Ultimate Movers

Introduction

Morph Networks, a big sales company with over 90 employees that works for the US market, had a big problem of almost not having any IT System to help them automate, follow, and speed up the workload. So, starting from this year, Morph has assembled a small group of 5 (4 programmers and me, a designer) to implement one.

Problem

Working as a salesman for a moving company with hundreds of leads every day is tough to manage and follow. Our goal was to create a website which would help them in their daily tasks and change their routine into a better one.

In the beginning, it was essential for me to follow how the sales team works so that I can design a system that will seamlessly integrate into their workflow. Since the most common usage of our system would be while they are on the call with a client, accessibility was a huge priority. One of the main constraints was to make a lot of shortcuts and make the website navigatable using a keyboard (mouse clicks were taking them too much time while they are talking on the phone with the client).
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Also, this software needs to display detailed reports about how well each salesperson is progressing.

Scope & Constraints

It was February 2019, and we didn't have much time to play before the start of the moving season. This meant only one thing, a lot of work in a short amount of time. A big problem was also that I didn't know anything about the moving industry at that point, starting with how often Americans are moving inside their country's borders.

Process

The only thing I was thinking, in the beginning, was that I should group items and set them by order of what goes from Creating to Booking the Lead. The main interface where the salesmen spend the most time is the Lead Overview page. So I started from there. Each move has to have lead with all the necessary information about everything.

There are four different move types in our system:

1 — Long Distance

Moving state to state inside the USA
(e.g., from New York to California)

• Inventory
• Subcontractors
• Services
• Insurance
• Contracts

2 — Auto Shipping

Vehicle shipping from A to B

• All the info about vehicles - make, model, year, etc.
• Carriers
• Documentation

3 — International

Country to country (e.g., from the US to Australia)
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• Inventory
• Subcontractors, Carriers, Freights
• Insurance 
• Contracts

4 — Local

Inner state (or within city) type of move
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• Without inventory
• Number of movers
• Number of trucks
• Minimum hours for the job
• Price per hour

Lead list

A list of leads that has lead blocks with all the primary information that a salesperson needs at a glance.
Filtering helps in finding and sorting them the way you want.

The “Spotlight” Search

Since there are thousands of different leads in the system, filtering is sometimes just not enough. I added the Spotlight search, just like in the iOS and macOS ecosystem. Through there, employers could enter the Client's name, address, email, ID, or anything they think of that can be associated with the particular lead, and it would pop-up in the list.

Sometimes client calls to make an inventory change, and the salesperson assigned to his lead is not present at the moment in the office. Another employee would pick up the call, write down everything the client had to address. Since he cannot access and edit the lead of his co-worker, there is an option in our Spotlight search for him to leave a comment on that lead for his colleague to read it when he gets back to his desk.

Dashboard

A lot of move leads in the system meant that I had to find an efficient way to focus salespeople on a specific task at the time during their workday. Managing everything from spreadsheets, folders, and excel tables started to became less and less productive. Coming up with the dashboard type of a "homepage" for their work was a significant step up in their workflow since they were losing so much time and energy looking for leads ready to be surveyed or booked, or even charging a client. We also let them make reminders for certain things and tasks for something they had to do at a specific time.

Reports

Every salesperson has their own goals, and managers are there to track and reward each one of them with a bonus when they cross their bonus marks for that month or quartal. Different employees see different report pages. Appropriate for their rank in the company. Only managers can see everything. Since we're working with the multiple US moving companies, there are stats for each company too: how many leads came through the official website of a company; what's the percentage of booked and done leads; the amount they generated within the selected period, and many more.

Scalability

There was a lot of information that the salesperson had to see and manage on the screen. Taking the full width of the Full HD screen was a path I decided to go down. With scalability in mind, of course. That was not a problem because every employee had two Full HD displays in front of them. Everything was block-based and could scale to tablet and mobile.