Mobile action targets
44–48px
Minimum target sizing across responsive sales controls.
Internal product/operations case studyCRM and internal application engineering
Mobile sales operations: shortening the path from lead to follow-up
Salespeople needed a mobile-first workspace that reduced friction between prioritized leads, research, calling, email, audit triggering, disposition and follow-up while preserving compliance controls.
Lancaster Solutions sales operations
Evidence snapshot
The numbers this case can support.
Primary mobile queues
2
Prospect Queue and Opportunity Pipeline.
Google lead research
1 tap
Business identity fields open a targeted Google search in a new tab.
Critical services active
5/5
Portal, sales, audit worker, deploy trigger and nginx after cutover.
Scope
What the work covered
- Priority lead and opportunity queues
- Click-to-call and email actions
- Google lead lookup using company/location/phone context
- Lead enrichment and website/audit workflows
- Follow-up scheduling, fit score, assignment and activity history
- DNC, opt-out and no-solicitation workflow direction
- Mobile authentication and responsive interface acceptance
Case detail
The interface is organized around the next action
A salesperson should not need to copy a company name into a separate browser, re-find the CRM record and then remember what happened. The queue keeps call, email, enrichment, Google research and lead detail actions adjacent to the prioritized record.
Case detail
The broader goal is operational throughput with compliance
The same workspace is being extended around scheduled follow-up, audit initiation, opt-outs, DNC and no-solicitation states so increased call throughput does not bypass rules that determine whether a lead should be contacted.
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