Semaai
Project type: Improvement
Daily Visit Recommendations
The purpose of daily visit recommendation is to help internal Semaai field agent day-to-day planning and align their activity with company goals (Visit Target and Retention). We used Lean UX framework in this project.
Background
This feature is for field agents who want to push activation, retention, and GMV, daily visit recommendations will help them to see the selection of customers that will help them to achieve their target by doing visitation on the most impactful users and convincing them to make an order.
Hypothesis
We believe doing daily visit recommendations for field agents as an user will follow the recommendation in visiting and closing an order and will achieve unique visit percentage that align with company goals and field agents as an user will use the information given as a source of information to design their visitation
Success Metrics
Improve Unique visit percentage by 20%
Improve retention rate by 20%
Aligning field agent staff activity with company goals (target & retentions)
Proceed user’s pending item in cart page
Feature Scope
Automation of opportunity/lead generation of new approved users
Automation of opportunity/lead generation of existing users
Automation of Stages Movement by Trigger
Expiration rules for new approved users and existing users lead
Visit List Feature
New UI and functionality on Existing customer Page
New UI and functionality on Profile Page
Flow changes in clock in and clock out on existing users
Feature concept
Designing Minimum Viable Product (MVP)
Target Menu
In this page, we add new entry point “Visit List” as an entry point for list of visit recommendation
Visit Recommendations List
List of visit recommendation. Acceptance Criteria:
This visit list is showing all of users that available on the “New” Stages on CRM Pipeline that has this respective field agent as a salesperson
Store Profile Page
Store owner profile page. In this page containing relevant information of user store:
Address
Orders history
Payment status
Pending cart
Location to the store
Clock in button
Clock in Flow
Clock out Flow
Time record and clock out button
Pending Cart Page
Pending cart page will be use to maintain product that not being proceed by user. Sales agent can encourage user to do checkout based on several informations in product descriptions
Filter is applied
Pending cart page will be use to maintain product that not being proceed by user. Sales agent can encourage user to do checkout based on several informations in product descriptions
Filter Design
The Default condition is only the province filter that is active. Other filters are activated only after the above filter is selected.
The filters also only show a list based on the selected filters above.
[The mechanism should be the same with existing filters]
Transaction History Filter
The Default condition is only the province filter that is active. Other filters are activated only after the above filter is selected.
The filters also only show a list based on the selected filters above.
Other Customer Filter
Pending Cart Filter
Iterations
We keep the design simple and minimalist, because this feature will be using for internal field agent. And the main goal is feature functionality