

1.5 months

Resources - UI

Engagement

UI & UX

Aakash Phulwani

Founder and CEO - Switch

What really impressed me was how Team Idhyha didn't rush into using fancy design tools right off the bat. Instead, they went old school, working with paper and pen to crystallize our requirements. It was a neat, back-to-basics approach that really helped us nail down exactly what we needed. And let me tell you about the Figma board they used—it was top-notch! The standards and hygiene of the board were incredible, making it really easy for us to understand the design concepts and provide feedback. But it didn't stop there. The team also produced detailed design documents showcasing user journeys and test cases based on the design. It was simply outstanding how we, together, accomplished such a complex and lengthy app following processes and old school techniques. I wouldn't hesitate to recommend Idhyha Creatives and Technology to anyone looking for a tech partner.