Project Description

Company Background

SPOTIO is the leading field sales engagement platform for outside sales teams. It helps field sales teams manage sales activities, increase sales rep productivity, and capture field sales insights. Thousands of outside sales representatives rely on SPOTIO to grow their revenue in the field.

If you’ve been involved in field sales, you’re likely familiar with the frustration of not having an easy-to-use yet robust solution for tracking leads, contacts, and territories. Everyday mysteries like “Why am I losing leads?”, “Where is my team working?”, and “When was the last time we visited this territory?” become a thing of the past with SPOTIO. The platform serves up real-time analytics, enabling accurate decisions in an agile sales environment that takes advantage of every opportunity.

SPOTIO is ideal for sales, marketing, or other teams engaged in field sales activities and requiring a practical tracking tool. Its key features include:

• Mobile-centric
• Map-driven
• Territory management
• Smart prospecting
• Sales analytics
• Integration-focused

Project Background

The biggest challenge SPOTIO faces when onboarding new customers is training their field reps to effectively use the platform. Because field reps are often out of the office, they miss out on training and tribal knowledge, which sometimes leads to low product adoption. SPOTIO wants to overcome this issue by improving how it trains and onboards users.

Project Scope and Deliverables

SPOTIO is looking to create an onboarding assistant for its sales productivity software. This assistant will guide and train new users on how to use the product effectively and also provide tips on becoming better salespeople. The assistant needs to be accessible for field reps who are on the go and offer practical, hands-on training for both the platform and general sales tactics.

Critical Success Factors

• Ensuring the onboarding assistant is user-friendly and effective for field sales reps.
• Providing relevant, on-demand training that can be accessed in the field.
• Improving product adoption rates and ensuring users can quickly become proficient in using SPOTIO.

Required Student Skills

• Software Development
• Training Program Development
• Sales Knowledge
• User Experience Design
• Data Analysis