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Automotive Lead Management System Case Study

Modernizing Nissan's Sales through Nissan Sales Assistance (NSA)

A Powerful Tool Developed by Tiez Interactive for Nissan India - From Manual Tracking to a Digital Powerhouse

Category
  • Automotive
  • Lead Management
Services

Strategy Consulting, Digital Transformation, UI/UX Design, Hybrid Mobile Application Development, API development and integration, DevOps Engineering

About This Project

A prominent automotive manufacturer seeking to improve the effectiveness of its sales operations through better lead management and tracking systems.

Overviews

Design and develop a user-friendly mobile application to streamline Nissan's lead management and follow-up processes, enhancing efficiency and conversion rates for the sales team.

Platform
  • Android
  • iOS
Nissan Project

Project Challenges

Design and develop a user-friendly mobile application to streamline Nissan's lead management and follow-up processes, enhancing efficiency and conversion rates for the sales team.

  • Integrating the new system with existing DMS and Salesforce platforms.
  • Ensuring real-time lead assignment based on geographical location.
  • Developing a user-friendly interface that could be used effectively by all levels of sales management.
  • Providing real-time performance insights and feedback mechanisms to sales executives and managers.

Solution Offered

user-centric mobile application, the Nissan Sales App (NISSAN), was developed to address these challenges. Key features included:

  • Automated Lead Assignment: Leads are assigned based on the dealer's geographical location, reducing response time.
  • CRM Integration: Validation of leads to filter out fake ones, saving time and effort for sales executives.
  • Follow-Up Tracking: Detailed tracking of follow-up activities, including call duration and frequency.
  • Performance Metrics: Real-time insights into sales performance, allowing for immediate action and adjustments by management.

Top Functionalities

  1. Daily Action Planning: Sales executives can plan and assign daily actions to leads, ensuring systematic follow-ups.
  2. Lead Progress Tracking: Detailed progress tracking and updates for each lead.
  3. Monthly Target Monitoring: Sales executives can monitor their progress against monthly targets.
  4. Real-Time Reporting: Managers can drill down into performance metrics and take immediate action.
  5. Resource Sharing: Sales materials (brochures, videos) can be shared directly with clients via WhatsApp.
  6. Lead Rating and Reminders: Set reminders for follow-ups and rate leads based on their potential.

Problem

the problem that occurs in the current business process is that many items are sold, but still use the conventional method. so that orders cannot be made quickly, and transaction data cannot be stored properly.

  • -Delayed Lead Assignment: Inefficiencies in the lead assignment process led to missed opportunities.
  • - Handling Fake Leads: Sales executives were spending time on fake leads, reducing their productivity.
  • -Lack of Usable Tracking Systems: Existing systems were not user-friendly, causing difficulties in tracking and managing leads effectively.
Problem VS Solution

Solution

The solution that is made is to build an android application that can place orders online so that business processes to end-to-end users can occur properly.

  • Developed the Nissan Sales App (NISSAN) with a focus on usability and user experience. Key design considerations included:
  • - Intuitive Design: Simplified navigation and user interface tailored to the needs of different sales roles.
  • - Automated Lead Management: Geolocation-based lead assignment to reduce delays.
  • - Interactive Dashboards: Real-time performance metrics and follow-up tracking.
Location
Preparation

Design Process

Design Flow
  • Research & Ideation
  • Design & Prototype
  • Testing
Development
  • Add here
  • Ideate

    Turn idea from concept and brainstorm to MVP

  • Design

    Sketch out the product to align the user needs

  • Develop

    Convert the designs into a live application

  • Deploy

    Launching the application to the market

Design Timeline

Our achievement in the journey depicted in numbers

Design Timeline
01 - Ideation
  • Brainstorming
  • Research
  • Interview
02 Research and wireframe
  • Interview
  • empathy Map
  • User journey
  • General Flow
  • Design trend Research
  • Low Fi testing (AB)
03 Hifi Design
  • Design Main Cases
  • Design Edge Cases
  • Design UI documentation
  • Design Sytem
  • Design Flow Per Cases
04 Prototype and Testing (UT)
  • General Prototype
  • Edge cases Prototype
  • Usability Testing
  • Gather Feedback
  • Design Revision
05 Development
  • Handoff to developer
  • Assets Documentation
  • Translate from UI to code
  • Unit Testing
  • UI audit
  • Gather Feedback
  • Layout Revision after feedback
  • Ready to test
Testing -> Release
  • Add here
Location
Preparation

User Research

Research Plan
  • Interview
  • Personas
  • Empathy Map

Stakeholder Interviews

Conducted interviews with sales managers and executives to understand the existing workflow and challenges.

