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Truegreen

Solutions For Corporate and Consumer Alike

Trugreen

Role: Lead UX & Product Designer
TLDR

As the design lead for Trugreen’s new internal sales tool, I lead a team of designers and developers, creating a roadmap and realizing Trugreen’s first custom built sales tool. These apps would revolutionize corporate stakeholders’ ability to manage sales staff presentations. We designing a 3 piece mobile, web and native tablet system for managing, designing and customizing sales presentations for all Trugreen staff. Working hands-on with the client taking the project from strategy to design, development to deployment, the mobile and web solutions for Trugreen refreshed a national brand’s ability to streamline asset creation and increase sales.


CHALLENGES

One of the major hurdles to overcome with this project was creating a platform which provided the ability for unique sales presentations and customization of assets (individual presentation slides). Also needed was the ability to craft bespoke presentation decks for each client, increasing the likelihood of signing new leads. Lastly administrators should have the ability to control and manage these users and their content.


SOLUTIONS & RESULTS

By tackling the project from an engineering perspective our team could focus on the large problems first, mostly issues with dynamic content that could be locked and unlocked by administrators. Secondly we needed to design presentation editing software that non tech savvy sales staff could relate to, engage with and customize easily. For this we conducted an extensive discovery session to reveal which functions and interactions could be easily understood by the sales staff.

Once our product was deployed and our designs released, both staff and management had a new tool for seamlessly creating, editing and controlling sales content, without relying on costly & limited third-party solutions.