Revamped the RB Saathi app and added features to manage, track, and boost FLS & DST team productivity, lead visibility, lead engagement and increase sales.
RenewBuy Saathi is a field sales app that helps sales teams to manage partner/customer leads, schedule meetings, track daily tasks, and hit business targets all in one place. And supervisors get real-time visibility of their team productivity and activity.
Only ~58% of FLS and DST users are actively using the app. due to low engagement supervisors don't have a clear visibility of their team work and efficiency. As this leads to data security at risk.
Partner and customer leads are scattered across multiple channels with no real-time tracking. This creates dependency on FLS and sales agencies to update lead status manually.
Daily meeting and attendance data from FLS is not clearly visible to supervisors and admins, so attendance and their activity cannot be reliably tracked.
Poor lead tracking causes missed follow-ups and lost conversions, resulting in business losses.
We interviewed a few of the FLS, RM’s and operations team members and recorded feedback. Some of the feedback is useful for us.
We conducted a audit of the existing screens. We identified some key reasons why users are choosing not to use the app actively.
We started with how might we statement. We focused on the following questions to be addressed as part of our work.
🤔 How might we increase and monitor the FLS daily activity for supervisors?
🤔 How might we improve the lead finding experience for FLS?
🤔 How might we improve meeting’s feedback recording and reschedule experience?
🤔 How might we increase Partner and Customer lead management?
🤔 How might we improve the direct customer support and visibility for FLS?
We collated research and stakeholder feedback, brainstormed solutions, created paper sketches, user flows, and designs, then tested and iterated prototypes based on tech feasibility and requirements.
We integrated a dedicated customer management flow and enhanced the existing flows. Now FLS teams can manage both partners and their own customers seamlessly, helping the FLS team achieve sales targets and handle customers even when partners are unavailable.
We redesigned the dashboard by adding key options and removing non-useful ones. Other screens were also updated to improve UX and align with new integrations.
Here are the screens that I designed as part of this redesign project.
After UAT testing with stakeholders and final iterations, we rolled out updates to production for all FLS and DST teams across India. Over a three‑month timeline, we observed measurable improvements:
App engagement: By the FLS team, increased to 84% from 58% over the 3 months.
Lead to meeting: Conversion improved to 68% for Partners and 47% for customers over the 3 months.
Lead to conversion: We saw a 14% improvement in partner lead conversion and a 3.7% improvement in customer lead conversion.
Some of the information, visuals, and details presented in this case study have been modified, simplified, or generalized to respect confidentiality and protect the privacy of company projects. The case studies and examples are intended solely to showcase my design process, skills, and approach, without disclosing any sensitive or proprietary business information.
