The Challenge
Solving the sales productivity puzzle
Sales is the most important function of any business. Sales productivity is an age old problem which CRMs were designed to solve but it is still a puzzle. The top CRMs are focused on “managing” sales, not “growing” it, and the primary users, sales reps, hated using it. While they are good record keeping systems, they are clunky, manual, and outdated. The reps loose about 40% of their time updating CRM, and has to jugle 4 to 7 other tools for emails, calls, meetings, etc.
Lack of automation, focus, and context are big blockers for the frontline sales teams to grow sales revenue and customer relationships. The $100+ billion industry needs a more promising platform.
THE SOLUTION
Launching the world’s first sales operating system
Salesmate team wanted us to build the sales operating system that enables every business to organize, automate and optimize their sales and customer journey their way. It needs to power every frontline sales team to engage prospects, win more deals, automate busywork, and improve their performance.
A platform with infinite paths and possibilities
Our initial challenge was to decipher the vision of “Sales OS” to discover the product and core features that sales reps actually need and want to use. We also had to position Salesmate in its own category to ensure its not looked at as just another CRM platform. Sure, you can manage your contacts and sales - but it so much more than that!
We knew that Salesmate is not going to another app - it is going to be a highly complex, multi-faceted platform that has to maticulously balance form, function and fun to create outstanding sales experiences. In addition, with the competitive market and demanding customer needs, Salesmate will have to grow and adopt quickly.
To deliver on the Salesmate promise, we collaborated with Salesmate team to devise the product strategy, roadmap, user experience, and platform architecture. We took an iterative approach with a long-term vision. To adopt to the changing needs and inherent complexity, we designed the entire platform to be modular, extendable and intuitive - one component at a time.
Save-time, Sell more, Close deals
We spent days understanding our target customers, their routines and core challenges, to maticulously and thoughtfully design each power tool that completely radicalized the way sales reps were spending their time. With these tools they were able to connect with more prospects, add a personal touch to their sales, and multiply their sales in a matter of months. These tools delivered powerful automations at each stage of the sales lifecycle:
Email & Calendar SyncSync and auto link your email inbox and calendars
Built-in CallingMake and record calls, drop voicemails, and coach your reps
Smart EmailsSend and track personalized emails, get reminders and deeper insights
Text CampaignsCreate text templates, run bulk text campaigns or send personal texts
Sales CollaborationWork with your entire team - use mentions, assign deals and tasks
Real-time NotificationsGet real-time notifications for all events, rep, and contact activities
Sales IntelligenceUse built-in or create custom reports and dashboards, and share them
Enterprise SecurityPowerful security with access control, encryption, GDPR and audit trails
Data ManagementImport, export, bulk update data with a complete lineage
Automating the sales playbook
Timely follow-ups and consistent engagement are key drivers of sales growth. During our research, we found that sales reps spend a ton of time writing personalized emails and follow-ups, assigning leads, figuring out the next actions, and performing mindless tasks that can be better handled by a smart and automated software.
With a multiple of research and design sessions, we devised and built a suite of features that can enable sales teams to save time from follow-ups and busywork. We also enabled each sales rep to use the best practices from outreach, to follow-ups, to calling scripts, and to email messages which effectively resulted in more customers and booked revenue per rep.
THE SALESMATE DESIGN SYSTEM
Crafting flawless sales experience, consistently
Companies like Airbnb, Uber, Google and Microsoft are launching beautiful products at the much faster pace than ever before have built their own design systems. We built one for Salesmate. It eliminated the repeated UX/UI work for designer, and allowed developers to reuse their components.
With over 460+ reusable UI components, assets and standards, our teams were able to design and develop new features in matter of days. Every new feature delivered clean and consistent experience.
As the product evolved, we had to update the user experience and interactions. Due to the design system, we only have to change one component, and the entire platform gets updated. Feels like magic!
API-FIRST PLATFORM SYSTEM
Powerful and easy-to-use APIs & SDK for building custom apps
Timely follow-ups and consistent engagement are key drivers of sales growth. During our research, we found that sales reps spend a ton of time writing personalized emails and follow-ups, assigning leads, figuring out the next actions, and performing mindless tasks that can be better handled by a smart and automated software.
With a multiple of research and design sessions, we devised and built a suite of features that can enable sales teams to save time from follow-ups and busywork. We also enabled each sales rep to use the best practices from outreach, to follow-ups, to calling scripts, and to email messages which effectively resulted in more customers and booked revenue per rep.
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API rate limits for usage-based billing and prevent attacks - OAuth-based authentication & authorization
- API versioning and seamless migration
- Webhook integrations & SDK for third-party apps
- Auto-generated documentation and code examples
- API monitoring & product analytics
NEXT-GEN CLOUD & DEVOPSCloud Native Architecture
Salesmate is the primary system for all customer information and communication. Any downtime, even for minutes, stops thousands of sales reps’ from selling. The stakes are high.
Hence, we had to adhere to the highest standards of reliability, performance, and scalability. We built a world-class infrastructure and architecture on Google Cloud Platform that automatically scales on-demand and restores from failures without human interventions.
DevOps AutomationWe enabled automated build pipelines, deployments, and scaling of 140+ microservices using Kubernates.
Massively ScalableWe vetted technologies and designed architectures to ensure that entire platform is fully distributed and horizontally scalable.
Enterprise SecuritySalesmate stores the most sensitive PII data for all users. We secured it with enterprise security that is certified by industry vendors.
The App Store & Ecosystem
We wanted to develop a each ecosystem of apps that are complementary to Salesmate and are part of user’s daily workflow. The “app store” strategy is crucial to drive adoption, awareness, and retention. Users can simply install the apps they like, and start using them with Salesmate.
With APIs, SDK, and Zapier interfaces, we enabled 700+ native and third-party integrations.
The Result
When we interviewed the potential customers for Salesmate, we found that most of them have to work remotely and on-the-go too. And they need comprehensive access to their customer data and sales tools, not a cookiecutter mobile app with a limited functionality.
Our mobile team, brought the entire salesmate experience to Android, iPhone, and iPad with powerful native apps. It made Salesmate the most mobile rich CRM and sales software on the market and customers loved it and wrote rave reviews about it.
