TOYOTA-Customer Relationship Management System

Project brief

Redesign Toyota USA's customer management system for a better experience and streamlining business objectives for as part of an initial pitch project. Try to create an efficient way of managing leads, contacts and sales for the Salesperson.

Process

Benchmarking

4. Insights

2. Insights

5. Wire-framing

3. Brainstorming

6. Hi-Fi screens

Secondary Research

We audited Toyota's internal website and competitors which gave us key insights

Key Findings

Opportunities

User Personas

Key Insights

Design and Usability

Visual appeal: Most participants appreciate a clean and intuitive design that is easy on the eyes They emphasized the importance of a clutter-free interface that doesn't overwhelm them wit too much information at once

Ease of Navigation: Participants highlighted the need for a clear and logical navigation structure

Accessibility: Participants mentioned its the key feature must be accessible and focused on readability

Features and Functionalities

Quick KPI: Participants mentioned its a hustle to always find module wise data through dashboards that allow them to keep the track and daily task easily
Requires status and specific details related to task
Participants mentioned they often tend to miss out on the half done task and needs reminder
Quick attachments of files and email is participants need
Participants wants history of old files and changes history

Feature Ideas

Process Flow

Lead Enquiry - Happy Flow

Quote and proposal - Happy Flow

Wireframes

Hi Fidelity Screens

Navigation -modules just one click away

Thoughtfully organized and user friendly menu bar that allows salesperson to access his data module wise to keep a track of projects. Overall dashboards and Notes that can be accessed at any point.

Empowering Sales Success with

Real-Time KPI Insights

Key Performance Indicators (KPI's) like total proposal goal, proposed vs conversion, sales overview, Sales dashboard, and Sales overview help salespersons track performance, streamline tasks, and improve efficiency. These metrics provide insights into sales success, project setup efficiency, and ensure timely project completion, enhancing overall client satisfaction.

Overall Dashboard for Salesperson

A concise and simple summary of important indicators, including proposed vs conversion, Sales revenue customer details and offers and total sales overview, is given by the salesperson dashboard. Because each data point is given in an understandable numerical manner, salespeople are better equipped to monitor their success and efficiently manage their workload. This simplified perspective guarantees that no work is missed and that projects proceed seamlessly from one phase to the next. They can also filter with date, weeks, months as well.