A new home to easily learn the system, act on daily tasks, and engage with highly active leads.
CINC
JF Thivierge – Product Manager
Sarah Astrachan – Associate Product Manager
Jordan Costley – Design
CINC agents often struggle and are overwhelmed by the legacy CRM. By providing an all in one solution the platform has grown to include a lot of functionality. This can be powerful for those who want to dig in, however many agents, especially newer ones often struggle to know how to structure their day.
The updated Agent Launchpad aims to give a step by step flow of an agent's day revolving around prospecting online leads. In addition to this there are features intended to call out high value leads raising their hand as well as those who are actively engaged on the site.
The main function that the legacy agent launchpad offered was quick access to all reminders assigned. Other legacy features had some adoption but very minimal compared to reminders.
We began with adding new features to call out high value leads before transforming the launchpad into a one stop shop to help agents understand the platform and the CINC system for success.
The legacy page gave access to your 3 newest reminders due for the day as well as some basic quick modules which navigated away from the launchpad. Before we began updating the page it saw very little use and a number of the functions were broken. Additionally the top quick modules navigated away from the page causing troubles for the training team when attempting to instruct how to go about using the CINC success system.
We updated the existing features and designs while also including new features calling out high intent leads.
