Spover

Enhancing opportunity visibility and coaching efficiency, resulting in a 9% increase in retention

Enhancing opportunity visibility and coaching efficiency, resulting in a 9% increase in retention

Enhancing opportunity visibility and coaching efficiency, resulting in a 9% increase in retention

BACKGROUND

Spover is a sales performance platform built to help sales development representatives (SDRs) increase their sales efficiency.

Spover is looking to enhance deal visibility and accountability through data visualization.

BUSINESS NEED

Leadership recognized the need to improve customer value and strengthen retention by enabling sales teams to deliver greater impact.

GOAL

Empower sales team managers to coach their team and sales development representatives (SDRs) to find opportunity to boost their sales performance.

CHALLENGE

How can we allow sales team managers and SDRs to perform with greater impact in their roles?

How can we allow sales team managers and SDRs to perform with greater impact in their roles?

How can we allow sales team managers and SDRs to perform with greater impact in their roles?

IDEATE

I brainstormed ideas together with the team and we reviewed our challenge and business insights to discover opportunities.

TOP-VOTED THEME

Allow sales development representatives and sales team managers to find sales opportunities.

OUTCOME

A new visualization experience for both sales development representatives and sales team managers is a large opportunity.

HYPOTHESIS

A new visualization experience to allow both SDRs and sales team managers to identify opportunities will increase customer retention.

A new visualization experience to allow both SDRs and sales team managers to identify opportunities will increase customer retention.

A new visualization experience to allow both SDRs and sales team managers to identify opportunities will increase customer retention.

SOLUTION

I modernized the user interface, went through various iterations, and came up with the following solutions:

  1. Opportunities Page - Sales Development Representative View

PROBLEM THIS SOLVED

Allow SDRs to find new opportunities by identifying accounts that need more attention or are in good standing.

WHY IT MATTERS

SDRs can focus their time and energy on accounts that have good deal scores and are at the latter stages of the sales pipeline.

  1. Opportunities Page - Sales Team Manager View

PROBLEM THIS SOLVED

Empowers sales team managers to be great coaches to SDRs within their respective teams.

WHY IT MATTERS

Sales team managers can maximize chances of bringing in more sales for their team by identifying which SDRs may need support.

  1. Column Management - Sort, Filter, and Show/Hide Columns

PROBLEM THIS SOLVED

SDRs and sales team managers have different ways of working and look at different data points.

WHY IT MATTERS

Focusing on customizability increases usability for our SDRs and sales team managers and helps them become more effective.

Sort, Filter, and Hide Column - By clicking column header of each column

Show Column / Hide Column - Drawer opens up when selecting '+' icon on right side of table.

IMPACT

APPROX.

9%

9%

9%

9%

customer retention increase

UP TO

3x

3x

3x

3x

faster task completion time

UP TO

87%

87%

87%

87%

page utilization