Currently, users source their list of leads and upload that list to CallOnTheGo’s website. Once the list syncs with the app they start auto dialing on the app. They make the calls on their phone, and take notes or mark calls on their CRM or paper. For cold calls that become warm, they schedule follow-ups. At the end of the calling campaign, they store that information on their CRM
We noticed users used their desktop throughout the process. We recognized the best opportunity in the auto dialing process of making a call, taking notes and marking calls, and scheduling follow-ups. Mark was surprised with our insights because he envisioned CallOnTheGo to be used throughout the entire sales process, but he also saw opportunities in our user journey. He was concerned about the effort required to integrate with CRMs, and his current solution for that is Zapier
, a workflow automator. But Zapier requires users to set up their own integration, which they didn’
t want to do. This limitation was a consideration in our decisions moving forward, and we needed to design around it.
We decided to scope away from the desktop as we saw the most opportunity in mobile based on our competitors. After studying the integration flow and how CallOnTheGo could capitalize on the opportunity, we brainstormed and saw three themes emerge, which we elevated as concepts. Each of us developed one of the concepts using paper prototypes and tested them with insurance agents and realtors to see which ideas appealed as a possible solution.