Agendor is an internet brazilian startup that offers Software as Service based CRM Tools (Customer Relationship Management)
Most Agendor users are outside vendors, who spend most of the day visiting customers and prospecting. Carrying a notebook with them was not always a simple and safe task.
My challenge was to create an app for IOS, maintaining the same webapp navigation with the consistency of IOS 9 guidelines.
My first step in this project was to identify the profile of users who would use Agendor in the Mobile version. They are the External Vendor and the Manager.
Once identified, I talked with a few of them to dig deeper into the use cases for each of them and how the mobile app would facilitate each of those cases.
I've converted these use cases into User Stories, so I think it's easier to show to the Devs team and to my PM what features should be kept in the Mobile version.
Plan your activities
With the activity list you can get an overview of how the negotiation between your Sales team and your clients are and what the next step is. This feature is essential so that the salesperson does not get lost in the middle of prospecting, or even skip the steps of the sales process.