GOAL
Allow sales reps to easily perform live calculations and present personalized ROI for more compelling presentations.
skills
UI / UX design | Prototyping | Icon design
UI / UX design | Prototyping | Icon design
Tools
BaseCase | Sketch | Illustrator | Photoshop | Excel
BaseCase | Sketch | Illustrator | Photoshop | Excel
THE CHALLENGE
Sales reps traditionally use spreadsheets to demonstrate ROI during presentations, but they are messy and the calculations can be complex and confusing. We needed a way to present those personalized results in an easy-to-understand and uncluttered way while retaining the functionality of on-the-fly computations.INPUTS
ANALYSIS
AN ADDED BONUS
We set up the app to collect data that helps personalize the report for the prospective client while also collecting lead data for follow-up by the presenter.
