I started by conducted interviews with all 16 of the consultants to try and gather their opinions on the current way the sales process is run and what their pain points were. I also asked what they’d be looking for in order to make their life easier.

The majority of them agreed that the current way was too slow and they couldn’t get the information that they wanted without having to call the office; so they’d want something that contains all of their personal information (commissions, history of sales, etc.), as well as something that they can quickly and easily use.

From the 16 sales consultants, 11 of them live over 30 minutes away from the office, so to be able to do everything they need remotely would make their life significantly easier.