Connected Ideas
Overview
A unified data platform for Sales Team to support transition of customers from Ala Carte to Enterprise Agreement Model.
AUDIENCE
Sales Team @ Cisco
MY TEAM
2 Data Analysts, 1 Product Leader and UX Lead (me).
TOOLS
FIgma, Miro
Duration
3 Months
Challenge
SUPPORT CISCO SELLERS
How can we help Cisco Sales team to transition customers from Ala Carte Model to Enterprise Agreement Mode.
Research
Data Silos and Fragmentation
Critical data is scattered across multiple platforms and Excel sheets, making it difficult for sales teams to access and consolidate relevant information.
Access to Insights is Delayed
The current process of gathering data and insights requires 3-5 business days for the analytics team to fulfill information requests, significantly delaying the sales team's ability to make informed decisions.
Increase in TAC (Technical Assistance Center) cases
The increase in TAC (Technical Assistance Center) cases highlights a growing number of support-related issues, which may stem from the complexity of services or gaps in understanding customer needs
PROBLEM TO SOLVE
Cisco Sellers spend considerable amount of time to get access to actionable insights due to data silos and missing metrics.
Business Goals
Target Audience
Software Sellers
Selling softwares owned by Cisco to customers
Key Takeaways
Service Sellers
Selling services owned by Cisco to customers
Boost Sales
By highlighting the benefits and bundling services, drive more customers toward choosing the Enterprise Agreement model (bundling services) for its comprehensive value
Increase Sales Efficiency
Provide sales teams with quick and easy access to critical insights, enabling faster decision-making and deal closure
1.
Stakeholder Workshop
Understand key data points like LTV, Service Mix, and TAC details.
2.
Information Mapping
Structure and organize key data points, then map user interactions to prioritize critical information.
3
Ideation, Design and Prototyping
Create low-fidelity wireframes to visualize structure, followed by high-fidelity designs for stakeholder review.
4
Communicate and Review with Teams:
Present and discuss design decisions with stakeholders and the development team, addressing any technical constraints.
5
Stay Engaged for Iterations:
Remain involved throughout development to incorporate necessary design adjustments.