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Context :

I was a part of the sales enablement team at Elasticrun. My responsibilities were to understand how the app of the elastic run works and how we can make sure the journey from a sales representative’s end was seamless and consistent. There were a lot of friction points that existed across the journey. The sales enablement team felt very unheard and lost, and the shop-keepers who were working with them had a lack of clarity on the offers and products that impacted a lot of things.

Objective :

  1. Improve user experience

  2. Improve upsellImprove agent-shopkeeper interaction.

  3. Expected outcome:Better salesBetter adoption of offers and app interface.

Understanding the problem in depth:

To conduct my research, I began by defining the scope to better understand the problem. I first identified all the flows that existed in the current app, trying to understand and be part of the entire flow.

What is the current flow:

Step 1: Get onboarded

Step 2: Is assigned a certain area

Step 3: Has to visit the stores assigned to him in their specific area

Step 4: Pitch and suggest better flows and products for the users.

Step 5: Has to close sales and place an order.

I began by examining the flow that happens. I spoke to close to 100 Sales Agents and 30 Shopkeepers to do this. Each agent has a regional manager who maintains a log of an entire area. We aim to build a more integrated and effective source and flow in place.

After talking to all these users. I collated a few Insights:

  1. The agents visit these stores once in 6 months rather than every month. This leads to a lot of issues when we look at it from a sales perspective.

  2. The shopkeepers have a certain set of lists that they want to have a constant stock off, and are not aware of a lot of products. that exist and a lot of offers that we are currently running.

  3. The relationship between the Shopkeeper and the org didn’t sit well across all the verticals and they felt a disconnected sense and this could only be overcome by establishing a mandatory visit and personal connect rule**.**