Company
Vertafore
Business Model
B2B SaaS
Industry
InsurTech
Tracking leads is an unorganized and disjointed process. There is a need to streamline the process, make it intuitive, efficient, and eliminate the need for third-party CRM solutions.
Conducted surveys and interviews with existing customers, designing in collaboration with them
Learned and understood the pros and cons of Salesforce's sales funnel
Introduced a kanban-style interface to track leads in a linear format, collecting additional information each step of the way.
Offered 2 kinds of views; kanban columns and a list view.
Offered the ability to send in-app emails and texts for streamlined efficient communication.
Improved efficienty
Enahnced organization and visibility
Streamlined communication
Reduced reliance on external CRM
Efficient data capture
The design is based on a typical sales pipeline, where an opportunity gets taken from column to column to track the progress. Along the way, additional details are added as the opportunity gets warmer. In this version, there were additional filtering fields that were deemed unnecessary or they were refactored to be consolidated.
This view displays the same leads as the pipeline view, but offers a linear list view of the leads. This view doesn't offer the ability to move leads through the different status' as the pipeline view offers.
The final pipeline could be searched, sorted, and filtered to find a particular card quickly. Each card could be dragged down the pipeline up to the 'Closed Opportunities' where the user would select whether the opportunity was 'Won' or 'Lost'. The 'Total Won Premium' in the 'Won' box would adjust accordingly, so the user can see a running total of the total premiums they've won.