↓ Overview
↓ Problem
↓ Insight
↓ Idea
↓ Implement
↓ Impact

Brendan Appe

Sales Hub: Task and Labor Management for Frontline Team Members

Sales Hub, built on Salesforce Service Cloud, reimagined daily workflows for delivery drivers and sales reps. One of its most impactful features was route optimization powered by geotagging, which allowed drivers to check in automatically at each stop, track mileage, and reduce travel inefficiencies.

Real-time updates gave field employees greater situational awareness, helping them stay responsive and connected throughout the day.

The app also included tools for managing routine tasks such as timesheet submissions, schedule changes, and vacation requests. Mobile task management became a central part of daily operations, giving reps clarity on what needed to be done and when.

Fig 1/5: Visit delays had increased structure and automation increasing awareness across operations.

Fig 2/5: Store details, scheduled tasks, and actions were all organized within store pages with user input.

Fig 3/5: Setting up an order was largely automated, but with clear form taxonomy to navigate changes.

Fig 4/5: Adding products to an order was as easy as scanning a product UPC and adjusting quantities.

Fig 5/5: Finalizing an order was just a few clicks.