While working on the website update, especially during the lead capturing journey planning, it became evident that a large part of price offers could be generated automatically. In addition to inefficient time use, the manual Excel-based price offers didn’t communicate the value of 1oT’s services. Or the flexibility of our billing system.

Therefore, I decided to convince the sales team and product team to build a price offers generator system.

  • My role: Project management, UI/UX

  • Timeframe: Oct 2020 - Jan 2021

  • Partners: 1oTeam (development, knowledge), Codelight (web development)

Goals

  • Demonstrate the capabilities of 1oT to raise confidence in our service.

  • Free sales team time to focus on high-value leads.

Process

During the kick-off meeting with the sales team, head of product and CEO, everybody understood this project’s potential.

The biggest question marks were

  • the technical integrations between the marketing site and 1oT’s SIM management platform,

  • how to make sure that we don’t screw high-value customers with automated processes,

  • managing the lifecycle of price offers.

To make sure that everybody’s concerns are covered and the customers (1oT’s leads) experience is excellent, I started from user journeys.

I planned and facilitated workshops to map the end to end journey. This helped us to understand the process, spot gaps and jot down ideas quickly as a team.

After confirmation from the product team, Codelight and sales team, I could move on to wireframes and then to design the visual interface.

Solution

Now, when someone fills out their deployment details on our website:

  1. The app auto-generates a price offer based on deployment size, region, and needs.
  2. It creates a lead in Pipedrive and notifies a salesperson.
  3. The salesperson can tweak the offer if needed (volume discounts, special terms).
  4. Once approved, the prospect receives a branded landing page with the offer and key info.

No more email chains. No more PDFs. Just clear, structured communication.

Results and impact

1oT’s sales team that used to be a 3-person team was a 1-person team now (parental leaves), but the team’s weekly capacity increased twice with the current number of inbound leads.

Offer acceptance rate went up from 9% to 19%.

Instead of sending emails with excel files and two PDFs introducing 1oT’s billing and 1oT Terminal’s value, it’s now communicated with a simple landing page.