Retail ops · in-store sales team
The sales app I was handed after the web version failed
I had recommended an app for the sales team from the start. The client chose a web version, it replaced a tool the associates were already using, and the stores hated it. I was moved onto the problem with one month before launch.
- Period
2024—2026
- Scope
Clienteling
Field discovery
ERP & CRM
Product recovery
Results
active associate adoption, up from 60%
from taking over the problem to launch
The problem
The recommendation had been an app. The client chose a web version, and it replaced a tool store associates were already using and already knew. Store teams were openly unhappy with it, which in a retail operation is not a satisfaction problem: it is a selling problem.
I was moved onto it on the strength of the results on the customer app, with one month until the replacement had to launch.
What I found
I ran field discovery with store managers and sales reps to map how selling actually happens on the floor — which is rarely how the process document says it happens.
The work
One month is a scope decision, not a schedule. I decided what earned a place and what did not, and designed mobile-first around the three things the floor actually needed: clienteling, inventory lookup and assisted selling, integrated with the retail ERP and CRM.
The other half was not product. I set up enablement and feedback loops so the stores had somewhere to put their frustration other than the tool — a rollout that had already failed once does not get a second neutral reception for free.
What changed
Launched inside the month, the legacy web tool was phased out, and active associate adoption went from 60% to 92%.