Success Story:
Field Sales Mobile App and Portal
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South African Broadcasting Company
Drive Field Sales Success with a Mobile App and Admin Portal.
The purpose of this project, commissioned by a South African broadcasting company, was to enhance the efficiency and effectiveness of their field sales teams by addressing key operational challenges such as route planning, outdated partner information, and limited sales rep insights. The client partnered with JustSolve to deliver a comprehensive mobile application to address and overcome these challenges, helping the team operate at their full potential.
The Objectives.
Improving route planning.
Objective: To enhance the efficiency of route planning for field sales and service teams, reducing unnecessary travel time and improving overall productivity.
Updating partner information.
Objective: To provide real-time access to accurate and up-to-date partner and sales rep information, streamlining operations and decision-making.
Automated approval.
Objective: To enhance field sales efficiency by enabling accurate partner visit data, setting up sales territories, and notifying regional managers of audit exceptions for swift approvals.
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The Outcomes.
Enhanced productivity and route planning.
Optimised route planning and reduced travel time resulted in substantial improvements in field productivity and operational efficiency.
Effective field operations with real-time data.
Real-time access to partner data enhanced the effectiveness of field visits, streamlined compliance follow-ups, and facilitated better tracking and evaluation of field performance.
Streamlined onboarding and user-friendly.
Efficient and standardised onboarding for new field reps and new partners with an intuitive user interface that required minimal training, ensuring smooth integration and ease of use for field agents
Approach and Product Type
Low-Code, Web and Mobile App
industry
Entertainment
timeline
12 Months
The Solution.
JustSolve, together with the client, developed a mobile application for field sales and service operations, along with a web-based administrative portal for backend management. This system enabled field teams to manage tasks on the go, while providing administrators with centralised oversight and control.
value delivered
Dynamic questionnaires that adapts based on partner information, allowing more personalisation.
- Questionnaires adjust based on the specific partner information available, providing tailored interactions and insights during field visits.
- Collection of precise and actionable data improves decision-making and follow-up actions.
- Streamlines the data collection process to reduce time spent on irrelevant queries and increase overall efficiency.
value delivered
Comprehensive web admin portal for efficient backend management and oversight.
- A centralised system that enable admins to create, modify, and manage various forms, including those for sales agent onboarding, customer onboarding, and audits/visits.
- Admins can define and manage sales territories and routes, ensuring that field operations are well-organised and aligned with strategic goals.
- The system includes tools for scheduling and planning sales representative activities, facilitating better coordination and optimal allocation of field resources.
value delivered
Integrated scheduling and planning tools to streamline team coordination and optimise daily operations.
- The integrated tools enable precise scheduling of field visits, improve the efficiency of travel routes, and reduce downtime between appointments.
- Field agents and administrators can make real-time adjustments to schedules and routes based on changing conditions or priorities, enhancing both flexibility and responsiveness.
- Effective allocation of resources ensures that field representatives are assigned to tasks and locations in the most efficient manner, boosting overall productivity.
Our Services and Approach.
Our Development Approach
Our UX approach to sales automation focused on understanding user needs, from field sales teams to administrators, to create an intuitive and efficient experience across both the mobile app and admin panel. Through comprehensive user research, we identified key challenges, such as difficulties in updating records on the go, limited visibility of field agents, and repetitive audit processes. These insights guided a design that emphasised ease of use, flexible customisation, and streamlined workflows. Based on direct user feedback, we adapted the design to ensure the interface was user-friendly and required minimal training, with features like geo-location for audits and real-time updates made simple and accessible. This approach enabled us to develop a solution that not only addressed functional issues but also significantly enhanced user satisfaction and productivity, driving better business outcomes.
Danielle Speek
UX Designer
Our Development Approach
A key component to the success of the product was the development of a live style guide, which introduced standardised reusable components and adherence to best practices. This not only minimised technical debt but also streamlined future enhancements. As part of a larger refactoring effort, we also optimised the data model to enable a single user account to access multiple countries. This change eliminated the need for multiple user licenses per country, leading to significant cost savings on licensing fees. In parallel to architectural improvements, we delivered several critical features that directly impacted agent productivity, including streamlined onboarding processes, device and package linking, viewing customer wallet balance in real-time, as well as agent and customer transaction history. By structuring the project into parallel workstreams, we were able to accelerate development across multiple domains. This multi-threaded development approach ensured that key functionalities were delivered without delay, driving both efficiency and effectiveness in the product.
Jonathan Bryden
Solution Architect
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Adam Smith
Web Designer at Airtable
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Mike Warren
Product Manager at Zapier
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The right tools for the job.
With OutSystems, we were able to streamline the entire development process, from ideation to deployment. The platform provides a collaborative environment for our team to work together, ensuring a smooth and efficient development process. It also allowed us to leverage previous technology investments, maximising value and minimising waste.
An Award-Winning Product.
This solution has received the following prestigious awards.
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