Sales Enablement Tool

Case StudY 🔒

Principal Product Desinger

Q3 2018 - Q1 2019

Q3 2018 - Q1 2019

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Project Overview

A sales enablement tool that helps Real Estate Brokers win more deals through 'needs-based-selling,' allowing brokers dynamically structure conversations based on a client's specific needs.

Our vision was to build a product that helps brokers decode their clients wants and needs, while quickly defining the business case that empower clients to make decisions.

As the Principal Product Designer, I lead strategy, research, and design for this client-centric experience. I also managed 2 designers during this engagement

PRINCIPAL PRODUCT DESIGNER + DESIGNERS (2)
DEVELOPMENT LEAD + DEVELOPERS (4) + QA LEAD
PRODUCT OWNER + SCRUM MASTER

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The Problem

We needed to expand our product offerings to support brokers when they first engagement with their clients. We wanted a way to help brokers pitch better, smarter, faster — and ultimately win more deals.

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Business & Design Goals

  • Drive product engagement
  • Align with an omni-channel workflow
  • Support the broker / client point-of-sale experience
  • End result focused on client deliverables
  • Accelerate internal adoption
  • Incorporate existing data / limit manual data entry
  • Leverage persuasive design to minimize training
  • Illustrate implications as decisions are being made