The first prototype we created had three paths in the pitch flow that can be chosen based on the customers' mindset. We also suggested the capability of saving potential customers' information at the setup so, the salesperson can follow up later.
After the client meeting, saving customer data and follow-up features had to be removed because we found out most of the cases salespeople wouldn't have access to the internet when they're out to pitch.
After the first user testing, the biggest learning was having the brand highlights upfront to be more engaging. Because we learned that the first 2 minutes decide if customers want to have a longer conversation with a salesperson.
What we learned from the second user testing was customers didn't want to ask for a recommendation at the beginning of the conversation. So we removed the recommendation flow from the prototype.
This is the final flow! We tested the third round with an older sales group and found out they enjoy talking about customers' interests. It also has proven out from the previous testings that even customers went straight to features, salespeople would like to go back to the Interest section to talk about potential upgrade opportunities. So we made a linear path for the app with the ability to jump back and forth to the sections from where you are in the sales process.
The splash screen is intended to verify whether the salesperson is from Xfinity and not here to rob your home.
This is the summary of Xfinity product features and the most important stage in the app. Because, in the first 2 minutes, salespeople need to convince potential customers with simple and impactful information to engage with a further conversation.
When the potential customers don't know what they want from Xfinity service, the interest page is a great conversation starter. Instead of throwing dry terminologies of the product features, we use a common language to figure out what they're looking for. The backend tagging system will create results on the build page and populate notification-like glowing dots on the menu items on the features page.
The features page provides detail information about each product from Xfinity to make sure potential customers' needs are covered. Selected interests from the previous screen create simple UI on the menu item to hint salespeople to provide more detail information on specific features.
This is a summary of your conversation and your "cart" experience. Your selections from the interests page will auto-populate the result on the build page. The feature modules are interactive so you can add services or modify specs on features.
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