One of our clients needed to provide their telesales representatives with information enabling meaningful conversations across their customers’ portfolios. The solution they had been using to accomplish this required extensive, manual effort to produce on their existing Excel-based tool.
ProfitOptics extracted the features of the existing tool and validated need with users. By prioritizing validated needs, we created a solution with a much simpler interface that highlighted areas of greatest opportunity and led representatives to action.
This solution led to an application that users and managers simply “love,” to quote our client’s VP of National Telesales Operations. ProfitOptics eliminated the manual report creation process and improved rep performance within the system.