Context
As Billie's product offerings expanded, creating numerous prototypes for sales pitches became time-consuming and cumbersome. Sales team members desired greater interaction, flexibility, and customisation capabilities. As a result, our existing Figma prototype approach no longer met their expectations.
The sales team feels constrained by the current pitch approach, which they perceive as unconvincing and inadequate in showcasing the full potential of Billie's BNPL experience.
Discovery
Recognising that there was challenges on both the sales and design fronts, we embarked on a thorough exploration. Stakeholder discussions revealed issues with navigating the long list of prototypes, and that our existing demostore was outdated in terms of functionality and brand. A design sprint provided an opportunity to align visions and prototype an initial solution.
Product goals
Naturally we wanted to ensure that any product we produced was adopted by its target users and utilised within sales pitches.
As a consequence of producing this product, we hoped to see a reduction in time spent by design on supporting sales pitches.
In order to meet our other goals we needed to meet the expectation of sales and ultimately satisfy them with our deliverables.
Solution
We developed a selection screen allowing users to configure integration methods, partners, and countries before exploring the product. Through this we were able to prioritise MVP markets and languages, while setting out a roadmap for future expansions.
Solution
Our brand and design system underwent multiple iterations throughout the years, and it was important to us that we ensured there was alignment between this and our demostore, aiding in eliminating visual discrepancies across product, marketing, and sales collateral.
Solution
Usability tests highlighted the need for intuitive flows and clear copywriting. Collaborating with sales and marketing teams, we refined phrasing and ensured consistency with other collateral.
Solution
We introduced a customisation tool enabling our sales team to align checkout aesthetics with merchants' branding. Additionally, a "book a demo" call to action was added to facilitate ongoing engagement and a consistent communication loop.
Next steps
This initiative not only addresses sales team concerns but also enhances the overall sales pitch experience, demonstrating Billie's commitment to providing innovative solutions tailored to merchant needs.
Upon launch we saw an 80% usage rate reported by the sales team during pitches and in their follow up communications.
Initial launch led to a significant drop in prototype requests. While we were unable to quantify it - all designers felt a noticable decline.