Partnering with a seasoned client to upgrade the design and focus of the fields sales CRM and BI application, the project entailed deep diving into the user experience and expectations as reps navigate the field rides and call planning. As a pharmaceutical client, access to real time data and intelligence is imperative for field success. Connecting with key stakeholders and defining the needs and insights allowed for each screen to be tailored into focusing on the most important data, guiding users to the key actions and insights.
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