This initiative enhances real estate salespersons' capabilities through a superior lead management system, aiming to increase home sale conversion rates.
My role
UX/UI Design and prototypes
UX research and user interviews
Design handoffs with developers
Brand Identity
Design System
Result
45%
increased in customer walk-ins
25%
reduced in sales and marketing work time
20%
increased in lead conversions
1 Project Manager , 4 Web Developers , 1 Lead Programmer, 1 Data Scientist , 1 SEO/Web Specialist
Team
Figma, Adobe Photoshop, Adobe Illustrator, Google Analytic, and Hotjar.com
Tools
Client
Home Buyers Guide Co.,Ltd.
Problem
The original application's complexity and poor design led to underuse by agents, missed lead information, low branding recognition, and a decline in walk-in leads.
The original application was difficult to understand and operate, leading to minimal usage by sellers and agents due to its complicated journey.
Users struggled to find the status of all leads, causing missed information while using the app.
Decrease in walk-in leads and failure to achieve target goals.
Previous design
Affinity Map
I organized the notes from the survey and interviews, then categorized all the information to identify commonalities.
Personas
Nichareee, Salespersons
Goal
Easily access and analyze sales performance data.
Efficiently identify and prioritize potential leads.
Frustrations
Difficulty in navigating the Sync application and finding leads.
Lack of a feature to grade or categorize lead quality.
Inability to easily change lead statuses and manage client relationships.
Katoon, Marketers
Goal
Create special deals for high-potential leads.
Access performance data to create targeted deals for high-potential leads.
Frustrations
Challenges in integrating data with marketing tools for campaign optimization.
New user flow for Sync app
The home.co.th website effectively draws traffic, increasingly converting users into leads for real estate developers. To support this, we launched a lead management application called “Sync“ for real estate sellers and agents. This system qualifies, examines, and nurtures incoming leads, turning them into potential business opportunities. Additionally, marketers can manage campaigns and analyze lead channels on the CRM platform to evaluate the effectiveness of their marketing strategies.
Iteration: Responding to user feedback, I made revisions and sought additional input from my sales and marketing team. The Sync mobile application was upgraded to enhance user-friendliness and efficiency, featuring more white space, larger icons, and clearer text. To ensure uniformity in the design, I incorporated Gestalt principles, color theory, and grid layouts
CRM platform’s user flow
Lead list and appointment
This system qualifies, examines, and nurtures incoming leads, converting them into potential business opportunities by facilitating appointment scheduling for walk-in tours. It effectively draws online users into potential customers for buying listings.
Lead list
Make an appointment
Lead score and booking
After contacting clients and conducting home tours, lead scoring provides feedback and helps identify potential customers. Having lead levels assists salespersons in managing their clients effectively. Additionally, the booking feature aids salespersons in converting potential customers into home buyers and logging data into the CRM system.
Call and Lead score
Book the listing
CRM Platform: Report and Lead Detail
The CRM platform features a report dashboard that seamlessly syncs with both home.co.th website and the Sync application. This integration facilitates various key functions, such as operating and assigning leads, monitoring marketing campaigns, and displaying sales performance.
CRM Platform: Create Quotation
The CRM Platform offers a 'Create Quotation' feature, designed to assist salespersons in generating quotations for listings. This tool allows them to easily select the unit type and apply any promotional deals. Once the quotation is prepared, it can be directly sent to clients as a PDF file or via email.
CRM Platform: Inventory
The Inventory feature on the CRM Platform is directly linked to the quotation system, providing a significant advantage to salespersons. This integration allows them to easily check the availability of unit listings and their details in real-time. By having instant access to current inventory information, salespersons can provide accurate and up-to-date data to clients, ensuring the efficiency and reliability of the sales process.
Design System
Result Metrics
+45%
increased in customer walk-ins
+25%
reduction in work time
rise in lead conversions
20%
Acknowledging my team
Project Manager (Pisut, Nick, and Nat), Web Developers (Sasithon, Athibet, and Tanyapong), Lead Programmer (Palawee), Data Scientist (Pipop), Marketing(Katoon)and SEO/Web Specialist (Sarawut)
