SalesPro+ delivers a transformative experience for sales teams by combining intuitive design with powerful features. Its user-centric approach ensures efficiency, adaptability, and scalability, making it a valuable tool for modern sales organizations.
I played a dual role as the UX Architect and Design Manager. When I joined PepsiCo in 2022, this was my first project, marking the kickoff of an innovative sales management platform.
I have been responsible for leading the design vision, creating user flows, and ensuring a seamless user experience. My role extended to managing the design team, collaborating with stakeholders, and ensuring that the platform met business objectives and user needs.
As the Design Manager for SalesPro+, I led the end-to-end design process, overseeing research, prototyping, and the creation of a user-centric platform.
Key Responsibilities
Defined the overall UX architecture and design strategy for SalesPro+.
Created user flows, wireframes, and prototypes to establish a seamless user experience.
Managed the design team, ensuring timely delivery of high-quality outputs.
Collaborated closely with cross-functional teams, including product managers and developers, to align design goals with business objectives.
Established a scalable design system to maintain consistency across the platform.
Oversaw stakeholder presentations and incorporated feedback into the iterative design process.
Problem Statement
Field sales representatives and managers faced challenges using Power BI reports on mobile devices due to:
Slow load times and limited offline functionality
A non-intuitive interface requiring extensive training
Difficulty in navigating complex data structures on smaller screens
Design Challenge
Design Decisions & Solutions
The research pointed to three root problems — cognitive overload from dense Power BI data, zero offline capability, and a lack of field-first interaction patterns. Every design decision was made in direct response to one of those findings.
Simplified information hierarchy. Rather than porting Power BI’s report structure into the app, we rebuilt the information architecture from the field up. KPIs most critical to a sales rep’s daily decision-making — account health, visit priorities, sales trends — were surfaced as a scannable dashboard, not buried inside nested report tabs. Data that required action appeared first; data that required analysis was one tap deeper.
Offline-first architecture. Working closely with the engineering team, we designed the app’s data sync model so that the most recent account data, route plans, and sales figures were always available locally — even in areas with no connectivity. This was a fundamental shift from the Power BI model, which required a live connection.
Native iOS interaction patterns. We replaced the web-style report interactions with native iOS gestures — swipe to navigate, pull to refresh, tap targets sized for field use with one hand. Map-integrated account views allowed reps to plan and navigate their territory directly within the app. The result was an interface that felt familiar without a training manual.
Scalable design system. To ensure consistency across a platform serving multiple markets and user roles, I established a modular design system — reusable components, token-based theming, and documented interaction standards — that enabled the development team to scale the product without design bottlenecks.
Research & Insights
We conducted extensive user research, including:
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Stakeholder Interviews: Understanding business needs and pain points.
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Shadowing Sales Reps: Observing how they interact with reports on the field.
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Surveys & Feedback Analysis: Collecting insights from existing users.
Key Findings:
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Users need real-time insights with minimal friction.
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Offline access is crucial for areas with poor connectivity.
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Customization and interactive elements enhance decision-making.
Outcomes & Results
When SalesPro+ launched as a native iOS application, the response from the field was immediate and measurable.
| Metric | Before | After |
|---|---|---|
| User satisfaction score | Baseline | +53% increase |
| Platform | Power BI (web) | Native iOS tablet |
| Offline capability | None | Full offline access |
| Training time required | Extensive | Minimal — intuitive by design |
| Users served | Limited | 700,000+ frontline sales leaders |
53% increase in user satisfaction
Post-launch surveys showed a 53% uplift in user satisfaction scores compared to the Power BI baseline. Field reps reported spending less time navigating data and more time in customer conversations — which was the central goal of the entire transformation.
Adopted across 700,000+ frontline users
SalesPro+ scaled beyond its initial rollout to become the primary sales intelligence tool for over 700,000 frontline leaders across PepsiCo’s operations. At that scale, even marginal improvements in usability translate into significant gains in sales execution speed and accuracy.
Presented to the PepsiCo Executive Committee
The platform’s success and strategic impact were significant enough to be presented to PepsiCo’s Executive Committee — a rare milestone for a UX-led initiative, and a signal of the platform’s business-critical status.
Recognised at the CIO 100 Awards 2024
SalesPro+ was awarded the prestigious CIO 100 Award in 2024 — one of the most recognised honours in enterprise technology, awarded to organisations that demonstrate IT innovation and excellence. The award acknowledged SalesPro+ as a landmark enterprise digital transformation.
Recognition
2024 CIO 100 Award — UX Strategy Lead, SalesPro+, PepsiCo
Awarded for innovation and excellence in enterprise IT transformation. SalesPro+ was recognised as a landmark application for frontline leaders.
Certification of Appreciation — Act as Owner, PepsiCo 2023
Awarded for exceptional ownership and delivery of the SalesPro+ design vision.