Redesigning My Lab Sales for Client-Level Sales Platform
Redesigning My Lab Sales for Client-Level Sales Platform
Redesigning My Lab Sales for Client-Level Sales Platform
About Project
About Project
About Project
My Lab Sales is Suvarna’s mobile CRM application built for sales teams to track client-wise business, credit limits, growth trends, and real-time sales performance efficiently.
Over time, sales teams struggled with limited visibility into client performance, credit usage, and dropped accounts, leading to reactive follow-ups, delayed decisions, and heavy internal coordination.
Our redesign focused on creating a clear, data-driven sales experience that surfaces client insights, improves credit control, and enables scalable, confident selling across regions.
My Lab Sales is Suvarna’s mobile CRM application built for sales teams to track client-wise business, credit limits, growth trends, and real-time sales performance efficiently.
Over time, sales teams struggled with limited visibility into client performance, credit usage, and dropped accounts, leading to reactive follow-ups, delayed decisions, and heavy internal coordination.
Our redesign focused on creating a clear, data-driven sales experience that surfaces client insights, improves credit control, and enables scalable, confident selling across regions.
About Project
Health Care
Team
Varun kashetty, S.Madhumala
Subscription Category
Quick win
Project start Year
December 2024
Business Challenges
Business Challenges
Business Challenges
Low Retention Across Modules
Low Retention Across Modules
Low Retention Across Modules
Disconnected views and inconsistent reports reduced feature usage, lowering adoption and visibility into client performance trends.
Disconnected views and inconsistent reports reduced feature usage, lowering adoption and visibility into client performance trends.
Disconnected views and inconsistent reports reduced feature usage, lowering adoption and visibility into client performance trends.
Stuck in a Loop, Growth Stagnation
Stuck in a Loop, Growth Stagnation
Stuck in a Loop, Growth Stagnation
Manual tracking and scattered client data slowed follow-ups, limited account expansion, and restricted predictable sales growth.
Manual tracking and scattered client data slowed follow-ups, limited account expansion, and restricted predictable sales growth.
Manual tracking and scattered client data slowed follow-ups, limited account expansion, and restricted predictable sales growth.
Heavy training Requirement
Heavy training Requirement
Complex screens and unclear actions increased onboarding time, reliance on managers, and slowed daily sales execution.
Complex screens and unclear actions increased onboarding time, reliance on managers, and slowed daily sales execution.
Heavy training Requirement
Complex screens and unclear actions increased onboarding time, reliance on managers, and slowed daily sales execution.
Our Approach
Our Approach
Our Approach
User Flow
We mapped My Lab Sales’ end-to-end sales workflows to understand daily sales operations and identify client drop-offs. This helped reduce manual follow-ups and streamline client management, credit tracking, performance reviews, and reporting. The result was better visibility, faster decision-making, and consistent revenue growth across sales teams.
User Flow
We mapped My Lab Sales’ end-to-end sales workflows to understand daily sales operations and identify client drop-offs. This helped reduce manual follow-ups and streamline client management, credit tracking, performance reviews, and reporting. The result was better visibility, faster decision-making, and consistent revenue growth across sales teams.
User Flow
We mapped My Lab Sales’ end-to-end sales workflows to understand daily sales operations and identify client drop-offs. This helped reduce manual follow-ups and streamline client management, credit tracking, performance reviews, and reporting. The result was better visibility, faster decision-making, and consistent revenue growth across sales teams.
Key Problems
Key Problems
Key Problems
Scattered Team Credit Overview
Scattered Team Credit Overview
Scattered Team Credit Overview
The screen showed all sales team members together, but key details like active clients, credit limits, pending dues, and remaining credit were tightly packed and hard to scan quickly.
Managers had to manually compare numbers across rows, making it difficult to spot risk, track performance, or take timely action on credit issues and client follow-ups.
The screen showed all sales team members together, but key details like active clients, credit limits, pending dues, and remaining credit were tightly packed and hard to scan quickly.
Managers had to manually compare numbers across rows, making it difficult to spot risk, track performance, or take timely action on credit issues and client follow-ups.
Scattered Client Credit View
Scattered Client Credit View
Scattered Client Credit View
The screen displayed multiple client credit details together without clear hierarchy, making it difficult for managers to quickly assess credit limits, dues, and remaining balances per client.
