Field Sales App

Know what to do. Stay ahead.

My Role:

Lead UX Designer

Team:

CTO, Developer

Duration:

Oct - Dec 2024

Overview

CongruentX is a Microsoft Gold Partner specializing in custom Dynamics 365 CRM solutions and personalized applications designed to optimize business operations for clients.

For this B2B project, we wanted to focus on the distribution industry, specifically on professionals in these businesses who are on-site doing inventory management and compliance-heavy tasks like due diligence.

I collaborated with the CTO to design an intuitive mobile app that integrates key CRM information, making planning easier and allowing sales reps to begin their weeks with clear goals and confidence. I also helped to develop the Power Apps Platform by creating components that can be perfectly imported into it.

Before vs After

Revamped and streamlined information

The Goal

How can we help salespeople plan and manage their week better, keeping track of their tasks and important leads, without the difficulties of complicated CRM tools?

Sunday Stressbuster App

The Sunday Stressbuster App offers a simple, mobile solution to manage pipelines and prioritize deals. Designed for speed and ease, it empowers sales professionals to plan their week effectively.

Start Monday with confidence, without the hassle of navigating clunky, complex CRM dashboards.

Home Screen

At a glance information of your CRM status with Forecasted Revenue. Stay up-to-date Weekly Meetings and Tasks.

Dashboard

Up-to-date information on your wins and loses, important meetings and quick look at fresh leads from this week.

Meetings

Quickly record on-site sales calls and automatically process them in your CRM, view AI insights before the meeting or join teams meetings.

Pipeline

Track your entire pipeline and identify deals and opportunities to focus on for the week. Also view our propriety Line-of-sight reports for in-depth analysis of your pipeline.

The Design Strategy

  • Proactive Guidance: Providing all necessary CRM data and tasks in one view will help to eliminate uncertainty and "Sunday Scares."

  • Real-time Insights: Integrate real-time Power BI data so salespeople can quickly act on up-to-date information.

  • One-Stop Access: For a more easy navigation, combine CRM, meeting details, and AI insights into a single mobile app.

Development Strategy

  • Figma to Power Apps Workflow: Import Figma prototypes directly into Power Apps to maintain design consistency, reduce dev time, and speed up iterations based on user feedback.

  • Modular & White-labeled Architecture: Structure the app in configurable modules (Tasks, Pipeline, Meetings, AI Insights) so it can be quickly rebranded or adapted for different clients.

Learnings

  • Involve Developers Early: Bringing developers into design discussions from the start helped identify technical constraints and better shape feature feasibility, saving time and resources down the line.

  • Early Alignment with Leadership: Involving the CTO early ensured our solution met strategic goals. Their input on key decisions helped us prioritize features and meet business needs.