One Magic Wand Sales Presentation Generator
Project
A time saving web application to build any sales deck needed by LinkedIn Talent Solutions. Sales Reps only have to enter their client’s company, and all fields are filled out based on data from Salesforce such as client type, current purchases, and progress in the sales pipeline.
Challenge
Nearly 20 individual presentations were combined into one master deck that can generate any presentation from a first overview of LinkedIn’s offerings to reports on a specific solution’s performance. The web app must provide choices that allow any of these presentations to be built with the level of customization that the reps expect.
Solution
Rather than have a user enter in a huge amount of information, the design only requires the user to put in a company name. After that, the application makes assumptions based on the role of the user (Account Executive vs. Relationship manager), the type of client (Staffing agency vs. corporate client), and other elements like Salesforce client status to prepopulate all of the fields. The user can override any choice, but is not required to.
Each section is a result of the choices made in the previous sections. As each section is completed, the form is removed, but the choices the user has made are still displayed giving the user context and the ability to go back and change their choices.
Stories (presentations) are made up of collections of slides called modules. Stories were assembled from the available modules by sales reps and are tagged with information about when each story is relevant to a client given their type, and sales status.
A story can be further customized by choosing individual modules to supplement the story. Each module can be previewed in the browser since many of the reps know the slides they frequently use by visually recognizing the slide rather than a module name.
Based on the modules in the selected stories, some information may be required to customize the slides properly. This can include specifying the range of time to display data for in results, peer companies to use in showing competitor rankings, and a sample LinkedIn member that is the representative person looking for a job in many slides. As with each step, defaults are chosen that can be overridden by the user.