FPT UNIVERSITY

SALES BOOK

Advanced Business Communication (SSB201)

Group: 5
Class: IB1711

Student ID Task

Châu Vĩnh Thuận SS160111 Idea + Introduction

Trần Nhật Anh SS170668 Define

Mai Trần Khả Doanh SS170690 Empathize

Võ Quốc Hưng SS170812 Prototype

Huỳnh Minh Huy SS170820 Test

Trần Ngọc Phương Nhi SS170855 Conclusion + Slide

Vũ Ngọc Kim Ngân SS170867 Ideate

Link Slide:
https://www.canva.com/design/DAFi4QXtzAY/JDACKB3C10kHr_-l8g0Jzg/edit?utm_content=DAFi
4QXtzAY&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton
 Introduction
As the traditional way of managing a small business's store by keeping books often
causes many inconveniences such as losses due to errors in calculations, loss of books or it
might take a lot of time and effort to manage and check inventory, revenue as well as debt.
Today, our team will come up with a creative solution to support small businesses that can
easily use and achieve the best efficiency in managing their stores. The solution called “Sales
Book” is an application on a phone/computer and is built on the design thinking method.
This “sales book” app will offer various features including customer management, product
management, order management, payment integration, reporting and analytics, inventory
management, as well as error feedback. These features aim to help businesses efficiently
manage their sales processes, track inventory, analyze sales performance, and provide better
customer service.
Upgraded features in paid versions of “Sales Book” may include expanded
functionalities like employee management, integration with other systems, and higher
customization options. This version also offers better customer support, enhanced security
and data protection measures, and more importantly, ad-free experience.
Overall, the “sales book” app provides businesses with valuable tools to streamline their sales
operations, improve efficiency, and enhance customer satisfaction.

Design Thinking Process

I. EMPATHIZE
1. Why SalesBook is necessary
Users of the SalesBook program may experience the following advantages and
modifications:
- Due to the seller's lack of knowledge regarding their identity and reputation,
transactions can be risky and challenging to manage.
- Traditional outlets for buying and selling frequently include neighborhood shops,
newspaper advertisements, the media, and even social media.
- Customers can typically only view and touch a product before making a purchase
when shopping traditionally. This may restrict your ability to research products
thoroughly, read reviews, or compare them before making a purchase.
- Data gathering, analysis, performance evaluation, and business metrics assessment
can be time-consuming, labor-intensive, and prone to calculation errors in traditional
store management. revenues and expenses that result in losses for the company

2. Audience
Sellers/Entrepreneurs:The app can help store owners manage their stores such as
revenue, profit, spending, debt, customers, .. more effectively than the traditional way. These
individuals could be small business owners, independent sellers, artisans, or entrepreneurs
looking for an online platform to showcase and sell their offerings.
 Individual consumers: In addition to being an app for merchants to manage their
stores, the app can be used by individuals who want to purchase products or services. These
people can include people of different age groups, occupations and income levels who are
interested in buying a wide range of items, such as electronics, clothing, home appliances or
even a rental service.

3. Assess needs and/or wants of your audience (data & testimonials):

Researching customer behavior is an individual's behavior related to decision making
and can change, so it will be influenced by many different factors from internal or external
factors such as: advertisements, recommendations from people who have experienced the
product/service, price information, new trends, etc. Assessing the needs and wants of your
audience involves gathering both quantitative and qualitative data to gain a comprehensive
understanding of their preferences, motivations, and pain points.
- Quantitative Data: Quantitative data provides measurable and statistical information
about user behavior. It focuses on numerical data that can be analyzed to identify
patterns, trends, and statistical relationships. Some methods to gather quantitative data
include:
● Analytics: Use web analytics or app analytics tools to collect data about user
interactions within the SalesBook app. This data may include metrics such as
number of users, time spent on the platform, most visited pages, conversion
rates, and other relevant metrics.
● Survey: Conduct an online survey with structured questions to collect
quantitative data on user preferences, satisfaction, purchasing habits or
demographics. Analyze survey responses to uncover trends and insights.
- Qualitative Data: Qualitative data provides in-depth insights into user experiences,
perceptions, motivations, and desires. It focuses on gathering descriptive and
subjective information through open-ended questions, interviews, or observations.
Some methods to gather qualitative data include:
● Focus Group: a group interview method by bringing together researchers and
discussing a specific topic, usually with 6 to 10 people. The group is run
smoothly and takes place under the supervision of a moderator to provide
ideas and solutions to a problem.
● User Interviews: Conduct one-on-one interviews with users to understand their
experiences, pain points, and aspirations related to using SoBanHang. Ask
open-ended questions to encourage detailed responses and gain deeper insights
into their needs and wants.This helps you get instant survey responses with
highly valuable information.

