Global CRM

This major feature is part of our Global CRM system, and it’s called the Reservation Calendar.

This was a 0-to-1 internal tool we built for our sales team. It’s an all-in-one platform that helps them work with brand clients who have fixed budgets. Sales can use it to check ad inventory, adjust campaign settings based on client needs, reserve slots, and lock in pricing.

 
 

Use case study

Reservations Calendar

Refine our goal

  • Enabling users to check Ad products availability and status efficiently to facilitate more reservations through the design and introduction of Reservations Calendar.

  • Provide Sales Ops a single source of truth

  • Reduce resources needed to maintain multiple inventory query+ de-fragmenting current user experience

Problem solving thoughts and solutions

  • By leveraging the expected behaviour of a calendar, I have used the same format to display various ad availabilities, displaying product in rows with the ability to toggle between date/time format

  • Using a single bar, I was able to not only show the availability of various ad products but also the status (Available, pending, sold) of the products

 

Video demo

 

Outcomes

  • Design a calendar capable of displaying approximately 6 types of Ad products availability with 3-4 statuses across 3 date-time format and 2 different views (Availability and Detailed), showing up to 36-108 permutations of data distilled to a single versatile, simple and intuitive platform, reducing the need for multiple product maintenance and becoming a primary and unified source of availability information

  • Reservations Calendar rolled out globally for Inventory availability with all product information including targeting directly integrated with Resource Center, Reservation Center, Quotes, Reservation Ads Platform, and Orders

Result

  • Since implementation >8x page views to the previous solution. >9k page views/month with a 58% weekly retention rate and a +21 NPS score. Inventory details component is reused in Quotes and Orders resulting in an additional 46,840 views/month.

  • Export capabilities used >50 times a week to save sales 10-20min each of creating a view of availability to send to a client

 

Global Search + Tab Nav Bar

Background/Focus

  • Help users navigate pages and records across various modules faster and more efficiently

  • Provide global users a familiar and intuitive experience to finding items

Challenges faced

  • Previously, Sales team might take awhile to locate an Account / Lead / Opportunity they would need to navigate to module and search for specific record

Problem solving thoughts and solutions

  • With Global Search, Users are able to instantly find and locate records and perform their workflow in a smoother manner, navigating between files faster and efficiently

Outcomes

  • Enable users to increase workflow efficiency by finding and accessing records up to 3X faster (18 sec down to 6 sec) on average with the implementation and design solution of Global Search as compared to previous manual flow.

  • Helped more than 1.5K unique users perform up to 36,931 searches on a daily basis with Global Search - 123.1 hours or labor saved a day