Dealership Sales + Marketing
During my time at Pearl Technologies, I was tasked with creating an entirely new dashboard for our software, which included VehicleXchange, Trade-In Concierge, ShowroomXpress, Proximity, RPM, and Pre-Owned.
Introducing VehicleXchange Plus
The entirety of the VX+ software was created to aid the user in sales and marketing for their dealership. All of the screens were designed with small or low resolution monitors in mind. All icons used in this project are from Feather.
The Overview screen shows a nice breakdown of the user’s day. They can quickly access their follow-ups, email activity, and sales. As well as access to quick actions such as scheduling follow-ups, creating new campaigns, and generating daily reports.
The sidebar allows quick access to lead assignments based on tags, status, and campaign. Inventory management, Reports, and Settings are also readily available at any time.
Each panel has a couple action items that are more visible when hovered. The Download button triggers a downloadable PDF directly into the user’s desktop of that panel. The Grabber allows the user to move each panel around to suit their needs. And the Edit button offers configuration for that panel, if available.
The Persistent Contextual Menu
I designed the topbar actions as a persistent contextual menu that is always available. This menu can adapt and change depending on the current screen the user is looking at.
Each action calls a panel from the right side of the screen with its contents.
Each user will have their own profile page that breaks down their contact info, awards, sales, inventory, and activity. All of this information is available to all or limited staff, depending on admin settings.
Gold Leads, Hot Leads, and Follow-Ups
Each lead will have up to three actionable statuses: Gold, Hot, and Follow-up. Gold leads are generated from the software’s data-mining AI used to predict and determine the best leads for that user. Hot leads and Follow-ups are selected by the user for thier own form of lead management.
Clicking on any lead will take you to the Customer Info screen that breaks down their contact information, credit history, current vehicle, open loans, follow-ups, service appointments, notes, discussions, and activity.
This is also where the topbar menu action items change depending on the screen. Since this is the customer information screen, the user can work this customer by calling, messaging, emailing, or exporting using the newly available options.
The Inventory screen allows the user to easily view and manage cars on the lot that are assigned to them. If available, they can also add to their inventory using the add button on the contextual menu.
The vehicle information screen shows a breakdown of the selected vehicle such as assignment, lot info, MSRP, price history, similar vehicles, and some general information about the vehicle itself.
The contextual menu allows the user to market this vehicle directly to consumers using the system’s AI. This ensures that the vehicle you want to sell is marketed toward consumers who have shown interest or are in the perfect position to purchase it.
The reports screen is used to show the user’s activity throughout the day, or a range of days. Each of these panels can be easily downloaded, or a report can be generated from the contextual menu.
Connecting all the screens together was a fairly simple process using Sketch’s built-in tools. Scaling it back, however, looks much more complicated than it really is.
All of the information on these screens is used to reflect real-world values as close as possible to an environment that salespeople see on a daily basis for selling vehicles.
This design was tested and evaluated by those in the automotive industry to ensure accuracy, clarity, and workflow.
Overall, this was a huge undertaking that I hope to see implemented someday. I wasn’t able to fully complete each screen for this software since I didn’t have any roadmap or copyrighter to work with, such as the Settings and Help screens.
In total, there are 22 screens associated with this project that have been fully designed.
Thanks again for reading. Be sure to check out some of my other work on my portfolio page.