Customer dashboard overview section gives the sales agents a quick glimpse of the user profile and their browsing history. The dashboard enables the sales teams to quickly take action and make the right suggestion to the customer. The dashboard also suggests similar products (users have been browsing) which prevents the agents from visiting the CaratLane website each time to make a recommendation. We also provided always visible side menus to help agents navigate across pages seamlessly. We also created a section for displaying smart cards (upcoming birthday card/ follow-up card) most relevant for that particular customer and for the logged in user.

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Linked profiles section One of the previous observations from the team was that, when searched using mobile, multiple profiles pop-up.  We tried to address this by linking all profiles with same mobile numbers. In the example below, the same mobile number of customer is used in two profiles. Simply click on the alternate email id and go to the next profile. Alternatively, if we know there are 2 profiles which are related to each other, say a husband and wife profile, we can manually link them and tag them.