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Effortless Presentation Building: Elevating Sales Efficiency with PitchPro

PitchPro is an automated presentation builder that dramatically reduces build time by generating branded presentations in minutes. It ensures marketing and sales teams are using approved, accurate and up-to-date information for every presentation, every time.

Client
GO2 Partners

Role
Product Design, Digital Design

Challenge

We were contacted by a client whose sales team was having difficulties with customer presentations. The reps used mismatched slides containing unapproved branding and outdated information, as there was no consistent approval system in place. This disorganized process slowed down sales and resulted in incorrect information being presented to customers. They requested a solution that would allow sales reps to build pitch decks from a selection of pre-approved content and tailor it to each unique customer.

Process

Challenge

The user interface had to account for variable input fields, questionnaire funnels, and a complete admin portal with analytics. The primary challenge was structuring the questionnaire decision tree, as each question included several levels. We resolved this by implementing accordion patterns and distinct color labeling to help the admin track their position in the setup process effectively.

Process

Solution

Initially named Assembly, the proprietary software enabled users to answer a series of questions and, based on their responses, generate a personalized presentation. Certain slides could be further tailored with variable information, such as the title and presenter name.

Additionally, the client requested a library feature that would allow users to save their created presentations accessible later through each user's existing SSO.

Result

The final solution allowed sales reps to create presentations in minutes rather than hours. Client stakeholders could now track metrics of presentations generated by their sales teams, including customer type and sales engagements. Upon project completion, GO2 Partners rebranded the service and launched a landing page to promote it.

Let’s Talk

C-BUSHWAY

Chris Bushway

2024

Let’s Talk

C-BUSHWAY

Chris Bushway

2024

Let’s Talk

Chris Bushway

2024