Sell More

Web Application Design

A one-application solution designed on Salesforce to help the client’s sales representatives monitor; forecast; and present products, sales and ingredients to their customers.

Team Makeup: Developer (Backend), Developer (Frontend), Project Manager, Scrum Master, Users for testing (Managers & Sales Representatives, UX Researcher, UX Designer (Me)

Project Duration: 2 years

Tools Used: Figma, Illustrator, Client Design Library

Problems

Sales representatives at the client’s organization were struggling with inefficiencies and fragmented workflows due to the following issues:

Tool Fragmentation

  • Sales representatives were required to use multiple applications to track, forecast, and present product and sales data.

Lack of Personalization

  • There was no structured method for surfacing product suggestions tailored to individual customers.

Poor Forecasting Experience

  • Forecasting was being done in Excel, making it hard to navigate, analyze, and present to customers and managers.

Process

As the lead UX designer, my process included:

Discovery & Research

  • Assisted in facilitation of stakeholder interviews to define high-priority use cases.

  • Partnered with our UX researcher on user interviews and usability testing sessions with managers and sales representatives.

  • Audited existing tools to understand current limitations and overlap.

Design & Iteration

  • Created wireframes, prototypes, and high-fidelity mockups in Figma using the client’s design system and custom-created components.

  • Led weekly design reviews and sprint demos to gather iterative feedback from stakeholders and end users.

  • Translated insights into structured UX patterns that emphasized ease of use, visual clarity, and adoption.

Collaboration & Feedback Loops

  • Ran bi-weekly touch-points with managers and users to gather direct feedback.

  • Supported developer handoff with detailed design specifications and ongoing UI/UX QA.

The Solution

We created Sell More, a comprehensive, Salesforce-integrated application that streamlined forecasting, product exploration, and customer management into a single platform.

Features & Outcomes

Customer Dashboard

  • Consolidated customer insights, growth metrics, and contract status into a single, scrollable view.

  • Outcome: Reduced time to find and manage key customer data.

  • Adoption: Users were quick to adopt this tool in part because of this dashboard experience, mentioning that it helped them more quickly act and make decisions for their customers.

→ View prototype

Products & Ingredients

  • Centralized access to all product and ingredient information.

  • Included Power BI integrations and filterable drill-down views by product family.

  • Personalized product suggestion engine based on past purchases, customer profiles, and seasonality.

  • Outcome: Enabled sales representatives to make data-backed recommendations with confidence, leading to increased upsell conversations (anecdotal feedback during manager reviews).

→ View prototype

Portfolio Optimizer

  • A dynamic sandbox for building and comparing multiple forecast scenarios.

  • Familiar spreadsheet-like layout to match prior user workflows in Excel.

  • Features included scenario versioning, heavy filtering, multi-scenario comparison, and exportable visuals.

  • Outcome: Reduced manual forecasting effort and significantly decreased dependence on Excel.

→ View prototype

Impact & Reflection

  • Helped move the organization away from inefficient, outdated forecasting processes.

  • Design-led approach contributed to rapid adoption of the application across teams.