Digital Sales Coach UI Design Challenge

Welcome to The Salesforce Digital Sales Coach UI Design Challenge. This challenge is focused on creating responsive design concepts/visual ideas to create a Application that works with (Salesforce1). We would like to build a customizable sales kit application that can be used by businesses to help their sales teams. Utilizing Salesforce1, we will be creating a configurable Digital Sales Coach SF1 Application that empowers sales teams manage, track, and achieve their sales goals. 

In this challenge we are looking for DESIGN CONCEPTS on how this Responsive Application could work. What should the user see and experience when using the application? We are providing a design direction document for the tablet storyboard but would like you to provide how this would work for a mobile experience as well with your designs. Additionaly we will be taking elements of your designs and applying them to Desktop, Tablet, and Mobile screens w/in the Salesforce application. This will give us the option of having a stand alone APP within the Salesforce APP Exchange OR  a widget that plugs into existing Salesforce design framework. Please see the provided design direction for addtional instruction. 

Round 1

Submit your design for a Checkpoint feedback:
1. User Profile/Dashboard (Tablet)
2. Opportunities List (Tablet)
3. Leads List (Tablet)
4. Opportunity Detail (Tablet & Mobile)
5. Opportunity Detail Salesforce view (Desktop)

- If you have time - please provide us with a click map for your design.
- Readme.jpg : Provide notes about your submission.
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03)

Round 2

Final Design plus any Checkpoint feedback:
1. User Profile/Dashboard (Tablet & Mobile)
2. Opportunities List (Tablet & Mobile)
3. Leads List (Tablet & Mobile)
4. Opportunity Detail (Tablet & Mobile)
5. Coach Says (Tablet & Mobile)
6. Opportunity Detail Salesforce view (Desktop)
7, Opportunity Detail Salesforce1 view (Mobile)
8. Opportunity Detail Salesforce1 view (Tablet)

- If you have time - please provide us with a click map for your design.
- Readme.jpg : Provide notes about your submission.
- Make sure all pages have correct flow! Use correct file numbering. (00, 01, 02, 03)

Challenge Description:
We would like to build a customizable sales kit application that can be used by businesses to help their sales teams. Utilizing Salesforce1, we will be creating a configurable Digital Sales Coach SF1 Application that empowers sales teams manage, track, and achieve their sales goals.

At a high level, the package able component would start at a Lead (optionally), or at an Opportunity, and help the sales rep (or supporting employee) answer the following:
- Where are we at in the deal and what's next (Visualize with Context)���
- Why is the deal here and how do I move it forward (Validation, Coaching)
- Take action on recommended next steps to move the deal forward (Execute with coaching)

We are looking for the [topcoder] design Community to help us with coming up with responsive design concepts for the digital sales coach application!

Design Guidelines:
- Design Direction (SalesCoach-Design-Direction.pdf.zip)
- Salesforce 1 Style Guide.
- Design style samples (Inspiration.zip)

Design Concept Goals:
- How should this application look?
- Read the user story and decide what should the priority features be?
- How quickly could you find information?
- Think simple but effective solutions! Have fun creating this - let us know how you think it should work!
- We want this to be MODERN application design!

Screen size:
- Desktop & iPad: 1024px by 768px
- iPhone: 640 x 1136 resolutions

User Case Scenario:
Sales Coach target user: Sales team members who are relatively new to Salesforce
Jason has been using Salesforce at his previous company to manage his sales opportunities, but is still fairly new to the game and would like to get some understanding how Salesforce can help him in his sales process. He learns that his company offers a Digital Sales Coach on the APP Exchange that provides instruction and useful insight into managing his sales opportunities with Sales- force. He decides to give it a try. Right away Jason is able to sync with his Salesforce account and start interacting with his opportunities. The intuitive interface leads him along the sales process and there’s even an interactive “Sales Coach” that offers up tips and advice on how to have a more successful sales cycle. The Sales Coach is backed by a rich sales knowledge base and serves as a valuable asset to Jason as he tracks his opportunities thru the sales stages.

Jason is able to collaborate and communicate with his other sales associates on the account and is presented with real time analytics and metrics of his opportunities that help him gain valuable insight into the sales opportunity and recent trends. In addition to the Sales Coach there is a “Sales Playbook” that is dynamically populated with content from company sales teams.

In a short time the Sales Coach has become a valuable tool for Jason to use in his daily sales management. It’s ease of use and valuable insights have made him the top performing sales associate at his company and he has “Da Coach” to thank for that.

Suggested Screens:
- We would like you to suggest features/screens that this app should incorporate
1. User Profile/Dashboard
- On the Sales Coach Dashboard a sales rep is quickly able to see their sales opportunities and where those opportunities are at in the sales cycle.
- The dashboard also has some high level metrics and graphs that show the sales rep’s overall sales landscape.
- The dashboard has links to the sales rep profile and quick access links to opportunities, leads, sales knowledge center (coaches corner) and possible sales calendar.

2. Opportunities List
- This is a full list of the sales rep opportunities. A user is able to see where each opportunity is at a high level...filter to priority items and search their opportunities, or create a new one.
- There is also a chatter feed for sales associates to collaborate on opportunities with as well as a call out to the “Coach’s Corner” call out that links to an interactive sales coach that has tips and advice for sales reps.

3. Leads List
- This is a full list of the sales leads. A user is able to view sales leads, and sales lead details...filter to priority items and search their leads, or create a new one.
- There is also a chatter feed for sales associates to collaborate on sales leads with as well as a call out to the “Coach’s Corner” call out that links to an interactive sales coach that has tips and advice for sales reps.

4. Opportunity Detail
- This is the detailed view of an opportunity record. A sales rep is able to see where the opportunity is at in a visual way, review and complete upcoming tasks, gain insights and tips from the sales coach, collaborate with sales associates on the account.

5. Coach Says
- Upon clicking on the “ask da coach” button the sales coach is launched where dynamic content is displayed that helps the sales rep in his sales process and offers up sales tips, sales playbook, and other insightful knowledge that helps the sales rep with his opportunity.

Target Audience:
- Sales Representatives.

Judging Criteria:
- How well you plan the user experience and capture your ideas visually
- Cleanliness of your graphics and design
- Your design should possible to build and make sense as a mobile application

Submission & Source Files:
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.

Submission File
Submit JPG/PNG for your submission files.

Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop and saved as layered PSD file, or Adobe Illustrator as a layered AI file.

Final Fixes
As part of the final fixes phase you may be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on checkpoint feedback.