  • Stakeholder
  • Stakeholder
  • Stakeholder
  • Stakeholder
  • Stakeholder
  • Stakeholder
  • Stakeholder
  • Stakeholder
Empathy Map

Empathy Map

Created empathy maps to better understand the emotions, thoughts, and behaviors of our user personas during their interactions with the current system.

Empathy Map

UI Design

Our aim was to create an intuitive and user-friendly interface for sales representatives to efficiently manage leads. The following screenshots highlight key screens and features, demonstrating our approach to ensuring a seamless user experience from lead capture to follow-up.

Values Delivered

  • Increased Efficiency: Streamlined lead assignment and validation processes reduced lead response times and improved follow-up efficiency.
  • Higher Lead Conversion: Improved tracking and management of leads led to higher conversion rates.
  • Enhanced Performance Visibility: Real-time insights and performance metrics enabled better decision-making and timely interventions.
  • Time and Resource Savings: Automation and validation of leads saved significant time and resources for sales teams.

Values Delivered

The Nissan mobile application successfully optimized lead management for Nissan, empowering their sales teams to achieve higher efficiency and better sales outcomes in the competitive automotive market.

FAQ's

Beyond Software Development Services: We are more than just a Software Development Company, we like to call ourselves your partners in designing automated workflows that create positive impact.

In-House Talent With Robust Experience Our expert pool of inhouse designers, tech consultants, and developers makes for the perfect dream team that will act as an extension to your team. With us it's not your typical agency-client relationship, but that of one team.

A. Offshore Remote Teams A remote model that allows you to have teams that work as a part of your organization but from our location. This serves as a pragmatic and feasible option if you seek complete control and investment from us for your operations.

B. Fixed Price Projects A working model that requires us to define the specific scope and deliverables on every campaign and project we offer you. This includes fixed budgets and fixed timelines that comes with professionalism and systematic patterns.

Our development team works systematically in various steps. Here they are:

  • We help assemble the right team by choosing the right candidates fit for the job to take that responsibility off your shoulders.
  • We create a sprint roadmap with a collaborative team effort, where every member contributes with their inputs.
  • We separate the codes and decouple monolithic software into microservices that aids easier and efficient work by the team.
  • We break down the execution process with separate deadlines for each instead of one single deadline to produce quality as per your needs.
  • We conduct code reviews before the launch to identify any concerns like leaks, low performance, and other issues.
  • We conduct weekly demos, reviews, and standups to clear doubts and ensure the work is moving as per the requirements.

Yes, we're up to the challenge. We're one of the few firms specializing in enterprise UX design and digital transformation of legacy business software. We've perfected our process over the years, modernizing digital platforms for leading companies such as CEAT, Mahindra, Nissan, Capri Healthcare and Renault. We analyze and evaluate options in your business context to improve your business, either by extending and innovating existing digital business or by creating brand new, potentially disruptive solutions.

We're a full-service digital agency and our services span from user research and information architecture, UX UI design, prototyping, and user testing to full-stack development and design systems.

Yes, we do. We're also a user experience agency, where branding is an integral part of any UX UI design project. We position ourselves as a different kind of branding agency that focuses on tech companies, digital products, and direct-to-consumer brands. Our branding capabilities include research, brand and digital strategy, logo design, visual identity, graphic design, motion design, style guide development, web design and more.

However, our clients often provide us with a brand strategy or a complete visual identity package. In these cases, we use the current brand foundation as a starting point, where we don't just apply it to our designing but also make sure we extend and enrich the brand while keeping it true to its roots.