售前SaaS项目 - 概念和想法(Pre-sales SaaS Project - Concept & Idea)
-中文-
发现
售前SaaS仪表板是允许售前职能部门的人跟踪和管理他们正在进行的各种销售机会的应用程序。
如果你不知道，售前顾问通常是理解软件产品或工具的技术能力的人。他们与销售团队并肩工作，帮助潜在客户进行探索会议，回答技术问题，建立和展示软件解决方案。售前人员的主要关注点之一是能否有效地管理他们的时间，与销售团队就他们的可用性设定期望，并确保他们只将时间用于具有高成交倾向的交易。
挑战
SaaS希望其网站能够让售前顾问轻松访问，并能够以列表或卡片的形式提供他们所从事的每个机会的摘要。
我们的解决方案
我们进行了研究，制定了战略，以设计新的视觉效果，这得到了一个新网站的支持，该网站的设计系统对所有人来说都很容易使用。
我们旨在通过视觉效果传达他们的个性，这就是为什么我们创造了一个看起来干净、简单，但看起来仍然专业的设计。
这就是为什么我们提出的解决方案既能产生平台目标，也能在一个地方创造共享文化。
我们做了什么
?创建线框
?UI设计
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-英文-
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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