# Personas

## 1. Sarah Chen -- Sales Representative

**Role**: Account Executive at a 15-person B2B SaaS company

**Demographics**: 28 years old, 3 years in sales, comfortable with web applications

**Goals**
- Track every prospect from first contact through closed deal
- Update deal stages quickly between calls without losing context
- See her open tasks and follow-ups at the start of each day
- Log notes from calls and meetings immediately so nothing is forgotten

**Pain Points**
- Previous CRM was too complex; spent more time filling forms than selling
- Lost track of follow-ups when using spreadsheets
- Cannot quickly see which deals need attention this week
- Switching between tools to find contact details and deal history

**Key Workflows**
1. Morning routine: open dashboard, review tasks due today, check pipeline board
2. After a call: update opportunity stage, add a note, create a follow-up task
3. New lead: create contact, link to company, create opportunity in "Lead" stage
4. Weekly review: scan pipeline board for stalled deals, update expected close dates

**Success Metric**: Spends less than 5 minutes per day on CRM data entry

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## 2. Marcus Rodriguez -- Sales Manager

**Role**: VP of Sales managing a team of 8 reps

**Demographics**: 38 years old, 10 years in sales leadership, reviews dashboards daily

**Goals**
- See total pipeline value and stage distribution at a glance
- Identify deals that are stuck or at risk of slipping
- Understand team workload by viewing task assignments
- Keep pipeline stages consistent across the team

**Pain Points**
- Currently aggregates pipeline data manually from rep spreadsheets
- No visibility into whether reps are following up on time
- Cannot quickly answer "what's our pipeline value this quarter?"
- Reps use inconsistent stage definitions

**Key Workflows**
1. Daily check: open dashboard for pipeline summary and overdue tasks across team
2. Pipeline review: view board filtered by rep to review individual pipelines
3. Deal coaching: open a specific opportunity, read notes, understand deal history
4. Configuration: adjust pipeline stage names to match updated sales process

**Success Metric**: Gets pipeline health answer in under 30 seconds without asking reps

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## 3. Priya Sharma -- Support Agent

**Role**: Customer Success Associate handling post-sale accounts

**Demographics**: 25 years old, 1 year in the role, prefers simple tools

**Goals**
- Log customer interactions and issues as notes on the contact record
- Track her open tasks so nothing slips through the cracks
- Look up contact and company details before a customer call
- Mark tasks complete as she resolves customer requests

**Pain Points**
- Currently uses sticky notes and email flags to track follow-ups
- Cannot see the full history of interactions with a customer
- Has to ask sales for contact details because they live in a spreadsheet
- Forgets follow-ups when tasks are not centralized

**Key Workflows**
1. Before a call: search for contact by name or company, review recent notes
2. During or after a call: add a note summarizing the conversation
3. Create a follow-up task with a due date and link it to the contact
4. End of day: filter tasks by "my open tasks" and check off completed items

**Success Metric**: Zero missed follow-ups per week

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## 4. James Okafor -- System Administrator

**Role**: IT lead responsible for internal tools at a 20-person company

**Demographics**: 34 years old, manages several SaaS tools, values low maintenance

**Goals**
- Set up the CRM quickly and onboard users without extensive training
- Manage user accounts and role assignments
- Configure pipeline stages to match the company's sales process
- Keep the system running with minimal ongoing maintenance

**Pain Points**
- Previous tools required days of configuration before anyone could use them
- User management scattered across multiple admin panels
- No control over who can delete records versus just view them
- Vendor lock-in with expensive per-seat SaaS pricing

**Key Workflows**
1. Initial setup: deploy the application, create admin account, configure pipeline stages
2. User onboarding: create user accounts, assign roles (Admin, Manager, Rep)
3. Stage management: add, rename, reorder, or archive pipeline stages
4. Troubleshooting: verify a user's role and permissions when access issues arise

**Success Metric**: New user onboarded and productive in under 15 minutes
