Sophia tool for B2B – knowledge management with data science and ML

  • Kata Spychala

E.ON B2B sales team in Germany needed to improve their information storage about potential customers and project partners. Each team member had their own way of doing it which made sharing information and status between colleagues very hard. Sophia tool not only makes the everyday work of B2B team more enjoyable, structured and efficient. It also allows to make well informed strategic decisions and provides in-depth look into the leads. All powered by data scraping and clear design.

THE PROCESS
– user interviews with the B2B Sales team
– requirements refinement with wireframes
– UX/UI design
– prototyping (Sketch, InVision)
– iterative work in agile DEV team
– user testing
THE SOLUTION
– web application holding all the information in one place
– transparent potential lead status
– direct integration with sales CRM
– more pleasant and efficient work process for the sales team