Sales

Team

My role

2 designers, 1 PM

Transition from low to high fidelity on prototype; construction of visual identity of the product based on the actual design system.

Context

About Neoway

About Sales

Neoway Sales is a B2B Intelligence tool that combines customer and platform data to deliver business solutions and suggestions. The main goal of the product is to identify what size is a business potencial market.

Neoway is the largest company in Latin America for Big Data and Analytics and Artifial Intelligence for business.

Research

Benchmarking

Benchmark of B2B platforms focused on the sales and marketing market.

• Initial setup to support first use

• Use of big numbers to present data;

UI construction

Requirements:

• Keep using the following grid from plataform

• Possibility to create new components, but also keeping a visual pattern related to what have already been done.

Final version

Setup

First, you need to upload the company's customer portfolio and identify the items according to the platform.

After identification, it is necessary to segment customers, group them so that similar customers receive differentiated service.

Initial page

With the customer portfolio configured, using data intelligence, data is calculated to support the business, such as the percentage of possibility of converting the portfolio, potential ticket, average time to convert a customer, among others.

Goals

It is also possible to create goals according to the business objectives based on information from the customer portfolio. The goal is created based on a segment, and takes into account the number of companies that want to reach, the value and the period for the goal to be reached.

From these settings, rich leads are selected for the company to contact.

Highlights