Cloudstore Inventory Search
Internal tool optimization for the Sales Team
Context
Cloudstore is an online marketplace for heavy machinery, enabling users to buy, sell, and trade equipment on a single platform. Currently, the purchasing process is facilitated primarily by the sales team, who act as intermediaries between dealers and customers.
MVP
To improve the inventory search experience to support a more efficient sales workflow, reduce reliance on third-party tools like MachineryTrader.com.
As Cloudstore scales, the company aims to reduce friction in the sales process by empowering users to discover inventory independently. A more intuitive and efficient search experience was a key step in enabling that shift.
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Key takeaways
The sales reps’ workflow is efficiency-driven and spec-heavy. By prioritizing search usability, intelligent filtering, and minimizing irrelevant data clutter, we can create a streamlined experience that helps users focus on what matters most — matching inventory to client needs quickly.
User frustrations
“I search for exact manufacture and model from machinery traders, then plug in serial number for availability.”
The search experience is “... unusable. I get overwhelmed by the results, and most of the time they’re not even relevant.“
MVP
To improve the inventory search/filter experience to support a more efficient sales workflow, reduce reliance on third-party tools like MachineryTrader.com.
As Cloudstore scales, the company aims to reduce friction in the sales process by empowering users to discover inventory independently. A more intuitive and efficient search experience was a key step in enabling that shift.
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User goal
“As a sales rep, I need to efficiently find specific equipment within the Cloudstore inventory that matches my client’s needs to avoid time-consuming manual browsing.
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Key takeaways
The sales reps’ workflow is efficiency-driven and spec-heavy. By prioritizing search usability, intelligent filtering, and minimizing irrelevant data clutter, we can create a streamlined experience that helps users focus on what matters most — matching inventory to client needs quickly.