We aimed to create a system that didn't require chasing every lead but instead provided a clean, organized perspective on customer relationships. This would help streamline their processes, making it easier to manage follow-ups and other customer-related tasks. The objective was to enhance operational efficiency and improve job satisfaction among employees by reducing the overwhelming workload and providing a more manageable and satisfying workflow.
Through this collaborative effort, we strived to deliver a solution that balanced efficiency and clarity, helping Astra manage its operations more effectively and improve its customer relations. Here's a summary of our approach:
1: Routine Needs Assessment and Prioritization
Our initial approach involved conducting routine assessments to map out Astra's specific needs and priorities. By engaging in regular discussions with their team, we gained a clear understanding of the challenges they faced, particularly the overwhelming tasks and high turnover rates. This ongoing dialogue ensured that our solutions were aligned with their operational goals and addressed their most pressing issues.
First things first, we provided an upload and automated categorized follow up system that allowed us to track and prioritize the tasks. This system allowed us to eliminate the need for replanning daily follow-ups and ensure that the team was focused on the most important tasks.
2: Prototype Development
Once we had a comprehensive understanding of their needs, we moved quickly to develop a prototype. This prototype aimed to streamline their customer follow-up processes and provide a clearer perspective on task prioritization. By focusing on the core functionalities that would deliver immediate benefits, we ensured that the prototype was practical and relevant to their daily operations.
3: Weekly Meetings and Prototype Testing
To maintain momentum and ensure continuous improvement, we established a routine of weekly meetings with the Astra team. During these meetings, we tested the prototype extensively, gathering feedback and making necessary adjustments. This iterative process allowed us to refine the application continuously, ensuring it met Astra's evolving needs and integrated seamlessly with their existing systems.