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Copy of Immediately Concepts

Immediately Flow Redesign



Immediately brings the full sales workflow into one mobile app designed to enable capturing opportunities and closing deals in real time. From getting intelligence on leads, to sending instrumented emails, to making and logging phone calls and updating opportunity status. Immediately is the sales rep’s best weapon.

Project  —  Note Assistant 


01 Situation

Sales associates are trying to log their notes in sales software when they are out and about


02 Obstacle

The sales software had a mobile app but it did not allow them to quickly log notes on the spot for follow up


03 Action

Understand the notes that sales associates needed to take to quickly asses interest and further opportunities 

04 Result

A way to input data quickly using a step-by-step app built for their needs