Saving the 70% time —
Smart Data Capture for Sales Reps

TIMELINE
2 Day Assignment • Aug 27
ROLE
Product Designer
TEAM
Akash Jaladurgam
Everstage Assignment
TOOLS
Paper-pen • FigJam
Figma • Meta AI • VS Code
THE BRIEF

Sales reps know every deal nuance, but spend their day logging it.

A 60-person B2B SaaS team. Reps do reporting, not selling. Managers rely on CRM truth for forecasting but get blindsided.

Task: Design a solution using AI that can listen to calls, read emails, pull from CRM — summarize, flag, suggest.
CONTEXT

What sales should be vs what it is.

Ideal flow
Ideal: Clients → Reps → Platform → Manager → Business decisions.
Manager decisions
Manager decisions break without clean data.
70 / 30

Reps spend 70% on ops, 30% on actual selling.

spuriq.ai ↗
IDEAL VS REALITY

The job vs the work.

Talking & understanding clientsClosing dealsAdvancing dealsBuilding warm relationshipFollowing upRisk detectionProduct demos

Actual work is relationship. Operational work is logging, CRM updates, follow-ups. 70% of time.

All Problems
01

Ops overload

Day lost to logging, CRM, follow-ups.

02

Cold clients

No time to keep warm → competitor wins.

03

Zero incentive for hygiene

Paid to close, not document.

04

Forecast breaks

Bad docs → can't plan.

05

Context in head

Backup asks repeat Ques to client.

06

Not lazy. Busy.

Stores nuance in head because reporting is slow.

07

Unknown Factor for Rep

Rep dont know and understand how crucial is this for manager to set company vision & business goals

INSIGHTS

Rep Personal goal & Business goal are in opposite direction, not aligning

REP PERSONAL GOAL
Close → Insentive + Promotion
BUSINESS GOAL
Document → Long term
SOLUTION

1. Smart Data Capture — mediator between communication channels & CRM.

2. Now no more pain documenting, instead only Approvals for AI documentation by Sales Rep

3. Reducing the time & friction but maintaining the quality of documentation which helps manager & the company

Architecture
01Context from channels
02Context from CRM,stages and fields of each stage
03Autodocumentation from Context
04Sales Rep Reviews & Approves
SCENARIO
FICTIONAL COMPANY
Loopline
Project-collab SaaS • 50-500 employees • 60 reps • $8K-40K ACV • 8 week cycle • Salesforce • 6 stages
EXPLORATIONS

7 Wireframe Iterations

Early tries showed everything. Final: not a dashboard, an Approvals inbox.

Final UI Designs
Architecture
Architecture
OUTCOME

Documentation becomes fastest path to commission because they cannot manual close the deals anymore, they have to go through the process, can more to next stages in pipeline only once Approved and Synced to CRM

“Sales reps are not lazy, they are busy. System should do reporting, so they can do relationship.”