4. Observe behaviors:
Observing user behaviors is an essential aspect of empathizing with your audience
and understanding how they interact with the SalesBook app. By observing their actions,
preferences, and challenges, you can gain valuable insights that inform the design and
optimization of the platform. Here are some key points to consider when observing user
behaviors:
 ● Analyze how customers find information.
During your research, how customers are searching for your products and services
and those of your competitors. What tools do they use to find information about
products? They actively search, get good recommendations, or buy randomly. At the
same time you also need to study how they shift the trend of information search.
● Interaction with Features:
Observe how users engage with specific features of the app. For example, analyze
how they interact with search filters, product descriptions, images, reviews, or seller
profiles. This allows you to identify which features are most valuable to users and
whether any adjustments or enhancements are needed.
● Pain Points and Frustrations:
Note any instances where users encounter difficulties or express frustrations while
using the app. This can include actions that take longer than expected, unclear
instructions, error messages, or issues with the checkout process. Identifying pain
points helps prioritize improvements and create a smoother user experience.
● Delightful Moments:
Take note of moments when users express satisfaction or delight while using the app.
This can include positive feedback, high engagement levels, or successful
transactions. Understanding what aspects of the app generate positive experiences
helps reinforce those elements and create a more enjoyable user journey.

5. Consult experts, industry professionals, or field researchers (mentoring sessions)

Consulting experts, industry professionals, or field researchers through mentoring
sessions can provide valuable insights and guidance during the empathize phase of design
thinking.
● Access to Expert Knowledge:
By engaging in mentoring sessions, you can tap into their knowledge and benefit from
their insights. They can provide valuable information about market trends, user
behavior, best practices, and potential challenges specific to the e-commerce or
marketplace industry.
● Real-World Feedback and Case Studies:
Mentoring sessions can include discussions around real-world case studies and
examples from similar marketplace platforms. This provides practical insights into
what has worked or failed in the past, enabling you to learn from existing successes
and challenges in the industry.

II. DEFINE
1. Insight from empathizing
When Covid-19 broke out in many places, the supply chain of goods faced many
difficulties and surprises. Shops, supermarkets, traditional markets are closed, people cannot
buy goods, sellers struggle with the difficulty of survival. When the direct source of
customers is no longer available, curtain merchants have suffered a heavy drop in sales,
forcing them to switch to online sales.
 Due to the seller's lack of knowledge regarding their identity and reputation,
transactions can be risky and challenging to manage.
Traditional outlets for buying and selling frequently include neighborhood shops,
newspaper advertisements, the media, and even social media.
Customers can typically only view and touch a product before making a purchase
when shopping traditionally. This may restrict your ability to research products thoroughly,
read reviews, or compare them before making a purchase.
Data gathering, analysis, performance evaluation, and business metrics assessment
can be time-consuming, labor-intensive, and prone to calculation errors in traditional store
management. revenues and expenses that result in losses for the company

2. Describe the problem

- A large number of goods may cause errors in the process of recording accounting
books
- The sales process is too many procedures, cumbersome and redundant
- The use of online applications is still not really popular for some customer segments
- Few people have expertise in maintaining and developing sales.
- Some shops have few customers due to not being in a good location.

3. Action steps
To solve this problems, an app should be created:
- Create an App called “SalesBook” with no need to invest in additional equipment.
- This app is simple, effective, free operation (Install by expertises)
- Marketing to promote new features
- Integrate card payment, transfer, collect COD, QR .. money to the account
immediately.

III. IDEATE
The founder wanted to create an online sales management application with the purpose

1. Manage sales with 1 account on the phone

Order management: Manage quantity, order status, automatically update daily sales in
the revenue report, quickly create orders with 1 account on the phone, can manage many
branches in 1 app account "Sales book".
Inventory management, knowing the quantity of goods, alerting when the goods are
low.
Clear and intuitive daily/weekly/monthly earnings and loss reports based on charts
Easily print invoices on your phone and send them to customers via SMS, Zalo…

2. Convenient, smart, and have a well-expenditure management

Daily revenue and expenditure tracking and aggregated reports by day/week/month to
help optimize business efficiency with just a phone.
Save time adding and subtracting weights up to 3 hours a day.
 3. Have more diversity product and easily connected to many communities
Besides making it more convenient for selling products on this app, “SalesBook” also
gives the seller more opportunities to reach out to many customers not only in the domestic
area but also attract more customers in many countries.

4. Simply uploaded the source of product and advertise it without getting paid for
advertising
Initially, some apps or websites were recently created to let people get paid for
advertisements when they want to get more attraction from their products. This app can help
people use the advertisements unlimitedly and are currently approaching more customers.
For some instalment orders, in case of having to process many such orders, the application
will support reminding users so that the seller does not have to worry about losing the product
and money. Our company is doing business on this application. In case customers need to
order large quantities (for example, masks), this application will help us register goods in
quantity. With only one account on this application, it will be more convenient than in
previous years by trading, buying and selling directly, and registering invoices directly.

5. Smart debit book

The SalesBook helps to minimize this risk with the debt book feature, clearly showing
the payables and receivables to which customers. Fast debit application, head-to-head
tracking, scheduled debt reminders, thereby avoiding errors and losses. The confirmation,
debt reminder is done free of charge via Zalo, SMS, iMessage; Receiving money into an
e-wallet or bank account...