Client status, lock indicators, and financial values required careful reading, increasing effort to compare accounts and slowing down timely credit and follow-up decisions.
The screen displayed multiple client credit details together without clear hierarchy, making it difficult for managers to quickly assess credit limits, dues, and remaining balances per client.
Client status, lock indicators, and financial values required careful reading, increasing effort to compare accounts and slowing down timely credit and follow-up decisions.
Key Solutions
Key Solutions
Key Solutions
Completed Trips with Route-Level Clarity
Completed Trips with Route-Level Clarity
Completed Trips with Route-Level Clarity
We redesigned the screen to surface each team member’s active clients and total business upfront, removing cluttered metrics and helping managers quickly understand performance without switching screens or relying on external reports.
Dedicated call and email actions were added per member, enabling faster communication, quicker follow-ups, and smoother coordination. Reducing delays, minimizing manual outreach, and supporting more responsive, data-driven sales management daily.
We redesigned the screen to surface each team member’s active clients and total business upfront, removing cluttered metrics and helping managers quickly understand performance without switching screens or relying on external reports.
Dedicated call and email actions were added per member, enabling faster communication, quicker follow-ups, and smoother coordination. Reducing delays, minimizing manual outreach, and supporting more responsive, data-driven sales management daily.
Structured Client Credit Overview
Structured Client Credit Overview
Structured Client Credit Overview
We redesigned the screen to group each client into clear cards showing credit limit, spent amount, balance, and payment status in one place for faster understanding.
Visual status indicators and consistent layouts help managers quickly spot paying and non-paying clients, prioritize follow-ups, and make confident credit decisions without scanning scattered information.
We redesigned the screen to group each client into clear cards showing credit limit, spent amount, balance, and payment status in one place for faster understanding.
Visual status indicators and consistent layouts help managers quickly spot paying and non-paying clients, prioritize follow-ups, and make confident credit decisions without scanning scattered information.
Fixing Key Interface Elements for Faster, Smarter Use
Fixing Key Interface Elements for Faster, Smarter Use
Fixing Key Interface Elements for Faster, Smarter Use
New Client Credit Snapshot Card
New Client Credit Snapshot Card
New Client Credit Snapshot Card
We redesigned the card to organize credit limit, spend, balance, and payment details into a clear, structured, decision-ready view.
We redesigned the card to organize credit limit, spend, balance, and payment details into a clear, structured, decision-ready view.
New Member Business Summary Card
New Member Business Summary Card
New Member Business Summary Card
We redesigned the card to consolidate key sales metrics, clarify member performance, and enable faster communication through direct actions.
We redesigned the card to consolidate key sales metrics, clarify member performance, and enable faster communication through direct actions.
New Test-wise Billing Breakdown Card
New Test-wise Billing Breakdown Card
New Test-wise Billing Breakdown Card
We redesigned the card to group tests by type, clearly list patients, prices, and totals, enabling faster review and billing clarity.
We redesigned the card to group tests by type, clearly list patients, prices, and totals, enabling faster review and billing clarity.
Business Impact
Business Impact
Business Impact
Less Training Time
Less Training Time
Less Training Time
Standardized dashboards and consistent client views helped sales teams understand data quickly, reducing onboarding time and repeated training needs.
Standardized dashboards and consistent client views helped sales teams understand data quickly, reducing onboarding time and repeated training needs.
Standardized dashboards and consistent client views helped sales teams understand data quickly, reducing onboarding time and repeated training needs.
Faster Task Completion
Faster Task Completion
Faster Task Completion
Clear client insights, credit visibility, and performance indicators enabled sales teams to review accounts, plan actions, and close follow-ups faster.
Clear client insights, credit visibility, and performance indicators enabled sales teams to review accounts, plan actions, and close follow-ups faster.
Clear client insights, credit visibility, and performance indicators enabled sales teams to review accounts, plan actions, and close follow-ups faster.
Fewer Support Tickets
Fewer Support Tickets
Fewer Support Tickets
Improved visibility into client dues, limits, and trends reduced internal queries, follow-ups, and dependency on finance or operations teams.
Improved visibility into client dues, limits, and trends reduced internal queries, follow-ups, and dependency on finance or operations teams.
Improved visibility into client dues, limits, and trends reduced internal queries, follow-ups, and dependency on finance or operations teams.
Make your product the one users recommend!
Make your product the one users recommend!
Make your product the one users recommend!
