Experience Requests

Field reps used to email the experience team to ask for a showroom tour or product demo, then wait. I built a request app instead: submit a visit, it moves through approvals that change with the size of the visit, the team schedules it, and the CRM updates on its own. Switch roles in the header to see who can approve what.

An email chain and a routing spreadsheet became a queue with an owner, a status and a paper trail, so nothing falls through.