6. Information security system

Hackers' current condition is becoming increasingly perilous and unpredictable. It is
critical to keep information secure since that information may be significant to you, your
company, or your business. Data and information security will help you and your company
avoid avoidable risks.

IV. PROTOTYPE
Top idea:
- Manage sales with 1 account on the phone
- Smart debit book
- Information security system
Prototype preparation:
- Programmer specializing in app design
- Define the functionality of the app
- App interface sketch
- Some information about the seller's need
- Security software
We will create a test app, the test subjects will be a few specific customer groups with
features that will include:
App’s features

1. General features
- Customer management: Recording customers information, including names,
addresses, phone numbers, emails, purchase history, and notes
- Product management: Recording information about the products and services being
sold, including names, descriptions, prices, image, and stock quantities
- Order management: Creating, viewing, and managing orders. Tracking order status,
sending shipping notifications, and maintaining order history
- Payment integration: Allowing customers to make direct payments through the app
using online payment methods and providing payment information for online process
- Reporting and analytics: Generating reports on sales volume, profits, sales trends, and
other business metrics. Providing easily understandable information to access
business performance
- Inventory management: Tracking inventory quantities, automatically updating as
orders are processed or new stock is received. Helping efficient manage inventory and
avoid shortages or excess stock
- Note-taking and recording: Providing the ability to take notes and record important
activities, storing crucial information about customers, products, orders

2. Upgrade features
- Expanded features: It includes features such as CRM integration, employee
management, integration with other systems, and higher customization.
- Customer support: Paid packages often come with higher quality customer support.
You can receive 24/7 support, phone, email, or online support and faster response
times than free version
- Security and data protection: Paid sales ledger apps usually provide higher levels of
security and data protection. This includes securing customer and transaction data,
regular data backups and recovery features, and security measures against security
threats.
- Ad free version: Some free sales ledger apps display ads within the app. However,
when you pay for the paid version, you will usually be able to remove ads, providing
a smoother user experience
- Clear and intuitive daily/weekly/monthly earnings and loss reports based on charts
- Feedback and error report
- Goal
● Focus on solving difficulties for small business customers
● The interface needs to be simple and user-friendly
● Save time

V. TEST
1. Resources and personnel needed to finish developing or test our prototype
 We need a team of people to implement design thinking, including designers,
researchers,programmer specializing in app design and the test subject.We will let customers
test to find out product defects, or practical problems
practical problems that customers encounter during use, then collect feedback and modify
and improve our project.

2. Measures of success
Our project will be successful if the following are met:
- No cumbersome installation required
The installation of sales management software is quite easy when only the software
company provides businesses with 1 login account. Businesses only need to open a
browser, access the website and login to use it.
- Easy to use on phone
Currently, most management software is optimized for mobile interfaces. So the
convenience when using it on the phone is also extremely effective. The difference
between phone and computer interfaces has also created specific business models,
such as using phones to order in cafes or restaurants, etc.
- Effective management
Management software includes a lot of features to manage employees, evaluate
performance, and help avoid loss for businesses.
- Good handling of large volumes of data
If your business scale is large enough, the need for the support of sales management
software is extremely necessary. Because normal management will consume a lot of
time and effort, the effectiveness is not really guaranteed.
- Improve business control
Sales management software helps businesses speed up processing and serving
customers, thereby improving quality and management ability in business and sales.
a) Anticipated barriers :
- After testing the product, some customers feel the interface of the sales book is quite
confusing, difficult to get used to.
- Many businesses are concerned that when using software, all business data is stored
on the server of the company providing the software. In the worst situations such as a
software company being hacked, the possibility of data loss is completely possible.
- For the segments of customers who operate in a traditional way, do not like to have
much contact with technology, they think that they will take a long time to get used to
the new software, and even do not want to use our products.
b) Timeline :
Our testing can take 1 to 2 months. However, we will always change the prototype
and repeat the testing process until the project is what we want.
CONCLUSION
In basic terms, the app “sales book”, when launched into use, would bring its users
various benefits as well as saving the owners, managers a lot of effort and time doing tedious
tasks compared to the traditional ways. The benefits consist of easy management of the
business’s customers and employees, records of past transactions and orders, keeping track of
revenue statistics, and so on with the barest difficulties to the person who gives data entries.
After the app has undergone the strict process of being tested and the necessary trial
for launching, we believe that our efforts to bring our intellectual achievement to life can
bring people joy of managing their businesses easier and help the business bloom into
something greater through their hard work; knowing that we all accompanied them from the
very start, saving down their journey of how they got to where they are now.
This is also the reason why we chose to develop this “sales book” app. Large
companies and global enterprises have their own utilised systems but small and medium
businesses, individual merchants and retailers who start their own business do not have that
ability. So we seek to assist them, giving them the system features they need without paying
the ridiculous amount that corporations do.