Adventura - Sales Management
Adventura is a sales management platform that works in responsive deisgn to service both a desktop and mobile application functionality. The platform serves as a way to save data on specific users, analyze and produce analytics and insights, and help travel agents manage their clients. New features are being rolled out continuously to address feedback and client needs.
Process
Understanding the User
1. User Research:
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Conducted surveys & interviews with users
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Analyzed market trends & competitor apps
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Studied user behavior & interactions
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Explored travel forums & online communities
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2. Personas:
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Created distinct travel personas
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Defined preferences, goals & behaviors
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Targeted leisure seekers, business travelers, budget-conscious tourists
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Used personas as reference throughout development
3. Problem Statements:
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Identified user pain points & challenges
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Focused on user-centered issues
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Prioritized based on impact & business goals
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4. User Journey Maps:
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Mapped out entire user journey
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Identified touchpoints & interactions
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Highlighted emotions & opportunities
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Improved app flow & usability
About The Project
Project duration:
June - September 2023
The Problem
Managing customers for travel sales is time intensive and meticulous. Using a concentrated CRM system that already maintains data on users from its travel management sector, Adventura will allow a small team of sales travel managers to maintain relations across the customers range.
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The Solution
The goal of the project is to help alleviate the stressors related to time, money, and extensive energy related to managing customer relationships. Utilizing the tools of a CRM system that is tailored toward the specific needs of sales travel managers, a small team can maintain relational management across the platform.
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User Research Summary
Through surveys, interviews, and online community exploration, we gathered data on client’s business needs and pain points. The target audience showed a strong need for a CRM system tailored toward the travel and tourism industry, and one that would be able to access large datasets and models from user behavior. They expressed a desire for personalized travel recommendations and community-based service collaboration. The research findings served as a foundation for creating distinct travel personas, which highlighted the specific preferences and goals of leisure seekers, business travelers, and budget-conscious tourists. With this user-centered approach, we designed and utilized an AI-driven user management platform that allows clients to build and host businesses and connect through multi-channel communication with their customers
User Research Pain Points
1
Overwhelming and Tedious Process
Many travel agents claim that managing multiple clients can be both overwhelming and tedious as all aspects of trips must be thoroughly thought out and planned accordingly.
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Lack of Insights
Travel agents may not be able to utilize the same insights or be able to access the large data lakes that other sales firms can utilize. This results in less informed business decisions and most likely a lower customer retention rate on the platform
3
A Lack of Tools and Resources
The resources that travel agents are able to access remains limited in regards to tailoring the trip to the client/customer, aside from initial interviews. The tools created for the dashboard of this program work to provide a range of options for clients to manage their customer base.
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Client/Customer Relationships
Travelers often only book through a travel agent a single time and then never maintain the relationship. A CRM system will allow travel agents to maintain and cultivate a steady relationship over time.
User Personas
User personas were generated and used to optimize the design and functionality of features throughout the platform. Some main focus points were to design tools that helped to increase sales revenue, streamline the sales process, and build out user flexibility in personalized customer interactions to enhance client relationships.
Journey Mapping
The hallmark feature of the platform is the community aspect allowing multiple clients to utilize community-generated applications to help optimize the utilization of the dataset and available resources. Alongside a collection of professionally tailored tools designed to launch a business, this framework for collaboration allows managers and business owners to learn from each other and share tools and resources. The positive feedback we received is translated into the flexibility and customization of the client dashboard which allows users of our platform to integrate both professional and community-created applications based on the specific business need.
Accessibility Considerations
1
Responsive Design
One accessibility consideration we implemented was making the assets responsive to the specific device that the user was currently using. This increased accessibility to various users who were not able to utilize a specific device platform. Additionally, the mobile option makes the platform easier to use on the go.
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Customization
One more accessibility consideration we implemented was the customization feature of the dashboard. Allowing users to select which elements they used most frequently, we allowed the interface to ultimately be put into the hands of the users in an intuitive way.
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Community Offerings
Finally, we wanted the application section to be a community platform allowing managers from all over upload and share apps that they built or use the site to host, increasing collaboration across managers and companies within the communities.
