A dealership sales enablement tool to help better guide customers through their visit and test drive. The sales team is given more insight into the inventory on lot, can provide quicker details about vehicles a customer is interested in, and provides low distraction way to conduct a test drive.

ipad shell visit report screen

The problem

The customer experience from acquisition through sale is a long process including multiple departments that utilize a variety of tools with a lot of overlap. Department responsibilities and tool usage also varies across dealerships within the same network. In working with sales associates it became apparent our biggest opportunities are when customers were at the dealership. Sales and marketing, then finance tools would be better served as unique solutions as a part of a suite.

User centered workshop

I helped facilitate a workshop in Cupertino with one of Apple's design evangelists. Entering the workshop we knew there was a need across the whole dealership experience. Typically, when going into a workshop with Apple, the business need is a little more defined—here we had to spend more time uncovering pain points and prioritizing. I ran through a number of exercises with 3 dealership sales associates in conjunction with client stakeholders to begin to narrow focus onto a couple of clear opportunities

Whiteboard, day in the life
Whiteboard, pain points
Whiteboard, process flow

Initial sketches

In order to quickly produce concepts in order to gather as much feedback on raw ideas as possible I did whiteboard sketches and presented them to the users and business stakeholders. This allowed for several quick iterations and helped further build consensus around what items and features were most crucial. We learned that while tracking down vehicles on the lot that knowing the fuel level and if the car is blocked in were most critical to avoiding keeping the customer waiting. We also focused on low touch input methods during the test drive so that the sales associate didn't get distracted by the app.

Whiteboard sketch, vehicle inventory
Whiteboard sketch, walk around
Whiteboard sketch, test drive
Whiteboard sketch, finish test drive

Primary Screens

From the moment a customer arrives on the lot, the app helps the dealer answer questions the customer might have, find inventory that fits their needs, locate inventory in order to take a test drive, and easily transition a sale to the finance team or continue the customer relationship if a sale isn't reached.

ipad shell Vehile filter screen
ipad shell Walkaround screen
ipad shell Test drive screen
ipad shell Visit report screen

Validating with animated prototypes

Since the workshop uncovered scope that was larger than initially expected, a lot of the initial work focussed on quick iterations to the design in order to get feedback from users. I used animated prototypes to demonstrate stories as well as the happy path in order to collect that feedback.

Inventory search, and select

While engaging the customer a sales person needs to find a vehicle that fits their interest from the inventory and then physically on the lot.

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Low touch test drive

To encourage conversation rather than documentation, the salesman could record interest levels in from structured fields rather than free text.

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Finish test drive

Even if the test drive does not immediately lead to sale, the customer often wants more info. The salesman can share industry reports, press reviews, and awards received.

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