STEP 2: What does the process feel like for the customer and salesforce?
Our client’s salesforce needed a seamless process. In order to ensure repeat and referral business, our changes needed to be fluid. We needed to provide participants with a great experience at every level.
We took a customer-centric approach with the change. That’s when we asked ourselves, how can this change make our customer’s lives better?
Here are the 9 experiences we considered in development:
Easy Online Scheduling for Direct Sales Hosts and Consultants
That moment when…
As soon as a host opened their portal to create their first invitation for a direct sales event, we had to nail it. That meant we had to include all the tools a host would need to succeed. And after that, the entire experience had to be user-friendly.
Organizer Access to Guest Lists, Invitations, and Reminders
Your salesforce performs better when they can see what’s happening, as it happens. Therefore, we provided real-time information so your salesforce can change tactics as things move forward. In other words, they can see what’s coming and how their outreach is working. That’s why we kept guest lists, invitations, and reminders at their fingertips.
Attendee Reminders via Email or SMS Texts
Automated reminders help the host ensure attendance. First, they set up the emails and SMS texts. Then, they never have to do it again. Consequently, attendees receive automatic follow up communication.
Additionally, reminders help your salesforce stay top of mind to their attendees.
Salesforce Real-time Order and Booking insights
Sales people are goals people. And nothing gives your salesforce more drive than watching orders come in, real-time! For that reason, the platform changes needed a dashboard so the distributor could celebrate EVERY success!
Event Credits and Incentives With Dynamic Updates
Motivation moves people forward. And for your sales team you know that means event credits and incentives! As a result, we keep these metrics up-to-date on the distributors dashboard.
Purchases Accepted on Multiple Devices With Various Payment Methods
We removed any purchase barriers for the customers. That meant allowing check out on any device with numerous ways to pay. In other words, no customer should feel restricted in getting the products they want to buy.
A Quick, User-friendly Experience
Challenge one: customer and distributor need for mobility during events. With everyone stuck at home, sitting in front of a computer screen was a no-go. Our customer-centric approach allowed developers to create unique ways for everyone to stay mobile!
Product Orders Shipped and Tracked Anywhere at Anytime
In our experience, consumers expect updates and tracking on their orders. Thus, we ensured order transparency for all orders placed for the customer.
Transaction Details Available Immediately to Distributors
Our salesforce needed access to every order placed through their efforts. For example, when was it placed? What did it ship? When would it arrive?