Andres Nicolas Arduino

Following a process diagnosis, an opportunity was identified to implement a CRM platform for sales supervisors. The objective was to define the use cases and functional specifications of the tool.

Main activities

- Functional analysis with users and key stakeholders.

- Writing specifications: conversational flows, autonomy cases, and AI scenarios.

- Interface with suppliers and experts to align scope and capabilities.

Development of an MVP primarily using Google App Script and implementation with 25 employees for their large-scale contact and collection process. Satisfaction rate of 4.6/5 and conversion rate similar to traditional methods, with a 50% time saving.

Following the merger of two companies and the implementation of a new business model, the objective was to ensure the adoption of new management processes by a team of nearly 500 sales supervisors, with a focus on data-driven decision-making.

Main actions:

- Design of the digital adoption plan.

- Segmentation of the target audience based on performance and digital profile.

- Implementation of specific activities for each segment and evaluation of results.

- Conducting live training sessions.

- Creation of surveys, tests, guides, videos, and an AI consultation chatbot (Notebook LM).

Analysis of participation and performance indicators showed that the most engaged participants recorded an average improvement of 8% compared to their colleagues, comparing the two months prior to the program period.

Implementation of Business Intelligence dashboards for sales, sustainability, and finance teams to improve decision-making through key indicator analysis.

Main actions

- Functional analysis in collaboration with users and key departments.

- Design of specifications: mockups and preliminary data architecture.

- Testing and pilot phase with early users.

- Training of end-users and production of materials.

- Analysis of adoption levels and operational results.

After six months, 35% of users were intensively using the dashboards and showed a sales performance on average 4% higher than the rest of the team, estimated at +2 M USD/year.