Introduction

The Sales Acceleration Tool (SAT) is all about making negotiations easier for sales person with schools and quickly create proposals that fit each school’s needs. With its user-friendly design, SAT streamlines the whole proposal creation process, offering customizable coupons, special offers, and a simple way to get price deviations approved. It’s our go-to tool for closing the sales quickly with confidence!

My Role

As the Senior UX Designer, I talked to our sales persons/ area managers to understand their problems & needs, collaborated with cross-functional teams, made wireframes and guided the design team for design deliverables.

Business Goals

Cut proposal creation time by 60%.
Increase conversion rates with tailored offers.
Achieve 100% adoption among the sales team.
Make it easy for sales reps to quickly customize proposals.
Automate flows wherever possible to have less manual interventions & less errors.
Make user experience better with easy-to-use designs that work well for people on the go

Researching Needs

I started to understand the diverse needs of our users—sales representatives, area managers, and customer support managers—who connect with schools.