Outsource Giant

Outsource Giant needed one place for their sales representatives. The goal was a portal that helps reps create leads, manage solutions, collaborate with teammates, and stay on top of meetings and tasks, all in one place, to grow solar energy adoption.

Before it, their workflows were fragmented, and it slowed them down.

The interviews came together in one persona: Michael, a field sales rep who spends most of his day talking to homeowners about solar energy. He relies on his phone to log leads, but loses some to scattered notes and forgotten follow-ups, and feels isolated from his team while he’s out.

Following him through a day showed where each feature had to help, from meeting a homeowner to closing the loop.

With leads, a marketplace, communities, calendars, trainings and coins across about 300 desktop and 300 mobile screens, the portal needed one system to stay consistent. A blue primary inspired by renewable energy carries the actions, a warm gold marks rewards and highlights, and Poppins sets everything, from headings to labels.

Reps sign up as a sales company or as an individual, confirm their email, and log in, in a short flow that gets them to their leads quickly.

The Leads dashboard gives reps a clear view of every potential client. They can quickly add or filter leads, see client details at a glance, assign solutions, and follow each lead through solutions, contracts and tasks, while notifications keep them updated.

Research showed that knowledge-sharing mattered as much as productivity. Communities let reps join groups like San Antonio installers, share updates and wins, invite people, and manage members, while a productivity board celebrates activity and achievements.

The home screen is the team’s feed. Reps post photos from installations, react and comment, and report anything that doesn’t belong, which keeps them connected even when they spend the day out alone.

Missed meetings came from inconsistent scheduling, so the calendar brings meetings, leads, tasks and Google Calendar together. Reps switch between daily, weekly and monthly views, and create an event linked to a lead in a few fields.

Tasks, meetings and trainings round out the workday, and coins tie it together: reps earn them for leads and achievements, and use them to buy leads or cash out.

Lead Guaranteed lets reps buy leads from each other. Sellers show their success rate and ratings, buyers can view a seller’s profile and achievements, negotiate the price, and check out with coins.

Mobile access was critical for reps on the road, so the whole portal works on the phone too: a rep can create a lead in front of a homeowner, check the team feed between visits, and book the next meeting before leaving the house.