Crafting a User-Centric Salesforce Sales Experience

Business Goals

Foster relationship-based selling

Created a custom app based on data insights, ensuring it meets specific business needs.

Shift focus from transaction to consultation

Streamlined sales processes to enhance efficiency and productivity.

Accurate service and sizing match

Enhanced quote accuracy and identified new upsell/cross-sell opportunities.

“Test, test, and test some more”

Outcomes of the “5D Goodness Ladder” for Federal Projects

Tailored Solutions from Real-World Experience

By prioritizing user experience and integrating comprehensive security measures, Intelligaia's customer-centric product-led growth strategy helped resolve pre-development challenges, resulting in a successful and widely adopted AI deployment platform.

SalesForce Design and Development Expertise

Leveraging Salesforce expertise, we streamlined sales operations, increasing quote accuracy and efficiency, leading to higher sales team productivity and customer satisfaction.

Deep Knowledge of B2B Commerce Processes

Our understanding of B2B commerce optimized sales workflows, enabling accurate, multiple quotes and effective upsell/cross-sell strategies, boosting revenue and client engagement.

User Interviews, Design Thinking Workshops and Prototype Testing

Through user interviews and design thinking workshops, we refined prototypes, enhancing usability and aligning the platform with sales teams’ needs, ensuring successful adoption.

User-Centric Product Development

Intelligaia initiated the research process with its internal user research team by analyzing the existing application's workflow, user personas, journey gaps, and conducting a competitive analysis.

Journey Map

By interviewing sales teams, we mapped out their current user journey to identify challenges facing the business objective, and derive hypotheses.

UX Mapping Workshop

Customer Experience

User Story Mapping

We create a detailed Journey Map and Value Stream Mapping for the responsive persona and related roles.

User Stories

Information Architecture

Our research team has provided a comprehensive documentation of the to be Information Architecture. This collaboration with the client ensured that the IA remained flexible and scalable, adapting to new features and user needs over time.

Tangible Outcomes: Driving Real Results

Custom App Development

Created a custom app based on data insights, ensuring it meets specific business needs.

Boosted Sales Efficiency

Streamlined sales processes to enhance efficiency and productivity.

Improved Quote Accuracy

Enhanced quote accuracy and identified new upsell/cross-sell opportunities.