Managers and Sales Representatives.
The current procedure of closing a stage can be overwhelming by the number of call-to-action buttons to close the stage and define it as "won" or "lost" with the reason and dollar amount. Moreover, it lacks context when hovering over stages, such as full name, and dollar amount.
This uncertainty and lack of clarity make it difficult for me to effectively track and manage my sales pipeline. It also hampers my ability to analyze and strategize for future sales opportunities. This impacts my overall productivity and performance as a Sales Representative.
Based on one of the three levels of emotional processing, the "behavioral Level." The sales Representative does not know if the stage has been closed successfully or the entire project/opportunity closed as "won" or "lost." Therefore, it creates cognitive load and frustration for the user when dealing with closing stages with clients.
Improve usability by reducing the number of calls to action and placing them into the phase where they are needed to select close specific stage, and close entire opportunity with the reason, and dollar amount.
Enhanced tooltips: While tooltips are a valuable addition, Including more detailed information and explanations is beneficial. This will include providing insights into the impact of closing a stage or opportunity.
Familiar patterns and learnability: By using familiar design patterns and cues, the solution enhances the learnability of the product, making it easier for users to understand and navigate.
The addition of features like hovering over stages, color cues, and notifications enhances the user experience by providing contextual information and visual cues. This improves the learnability of the product and reduces the need for manual effort to gather information.
• Increase completion of tasks by facilitating the user to make smarter decisions and not worry about memorizing data
• Facilitate use cases when communicating with clients and internal staff when completing stages
• Increase learnability by using familiar patterns and mental modals
“Sales Rep. spend most of their time on other sites, and they prefer your site to work the same way as all the other sites they already know” - UX LAW
Competitive Analysis Research
There are other CRMs that have similar patterns when completing Opportunities/Projects. By using AI tools my research focused on finding similar patterns for users like Admin, Managers, and sales representatives and applied them based on the business objective.
# Why's
Why would the Sales Representative want to use VenuTRAX Stages when converting leads into opportunities?
So the sales representative can target opportunities and make intuitive decisions that will lead to closing a lead/opportunity successfully. Whether they won or lost, the data will allow the sales representative to improve on the areas that need more attention.
Why would the Sales Rep. want to do that?
The sales representative wants to meet deadlines and exceed expectations. This will allow the sales representative to keep learning from their areas of opportunity and increase revenue and conversion rate for the business.
Why does the Sales Rep. want to do that?
Having more time to invest in the deals will allow the sales representative to increase the number of clients and trust among them by providing excellent service when closing deals.
Why does the Sales Rep. need to know that?
As their career progresses, service will remain for years. Therefore, the sales representative's reputation reflects how efficient the business is and how impactful they are on the clients.
Why would the Sales Rep. care about that?
Essentially the time spent on the customer and service will be reflected in the oncoming years. Also, based on the reflective emotional level, the sales representative is aware his/her reputation will be analyzed by managers, and executives.
Interview 1: Currently It is hard to tell whether the stage has been closed successfully by just using the color "purple" and "blue" to mark the stages as won or lost. Normally when you close a stage it shows something that will make it easier for us to keep track of where we are or what we have closed so far.
Until now, I have been dealing with these issues by relying on manual tracking and documentation. I make extensive use of spreadsheets and notes to keep track of the different stages of an opportunity or project. I try to be meticulous in updating the status of each stage and recording the necessary information
Interview 2: To address the lack of context when hovering over stages, I often have to click on each stage to retrieve the necessary information, which is time-consuming and interrupts my workflow. I have tried to create my own system of abbreviations or symbols to indicate the status of each stage, but it's not always clear or consistent.
Overall, these strategies are somewhat effective in managing the problem, but they are not ideal. They require additional time, effort, and mental energy, which could be better spent on other important tasks. I believe there should be a more efficient and user-friendly solution to address these issues.
1 in 5 users will eventually suffer from some sort of disability such as low vision, memory, hearing, cognitive, and aging issues. Therefore, applying flexibility and mental models for managers that may suffer from a disability was crucial for the project.
The stages have been substituted with a pattern that allows the user to see the direction of the progress, with arrows directed to the right. The sections will have states such as default, hover, current, and previous stage. In this case, the current stage is represented as filled with the primary color, blue. As well as the buttons have changed from won, and lost to mark as complete. Also, the tooltip functionality has been added when the user hovers over the stage section, it will display the entire information. This will allow the user to get more context when the titles are too long or the stages have been completed or lost.
The Sales Representative will receive a notification as a reminder that the stage has been completed. The color green was added as a cue for a successful action.
The user is able to select what type of closed opportunity they ended at the end of the deal. In this case, the two options are, won and lost. As well as the reason, amount and status of the opportunity/project.
Admin/Manager/Sales Representative is able to change the status of the opportunity once they closed it.
Moving Opp. TO Other Timeline
They now have the flexibility to move projects/opportunities to another timeline or stage.
Navigate Completed Stages
Key performance indicators from the usability of their wi-fi is available for the users as dashboard.
Overall, the stages has been approved and now in a progressive enhancement stage where feedback will be implemented to create a better user experience. Finally, the functionality pattern and accessibility will continue to evolve but the manager's behavior will remain the same.
