Pre-Sales Advisory Tool

Customer engagement made robust through the Pre-Sales tool's enhanced user-centric design

Client

IBM

Industry

Sales and Marketing

Year

2017

At a glance

 

An intuitively robust and structured UX design, that presents the exhaustive data in a concise and comprehensible fashion and engages the client through the journey of cherry-picking a befitting solution.

Here’s a thought.

Have you noticed how challenging it is to have your client be truly intimate with the value to be derived out of your service/product while marking a valued first impression?

Or have you ever been tangled in the web of gauging the maturity of a client before they open their doors to you?

Or how about wooing your potential clients by showcasing tangible results even before the deal is signed-on?

These were the challenges that troubled the pre-sales consultants at IBM.

Thence, we stepped in.

Our solution MAP [Maturity Assessment Program] was adopted as a crux to understand and measure the potency of the relationship with the client in any technological domain and furnish commendations.

Imagine the possibilities… an intangible value materialized into an agile and nimble digital experience, made available swiftly and pure, right at your fingertips!

How we made it happen

Our extensive user research concluded that a swift, nimble and pristine design would encourage the client to explore and be comfortable in an alien space.

It would also immensely assist the consultants to provide a focused and ideal solution tailored to the client’s requisite.

An intuitively robust and structured design, that presents the exhaustive data in a concise and comprehensible fashion and engages the client through the journey of cherry-picking a befitting solution.

Three step flow

Answer Questions based on a rating slider based on chosen > View Result (client vs. industry) > View Recommendations

  • Minimal UI – Only the necessities
  • Data collated as nuggets of information to cement coherency
  • Flexibility to export and share for further enhancements
  • Assess comprehensive case studies
  • Aligning with IBM’s Design language and brand guidelines

The Results

  • Pre-sales teams across IBM were excited and prompt to adopt the tool.
  • Empowering IBM to secure enriched client discussions and accelerate sales proceeds.

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