INDUSTRY:
Education
CLIENT:
Sales Management
YEAR:
2021- 2022
EXPERIENCE:
APP
Kroton
Sales Management
The project focused on sales management for educational courses at Kroton Educação. The goal was to create a seamless and efficient journey for registered salespeople to sell and manage their sales directly through the app. Additionally, the platform needed to accommodate different hierarchical levels, from sales agents to managers and directors, each requiring specific access and functionalities.
challenge.
How might we design an intuitive and scalable sales management system that allows salespeople to efficiently sell and track their performance while enabling managers and executives to oversee teams and business results in a structured and data-driven way?
result.
Identified Issues
Lack of a centralized platform for managing sales and teams.
Need for role-based access with different permission levels.
Complex hierarchy requiring customized dashboards and reports.
Balancing ease of use for sales agents with robust analytics for leadership.
Results
A centralized platform was launched, enabling end-to-end sales management.-
Salespeople started completing sales directly through the app, improving efficiency.
Managers and directors gained real-time visibility into sales performance.
Custom dashboards and reports are created for each hierarchical level.
Reduction of manual processes, increasing operational efficiency.
Ariadne Freitas
Product Designer
