The Accelerate HLS Team conducted a series of design thinking workshops to design and build a solution to enable Aesthetics Centers to quickly and easily get started on the Salesforce platform.
Problem
Aesthetics Centers typically have a limited staff, and often the same staff is responsible for following up on leads, scheduling appointments, cross-selling services and patient follow-up. In order to reach this small business demographic, they need a solution to get them started.
Aesthetics Sales Accelerator Problem Statement
As a sales rep, I need to quickly work & follow-up with inbound leads in a personalized way to drive higher conversion rates for medspa products and services sold/booked.
This is difficult today because it currently takes a lot of time to organize my work, follow-ups, and last touch points across multiple systems (EHR, phone, sms, paper, excel).
In order to increase the volume of leads worked & maintain a personal touch, I need a unified system that gives me a 360 degree view of the patient and has tools designed for scalable follow-up, tasks, reminders, & notes.
My Role
UX Design
Interaction Design
Wireframe
Design Thinking
Interaction Design
Wireframe
Design Thinking
Platforms
Desktop
Tablet
Tablet
Framework
Salesforce Sales Cloud
Persona Research, JTBD, Pain Points
Validate Use Case and Define Problem Statement
As-Is / To-Be Scenarios
User Flow Diagram