Improving the Mobile DMS Sales Experience for Kalla Toyota Salespeople

Kalla DMS Sales is a system used by Kalla Toyota salespeople to manage daily sales activities, including recording leads, processing prospects, checking vehicle stock, and issuing vehicle deal documents. Based on the project background, the research was conducted using a quantitative pre-survey with Kalla Toyota salespeople from South Sulawesi, West Sulawesi, Central Sulawesi, and Southeast Sulawesi.

The pre-survey results highlighted three main needs: simplifying the data input process, updating the system appearance, and designing the interface with a stronger focus on mobile usage.

The existing DMS Sales interface was considered inefficient and ineffective, especially in the Leads, Prospects, and Stock menus. Salespeople had to go through complex data input flows, repeated save actions, and navigation patterns that were not fully optimized for mobile usage.

This created friction in common sales tasks such as creating new leads, processing leads into prospects, filtering outstanding leads, completing prospecting data, checking vehicle stock, and issuing SPK during the deal process.

The redesigned DMS Sales experience focused on simplifying the mobile interface and reducing unnecessary steps in the sales workflow. The new design was tested against the current design using A/B testing in Maze, with prototypes prepared in Figma. The PDF shows five sales respondents from different roles and branches, including junior sales counter, sales trainee, senior counter sales, and sales executive participants.

The design improvements focused on simplifying lead processing, improving the prospecting flow, reducing unused input tabs, simplifying navigation, and placing the save button at the end of the prospecting flow instead of requiring users to save repeatedly on every tab.

Based on the A/B testing insights, users were initially a bit confused with the new design concept, but became more comfortable as they recognized the new interface pattern. Users spent less time on the new design compared to the old design after understanding the pattern. The research also found that several prospecting tabs, such as follow up, sales issue, and credit simulation, were not used by salespeople, and that users did not need additional navigation buttons beyond the burger menu in the website header.

Overall, the new design was perceived as easier and more satisfying by users.