Sales Demo Environment

Custom-built Internal Enterprise Tool for Prospecting & Upselling

A robust, scalable, zero to one product called The Sales Demo Environment enabling solutions consultants in delivering timely, highly customizable demos for prospecting and existing customer upselling.

The Sales Demo Environment was also utilized by 7 Health Plan partners to deliver their own white label solutions to their customers.

 

KPI Growth

Increase the delivery of prospect demos for Solutions Consulting in order to generate $46 million in new ARR across Direct and Health Plan partners.

Project Duration: 2020 - 2025

User-centered design principles applied:

  1. User involvement

  2. Understanding users needs

  3. Usability

  4. Empathy

The Demo View

Pressing “GO” from the demo environment launched a clickable, shareable demo anytime, anywhere there’s an internet connection. The above shows the home page of the product from the demo environment..


The net benefit:

The Sales Demo environment allowed Solution Consultants (and Sales) to reach and exceed their annual sales targets year over year for 5+ years consecutively.