Project: Lead Management Solution for HSR Motors

Role: Product Specialist

Platform: Web Application (Desktop)

Status: Design Proposal

1. Executive Summary & Challenge

HSR Motors, a multichannel car dealership, faces a critical bottleneck: their lead management process is manual, fragmented, and reliant on static spreadsheets. This results in slow response times, low conversion rates, and a lack of visibility for management.

The Challenge: Design a centralized web application to replace the spreadsheet, enabling real time collaboration between the Sales Team (execution) and Business Managers (strategy).

The Solution: Velocity CRM, a streamlined desktop application designed to maximize speed to lead and provide actionable insights.

2. User Analysis (The "Who")

Primary Persona: Rohan (Sales Executive)

• Context: Spends his day on the phone. Hates data entry.
• Pain Point: "I don't know who to call first. Spreadsheets are messy, and I forget to follow up."
• Goal: A simple list of who to call now and a one-click way to update status.

Secondary Persona: Anjali (Business Manager)

• Context: Needs to report to owners. Managing a team of 10 reps.
• Pain Point: "I have no idea if my team is working efficiently. I can't track which marketing channel brings the best ROI."
• Goal: Real-time visibility into the pipeline and the ability to assign leads automatically.

3. Solution Design (The 4 Screens)

Screen 1: Lead Listing (The "Work Queue")

Designed for Rohan to prioritize his day instantly.