Challenge Summary
Welcome to La Poste - Inline Visualforce "Next Best Offers" Design Concept Contest. This contest is focused on creating designs for an inline visualforce display within a salesforce page, you need to design based on the given requirements - your will be designing a small area within a salesforce page.
Round 1
Your Initial Designs for review.
Notes.jpg: Any comments about your design for the Client
NUMBER YOUR SCREENS (01, 02, 03 etc.) - it’s easier to review with the client.
Round 2
Final Designs (with all required feedback implemented) for review.
Notes.jpg: Any comments about your design for the Client
NUMBER YOUR SCREENS (01, 02, 03 etc.) - it’s easier to review with the client.
In this contest, we are looking forward to your creative designs for an inline display within salesforce. This inline display will have information as shown in the attached diagram.jpg, so the "Next best offers" will be shown below the customer information.
About the Project:
Client's internal team will share the information about the "next best offers/products" while having conversations with their customers. So internal team will see an inline display in visual force page, it will list 3 best offers/products for the customers with whom they are conversing. These 3 best offers/products will be listed in a table and show more details about the product on mouse over or can be shown as a pop-up. So assume the internal team will convey and highlight each of the product to the customer, based on the customer's response to the product, the internal team has to choose an appropriate action for each of the product. Internal team can choose four options for each of these offers/products. The options are "Not presented, Create opportunity, Create Task, Not Interested"
Not Presented: This is selected, if the internal team didn't mention this product while having conversation with the customer.
Create Opportunity: This is selected, if the customer has shown interest in the offer/product - so an opportunity has to be created within Visualforce with a close date, close date will be selected for each of the product.
Create Task: This is selected, if the customer has asked the internal team to tell about the products on a later date - so a single task is created for the internal team to follow up on the products as a marketing task, so a single date need to chosen - on that particular chosen date the internal team will again market these products to the customer.
Not Interested: This is selected, when the customer has conveyed the internal team that they are not interested in this products.
IMPORTANT!! Design Considerations:
- Since your designs will be used inline within salesforce, we don't have any fixed width for the designs.
- For now, place your designs within the given template - also make sure your designs will get adjusted in a fluid layout.
- Note that your designs will be used within the salesforce page below customer information, think on how best to display them.
- You can use the colors from Branding Guidelines.pdf
Required Pages/Screens:
Below are the required screens..
"Next Best Offer" (Default View):
- This is the main inline visualforce display where the next best offers are displayed.
- We need to show a table with three rows of products as shown in the wireframe (diagram.jpg).
- Each of the product row will have a four options "Not Presented, Create Opportunity, Create Task and Not Interested"
- Only One of the option (Not Presented, Create Opportunity, Create Task and Not Interested) can be selected for a product.
- Do you think, we have better ways to show these options instead of showing them as radio buttons? (Please don't suggest drop-downs as an alternate).
- By default, "Not presented" is selected for all the three products.
- In the wireframe (diagram.jpg), you can see options to choose two dates - we would like to re-arrange this and get your ideas here, see below in interactions on how/when these options for choosing date need to be shown.
- Below the products table, we need a textarea to enter some notes - have the label as "Notes".
- Need a "Save" button below that, in the wireframe (diagram.jpg) - it is mentioned as "Submit" button, please change that as "Save"
Product Detail:
- When the user hovers the mouse on the product name, we need to show a pop-up or tool-tip with the product description.
- Looking for your ideas on the best way to display these details.
- You can show few lines of text for the product description.
- Design this view with the product details.
Interactions:
Based on the selection of the option, further interactions are shown...please make sure to show these selections in your designs...
Not Presented:
- If this is selected, then the internal team didn't mention this product while having conversation with the customer.
- Selecting this doesn't trigger any action.
- This option is chosen by default for all products.
Create Opportunity:
- This is selected, if the customer has shown interest in the offer/product.
- Date need to be chosen for each of the "Create Opportunity" selected for a product. Each product will have a different close date.
- For example: If "Create Opportunity" is selected for a product, an Opportunity should be created for each product/offer I selected Create Opportunity for - so the Close Date could be different between the Opportunities..wireframe (mockup) doesn't indicate this.
- Close date will be selected for each of the selected product, so how and where should these options to choose the date (calendar) should be shown?
Create Task:
- This is selected, if the customer has asked the internal team to tell them about the products on a later date.
- A user chooses the "Create Task" option.
- We show only a single date (calendar) is chosen for all the products which had chosen option as "create task".
- The internal employee chooses this single date (calendar) for creating a task to follow up on this product marketing task.
- On that particular chosen date the internal team will again market these products to the customer.
Not Interested:
- If this is selected, when the customer has conveyed the internal team that they are not interested in this product.
- Selecting this doesn't trigger any action.
Branding Guidelines
Please use the colors from the attached Branding Guidelines.pdf
Target Audience:
Internal Employees of the Client.
Judging Criteria:
- How well you create the inline display.
- Cleanliness of your graphics and design.
- Design looks and User Experience.
Submission & Source Files:
Preview Image
Please create your preview image as one (1) 1024x1024px JPG or PNG file in RGB color mode at 72dpi and place a screenshot of your submission within it.
Submission File
Submit JPG/PNG for your submission files.
Source Files
All original source files of the submitted design. Files should be created in Adobe Photoshop and saved as layered PSD file.
Final Fixes
As part of the final fixes phase you may be asked to modify your graphics (sizes or colors) or modify overall colors. We may ask you to update your design or graphics based on other winning placements.
Please read the challenge specification carefully and watch the forums for any questions or feedback concerning this challenge. It is important that you monitor any updates provided by the client or Studio Admins in the forums. Please post any questions you might have for the client in the forums.