Background
While working on the website update, especially during the lead capturing journey planning, it became evident that a large part of price offers could be generated automatically. In addition to inefficient time use, the manual Excel-based price offers didn't communicate the value of 1oT's services. Or the flexibility of our billing system.
Therefore, I decided to convince the sales team and product team to build a price offers generator system.
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My role: Project management, UI/UX,
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Timeframe: Oct 2020 - Jan 2021
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Partners: 1oTeam (development, knowledge), Codelight (web development)
Goals
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Demonstrate the capabilities of 1oT to raise confidence in our service.
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Free sales team time to focus on high-value leads.
Process
During the kick-off meeting with the sales team, head of product and CEO, everybody understood this project's potential.
The biggest question marks were
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the technical integrations between the marketing site and 1oT's SIM management platform,
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how to make sure that we don't screw high-value customers with automated processes,
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managing the lifecycle of price offers.
To make sure that everybody's concerns are covered and the customers (1oT's leads) experience is excellent, I started from user journeys.
I planned and facilitated workshops to map the end to end journey. This helped us to understand the process, spot gaps and jot down ideas quickly as a team.
After confirmation from the product team, Codelight and sales team, I could move on to wireframes and then to design the visual interface.
Solution
The user submits their connectivity deployment plans on the marketing website, and the application will generate the price offer.
The application then creates the lead in Pipedrive, which notifies the designated salesperson to go over the price offer. If needed, salesperson can edit the price offer with volume discounts or other relevant parameters.
Once the salesperson confirms the price offer, a message with a link is sent to the person who requested the price offer from the website.
Results
1oT's sales team that used to be a 3-person team is a 1-person team now (parental leaves), but the team's weekly capacity has increased twice with the current number of inbound leads.
Price offer acceptance rate without additional discussions has increased from 9% to 19%.
Instead of sending emails with excel files and two PDFs introducing 1oT's billing and 1oT Terminal's value, it's now communicated with a simple landing page.