Navik Sales AI – Mobile Experience for Sales Intelligence
Navik Sales AI is a machine learning-powered mobile application that helps B2B sales teams prioritize leads, personalize pitches, and optimize customer interactions. Built by Infogain, the solution integrates predictive analytics to drive smarter sales behavior directly in the field.
India
Data Analytics
1,000+
Challenge
Sales professionals lacked a mobile-first experience that could intelligently guide them on which leads to focus on, when to engage, and how to tailor conversations. The existing tools were fragmented, slow, and not optimized for on-the-go decision-making.
Results
The implementation of Navik Sales AI led to a significant boost in sales efficiency, enabling teams to focus more on execution and less on meeting preparation. By leveraging AI-driven insights, sales leaders were able to identify optimal product assortments for different channels and retail environments. The platform delivered business-ready recommendations without requiring intervention from data scientists, allowing faster, more confident decision-making. Its ability to tailor insights to unique business models and promotional strategies made it a highly adaptable tool, driving smarter sales planning and execution across the board.
My Role
As the Senior UX/UI Designer, I was responsible for designing a seamless mobile experience from the ground up. I focused on simplifying the user journey, defining data-driven UI patterns, and enabling actionable insights through minimal interaction.
Conducted stakeholder interviews to identify user pain points
Created mobile-first wireframes and user flows
Designed interactive dashboards and visualizations for lead scoring
Led design system development for scalability and brand consistency
Process
Research & Analysis: Began with stakeholder interviews and sales team shadowing to understand the day-to-day pain points of field reps. This helped uncover gaps in usability, data accessibility, and AI adoption.
Defining User Flows: Mapped the end-to-end journey of a sales rep using the app during a typical workday. I prioritized scenarios like identifying top leads, preparing for meetings, and logging outcomes with minimal effort.
Wireframing & Prototyping: Created low-fidelity wireframes to explore layout ideas for lead scoring, recommendations, and alerts. Rapid iterations and feedback sessions helped align with business goals and technical feasibility.
Visual Design & Design System: Crafted a clean, lightweight mobile UI with attention to readability, tap targets, and edge-case behavior. I also developed a mini design system to ensure visual consistency and fast handoffs to developers.
Developer Handoff & Support: Worked closely with the development team to ensure pixel-perfect implementation. Used Figma specs and conducted regular syncs to address any UX inconsistencies during build.
Conclusion
The Navik Sales AI mobile redesign successfully bridged the gap between complex AI insights and the everyday workflows of B2B sales teams. By delivering a streamlined, context-aware, and mobile-first experience, the app empowered users to make smarter decisions faster. The intuitive UX and visual clarity not only improved adoption but also amplified the business value of AI in the sales process. This project demonstrated how thoughtful design can transform enterprise tools into user-friendly, high-impact solutions.