AI-Driven Sales Enablement Platform

Overview

The project focuses on developing a mobile application for marketing representatives and sales directors to enhance their engagement with potential customers. The app will allow users to deliver presentations, calculate estimates using AI, select windows, and place orders directly through the app. Additionally, a web portal will be created to manage user accounts, product details, and customer databases. This platform aims to streamline sales processes and improve overall operational efficiency.

Objective

The objective of this project is to develop a mobile and web solution to support marketing representatives and sales directors in effectively presenting and selling products. By utilizing AI-driven features, such as window sizing through tablet cameras and providing energy cost savings estimates, the platform aims to increase sales conversion rates and improve customer engagement. The web portal will also provide administrative control over the operations for company admins, office managers, HR, and sales and marketing managers.

Project Solution

A two-pronged solution involving a mobile application for iOS/Android tablets and a web portal has been proposed. The mobile app will provide sales staff with tools for customer engagement, including AI-driven window size calculations, window sales processes, and financing options. The web portal will allow administrators to manage user accounts, products, and digital contracts while overseeing the performance of their teams. Features such as a “Virtual Coach” for training, the ability to offer estimates and financing options, and a seamless digital contract signing process will be integrated to support the overall sales flow.

Main Features of the App

  • Mobile Application: A tablet-based application that allows marketing representatives and sales directors to present company products, provide estimates, showcase windows, and complete sales directly from their devices.
  • AI-driven Estimates: A feature using the tablet’s camera to automatically calculate window sizes for more accurate pricing and quick estimates.
  • Digital Contracts: Integration with e-signing platforms like DocuSign or EchoSign to enable swift contract signing and secure storage.
  • Web Portal: A backend portal that offers full administrative control, including user management, content editing (slides, videos), and access to sales and customer data.
  • Virtual Coach: A platform for training materials, including sales techniques and customer engagement strategies.
  • Financing Options: Presentations and videos for customers regarding available financing plans.

Tools and Technologies

  • Mobile Development: React Native for cross-platform mobile app development.
  • Backend: PHP/.NET for backend development and business logic processing.
  • Database: Amazon RDS for MySQL to store and manage application data.
  • Cloud Hosting: AWS Managed Stack for scalable and secure hosting.
  • Design Tools: Adobe XD and Figma for UI/UX design of the mobile and web applications.
  • Analytics: Firebase analytics for tracking user behaviour and app performance.
  • E-signing: Integration with DocuSign or EchoSign for secure digital contract signing.

Results

The development and deployment of the mobile and web platform will streamline the entire sales process for the client, from customer engagement to closing sales. The mobile app will empower sales reps to provide customers with accurate estimates and financing options, while the web portal will offer management with full control over operations, sales monitoring, and user management. Additionally, the integration of training materials through the Virtual Coach will ensure that marketing and sales staff are equipped with the skills needed to drive success. The overall result will be increased sales, improved operational efficiency, and enhanced customer satisfaction.