The project German Pre Sales Tool is based on requirements from the German commercial unit for an application that facilitates more efficiently their administration of suspects/prospects. The Main objective of application is to track, monitor the Pre sales activities and create sales cycles. It will use data from SAS Campaign Studio and the Marketing Database (MCID), including externally purchased data and feed data into Symphony based applications like the Sales Tool (sales process) and Customiser (contact history).
I conducted a focus group analysis and interviewing among three key personas:
1.Sales Manager - In Germany the Sales Manager performs the Marketing activities, Sales Managers are organised in regional offices and home offices.
2. Sales Support - Some of the Sales Managers tasks can be delegated to Sales Support, mainly administrative tasks like preparing the quote etc. but also chasing prospects who have received a quote in order to check the status or cold calls like the Central Market Supporter.
3. Central Market Supporter - Person that acts as telemarketing agent who has access to all suspect addresses of all Sales Managers; they call suspects (“cold calls”) with the aim to arrange an appointment with the Sales Manager who is responsible for the region of the suspect; the feedback must be recorded in the tool; after successful arrangement, the next step is the handover to the Sales Manager.
Atradius, as a brand name, is the embodiment
of what we do. “Trade” is what we
help facilitate through our expertise in
credit insurance, debt collection, and
business information. “Radius” symbolises
a global player with a “360” view of the
When creating a new design system, it is
vital to ground the work in sustainable
principles in order to align the vision,
decision-making, and communication that
As a design standard we have ensured
that the new design must be :
The pages of the NAA German Pre Sales
application is designed for an optimal view
at 1440 X 900 resolution. This means that
the pages are designed to look and work
best at the commonly used screen monitor
resolution for the users of 1440 X 900 or
higher. However the pages will display and
work for minimum 1280 X 768 and beyond.
The fundamental structure of all the layout patterns are of four typical parts:
1. Header and global nav,
2. Filter control,
3. Tabular data view and
4. additional information.
The layout is distributed from top to bottom taking 100% of screen space. This layout has
no vertical division. (No browser’s scroll permitted beyond minimum resolution)
My final deliverables for Atradius were:
a) Wireframe and specification document
b)Visual design of key screens
c) Assets such as icons, images etc.
d) Delivered Interaction details and visual comps.
e) Style guide and best practice guide.
View Style guide document