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iPhone screens showing Salesforce Tableau Pulse mobile sales intelligence app — Today's Pulse KPI summary, Buying Patterns trend chart with $10.7M metric, and AI-driven insight discovery with natural language queries for a global professional services firm
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SalesforceMobile UXData-Driven DesignTableau Pulse

Mobile Sales Intelligence for a Global Professional Services Firm

2–3 weeks
330,000 global Salesforce users
Global professional services
Representative Output

High-fidelity Figma prototype for Salesforce Tableau Pulse, showing real-time sales KPIs, push alert flows, and natural language data exploration — built for professionals who need insight between meetings, not just in them.

iPhone screens showing Salesforce Tableau Pulse mobile sales intelligence app — Today's Pulse KPI summary, Buying Patterns trend chart with $10.7M metric, and AI-driven insight discovery with natural language queries for a global professional services firm
Impact

Projected 19% increase in data-driven sales actions from mobile channels

Enabled a path to context-aware sales intelligence for 330,000 global users without requiring dashboard logins

"...showed us how sales performance data could finally be useful between meetings, not just in them." — Director of Sales Strategy

Problem

A global professional services firm with 330,000 Salesforce users had invested heavily in desktop sales tooling — but none of it followed consultants into the field. Consultants needed to check metrics, investigate anomalies, or act on time-sensitive signals without logging into a full Salesforce org and navigating complex dashboards. The firm operated on a distributed "franchisee" model, meaning individual consultants were accountable for their own numbers — but the data to manage those numbers was effectively inaccessible on the go.

Approach
1

Evaluated Salesforce's Tableau Pulse product capabilities and constraints in partnership with the firm's analytics team

2

Defined key behavioral triggers for mobile push alerts: quarterly pacing, deal slippage, account activity gaps, and personal KPI anomalies

3

Created mobile-first UX concepts and journey maps for high-priority insight scenarios

4

Designed modular exploration flows using Tableau Pulse's natural language querying and AI summarization features

5

Maintained a strict "zero-friction" design principle throughout: no dashboards, no toggles, no context switching

Solution

A conceptual mobile sales intelligence experience built on Tableau Pulse that delivered real-time, personalized KPI alerts and guided explorations directly to a consultant's phone — without requiring a Salesforce login or dashboard navigation. Established a scalable behavioral model for how 330,000 users could act on sales data in the moments that actually matter: between client calls, in transit, and before key meetings.