Revolutionizing Sales Team Efficiency with Artificial Intelligence

Revolutionizing Sales Team Efficiency with Artificial Intelligence

AI Solution for the Pharmaceutical Industry - Site Dinn

Portuguese

The Problem

Companies relying on sales teams face constant challenges to maximize productivity, reach more clients in less time, and maintain a high level of personalized service. One of the key challenges is prioritizing visits, optimizing routes, and ensuring an efficient approach. This case study demonstrates how an AI-powered product transformed this reality, driving greater efficiency and impact for businesses.

My Role

As a Product Designer, my role was to ensure the platform was not only functional but also intuitive and aligned with the end users' needs. I worked on the initial research, flow definition, prototyping, and beta user validation, ensuring the experience delivered positive results for both the business and its users. I used Figma and FlutterFlow during the prototyping and development phases for both the app and web system, taking an active role in the front-end through Flutter’s no-code interface.

Process

Initial Research

Objective: Understand the main pain points of sales teams in their daily routines.

I interviewed 10 sales consultants and 5 managers from industries considering adopting the Dinn tool. Through these interviews, I mapped out their daily workflows and the rituals involved in the processes of each activity they performed during their work.

Data Analysis

  • Reviewed market reports on sales intelligence and industry benchmarks to align best practices with the product.

  • Journey Mapping: Studied daily routines, visit frequencies, visit durations, and client types to identify inefficiencies.

Prototyping and Testing

  • Created wireframes to validate flows and functionalities with FlutterFlow.

  • Conducted UI studies for components within Figma.

  • Performed usability testing with beta users to ensure clear and optimized navigation.

  • Methodology:

    • Interviewed 10 sales consultants and 5 managers.

    • Analyzed routines to identify bottlenecks like visit prioritization, routing, and preparation time.

    • Rapid iterations based on user feedback.

Pilot and Validation

  • Launched a pilot with a small group of 20 users, later expanding to 70 after 7 days.

  • Monitored engagement and collected continuous feedback for final adjustments.

Web Solution

The web platform was designed to simplify sales managers' routines.

Key Features:

  • Enables managers to oversee their teams using the Dinn platform.

  • Integrates with company BI systems, CRM, Sales Farma, and other software, centralizing data and unifying team management.

  • Provides inventory forecasts and market trend data, allowing managers to suggest adjustments to consultants' routines.

App Solution

The app was designed to enhance field consultants' daily workflows.

Key Features:

  • Visit Prioritization: Algorithms highlight high-priority clients to optimize visit schedules.

  • Optimized Routes: Efficient routing to save travel time.

  • Real-Time Insights: Suggestions for arguments and actions during visits.

  • Intuitive Interface: Simplified design reduces the learning curve and encourages daily use.

Usage Impact

Usage Impact

Results after 30 days of pilot monitoring:

83%

User Engagement: 83% of users reported they would use the product daily or regularly.

1,76

Additional Visits: Consultants increased productivity by 1.76 extra visits per day, per representative.

10 min

10 Minutes Saved: Reduced travel time by 10 minutes per visit.

  • "The platform allows me to make more visits daily by reducing planning time."

    user dinn

  • "Dinn suggested the routes flawlessly—10 out of 10. It guided me very well within a region."

    User dinn

  • "With route guidance and visit prioritization, my work has become much more efficient."

    user dinn

  • "Dinn has prioritized doctors within the same clinic, which saves me time by avoiding the need to visit the clinic twice."

    user dinn

  • "The insights provided help me feel more confident when approaching clients."

    user dinn

  • "Dinn reduced the preparation time for visits by 10 minutes, allowing me to make one extra visit daily."

    user dinn

Business Impact

Business Impact

Results and projections after 30 days of pilot monitoring:

+16%

Expanded medical coverage by 16%.

+USD

39m

39m

Annual potential revenue increase of +USD 39 million for the client industry.

135x

Projected ROI of 135x for every dollar invested in Dinn.

🧑

Monday

August 5, 2024

Hi, João

You still have 7 visits left for today!

Completed

6

visits

Visits

+15 EXP

8 clients on the route still need to be visited

100

%

Details

Complete

Visits

+15 EXP

8 clients on the route still need to be visited

100

%

Details

Complete

Missions

⚡️ +15 EXP

4 missions remaining to be completed

100

%

Complete

Cancel

Missions

⚡️ +15 EXP

4 missions remaining to be completed

100

%

Complete

Cancel

Goal

14

visits

Goal

14

visits

Key Learnings

The adoption of artificial intelligence in the sales sector had a direct impact on efficiency and revenue generation. As a Product Designer, it was rewarding to lead the transformation of a complex challenge into a practical, highly scalable solution.

What I’d Do Differently: I would spend more time engaging with users upfront. Since the product didn’t exist, we had limited time to dive deep into user routines, which led to prioritizing some features that consumed more time than planned.

2024 Milestones for Dinn

+600

Scaled the app to over 600 users and the web management system to 50+ managers.

500k

Achieved BRL 500K in revenue in 2024, its first year of operation.

1,9m

Projected revenue of BRL 1.9M for 2025.

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