SalesPro+ is a digital sales application designed to support District Sales Leaders in understanding customers, planning engagements, and executing high-value sales conversations. The initiative focused on equipping leaders with a single, intelligent tool that anticipates customer needs and supports market-driven decision-making.
Clients
PepsiCo (B2B Sales Enablement)
Service
Product Innovation
Industry
Consumer Goods
Year
2022
Designing an Intelligent Sales Execution Platform
District Sales Leaders operate at the intersection of customer relationships, market performance, and internal execution. SalesPro+ was conceived to elevate this role by replacing fragmented workflows with a unified, insight-driven application that supports planning, preparation, and selling in one continuous experience.
The current scenario
Sales leaders were expected to deeply understand customer needs while navigating multiple disconnected tools to access data, promotions, routing information, and performance insights. This fragmentation slowed preparation, diluted focus during customer interactions, and reduced the ability to act proactively in fast-moving market conditions.The gap was not a lack of data, but the absence of a cohesive way to interpret and act on it.
Explore SalesPro+ App
View the sales execution platform enabling planning, preparation, and AI-driven selling in one experience.
Need for a Predictive and Unified Sales Experience
- Sales insights were spread across multiple applications
- Preparation for customer interactions was time-intensive
- Leaders lacked guidance on next best actions
- Decision-making relied on manual synthesis of data
Benefits of the SalesPro+ Experience
- Centralized planning, prep, and selling workflows
- Faster access to customer-specific insights
- Guided actions powered by real-time data
- Reduced reliance on secondary tools and reports
From User Understanding to Scalable Solution
The engagement followed a structured, user-centered design process focused on aligning business priorities with real sales behaviors. Time was spent observing how leaders prepare for store visits, interpret performance data, and engage customers.
Insights from discovery informed ideation, experimentation, and iterative design, ensuring the solution balanced usability, scalability, and strategic value.
Research & Design Phases
Research Findings
Sales leaders needed actionable insight, not more dashboards or static reports.
Understanding the DSL Role
District Sales Leaders required clarity, speed, and confidence while operating in dynamic market environments.
Ideation
Concepts centered around reducing friction between insight discovery and action.
Design
The application was structured around three core modes: Plan, Prep, and Sell.
Validation
User testing and feedback loops ensured relevance, usability, and adoption readiness.
After defining the SalesPro+ experience, the solution was evaluated through real-world sales scenarios, including route planning, store walks, promotion planning, and customer conversations. The evaluation emphasized momentum enablement rather than task completion alone.
Key observations included:
Additional strengths emerged during evaluation:
The experience reframed sales execution from reactive reporting to proactive market engagement.
The Impact
Improved sales efficiency
Leaders spent less time preparing and more time engaging customers.
Accelerated growth enablement
Data-driven guidance supported smarter, faster decisions in the field.
Democratized access to insight
Critical customer and performance data became accessible at the right moment.
MAKE