A former VP of Sales at Benefitfocus reached out to me when he started his new consulting company looking to add some software to help guide not only his sales meeting with clients but also his client's meetings with their teams.
One of my earliest jobs was designing sales presentations and software demos for use in sales presentations, so I had experience working with salespeople before and knew the importance of facilitating effective meetings.
That's where Deal Driver comes in.
For this project I was a Freelance Product Designer with the only product support being from the two founders of Sales Velocity Partners. I captured requirements, developed user flows, and of course designed the final product.
When most people think of sales software they think of a sales CRM - Deal Driver is not that. It's much smaller and hyperfocused on meeting productivity. The purpose of Deal Driver is to help sales associates identify hangups in deals so they can tackle them with help of their team so they can more quickly get deals up or out of their pipeline.
Deal Driver is a tool designed primarily to keep everyone in the sales funnel focused on the same goal. And it all starts with deals.
The core unit against which all significant action is taken in Deal Driver is, of course, a "deal". A "deal" or "sale" goes through several stages:
At several points through the life cycle of a deal there are going to be a hunter of "actions" that the user must complete. These are typically blockers holding a deal back and range from simple admin tasks to winning over contacts.
Deal meetings help identify potential action items as well as allow team members to provide feedback on how to close out languishing items.
While this is a small app, there are a few different types of users engaging with it: