Improving Sales Efficiency: Streamlined Resource Management at Argen
Argen aimed to improve the accessibility and organization of various resources for their sales agents to streamline the sales process and enhance efficiency.
The existing system lacked a structured approach to document management, making it challenging for agents to find and utilize essential sales and technical documentation efficiently.
Making saving & sharing resources easy
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Accessing Saved Resources: Introduced a dedicated space for agents to manage their saved documents efficiently.
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Adding Resources to Search Results: Optimized search functionality to include resources and improve discoverability.
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Saving & Sharing Resources: Enabled agents to save and share critical resources directly from product pages.
A 3-Step Process
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Accessing Saved Resources
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Adding Resources to Search Results
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Saving & Sharing Resources
Facilitating Efficient Information Distribution: Save & Share Resources
Goal: Enable agents to save and share resources from product pages, facilitating efficient distribution of relevant information to clients.
Action: Focused on efficient information dissemination by allowing agents to save and share critical resources directly from product pages.
User Flow: Sharing a Resource
Centralized Resource Hub: Quick Access and Management of Saved Documents
Goal: Provide a centralized list of saved resources for agents to quickly access and reference during client interactions.
Action: Introduced 'My Saved Resources,' a dedicated space for agents to manage their documents effectively.
Enhanced Discoverability: Optimized Search Functionality for Technical Documents
Goal: Optimized the site’s search functionality to include resources, making it easier for users to find technical documents and product information.
Action: Categorized search results and introduced tabs for “Products” and “Resources” to improve resource discoverability.
Cross-Functional Collaboration
Cross-functional collaboration with Argen's Product Manager and frontend engineer was crucial. This teamwork ensured the balance of user needs, technical feasibility, and business goals, fostering an iterative process that enhanced design precision and implementation efficiency. Regular design reviews and open communication channels facilitated swift delivery and high client satisfaction.
Delivering Results: Cohesive Resource Management Solution and Improved Search Functionality
Cohesive Resource Management Solution: Streamlined accessibility of resources for agents, enhancing the efficiency of the sales process.
Centralized Resource Hub: Agents can now save and share resources with ease and quickly access their curated list of documents.
Improved Search Functionality: Enhanced discoverability of essential materials, improving overall user experience for sales agents.
Iterative Design and User Feedback: Keys to Impactful Solutions
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The critical role of iterative design and user feedback in creating impactful solutions.
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The value of integrating diverse perspectives and approaches.
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The value of a unified language between design and development.
