Pre-sales SaaS Project - Concept & Idea

Discovery

Pre-sales SaaS dashboard is application that allows someone in a pre-sales function to track andmanage the various sales opportunities they are working on.

If you are not aware, a pre-sales consultant is typically someone who understands the technicalcapabilities of a software product or tool. They work side by side with the sales team and helpconduct discovery sessions with prospective customers, answer technical questions and buildand present demonstrations of the software solution.One of the key concerns of people in pre-sales is the ability to manage their time effectively, setexpectations with the sales team on their availability and ensure that they only dedicate theirtime to deals that have a high propensity to close.

The Challenges

SaaS wants its websites to be easily accessible to Pre-Sales Consultants and able to provide a summary of each onethe opportunities they work on in a list or card style format.

They want a design that is simple to use in a way that is easy to digest too.

Our solution

We researched, strategized, to design new visuals, which have been supported by a new website with a design system that is easy to use for all.

We aim to convey their personality through visuals which is why we created a design that looks clean, simple, but still looks professional.

That's why we propose solutions that can both generate platform goals and also create a shared culture in one place.

What did we do

🟡 Creating wireframes

🟡 UI Design

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