Launched Invoice Processing — 73% User Adoption
Launched Invoice Processing — 73% User Adoption
Launched Invoice Processing — 73% User Adoption
PRODUCT
SaaS Marketplace
PLATFORM
Web App
MY ROLE
Product Designer
Introduction
The Software Marketplace, also known as the SaaS Marketplace, is a white-labeled product provided by Nuclei. It enables banks to offer a platform where their customers can purchase and manage SaaS tools at more affordable prices. Currently, we are helping over 700 businesses reduce their SaaS spending by up to 30% annually.
Introduction
The Software Marketplace, also known as the SaaS Marketplace, is a white-labeled product provided by Nuclei. It enables banks to offer a platform where their customers can purchase and manage SaaS tools at more affordable prices. Currently, we are helping over 700 businesses reduce their SaaS spending by up to 30% annually.
My Role
As a Product Designer, my role was to understand the problems faced by the sales team, merchant partners, and product managers, and deliver the most suitable solution. I collaborated with a product manager, salespersons, a fellow designer, and front-end engineers.
My Role
As a Product Designer, my role was to understand the problems faced by the sales team, merchant partners, and product managers, and deliver the most suitable solution. I collaborated with a product manager, salespersons, a fellow designer, and front-end engineers.
Understanding the problem space
The current sales process for handling customer inquiries and quotes at for bank partners involves significant manual effort and is heavily dependent on email communication.
1. Manual email uploads create a fragmented and error-prone workflow.
2. Organising numerous emails is cumbersome and inefficient.
3. Repetitive tasks reduce time for strategic sales activities.
4. No integrated platform hampers visibility and coordination.
5. Manual tracking leads to missed follow-ups and delays.
6. Decentralised email workflow hinders team collaboration and efficiency.
Understanding the problem space
The current sales process for handling customer inquiries and quotes at for bank partners involves significant manual effort and is heavily dependent on email communication.
1. Manual email uploads create a fragmented and error-prone workflow.
2. Organising numerous emails is cumbersome and inefficient.
3. Repetitive tasks reduce time for strategic sales activities.
4. No integrated platform hampers visibility and coordination.
5. Manual tracking leads to missed follow-ups and delays.
6. Decentralised email workflow hinders team collaboration and efficiency.
What are we planning to achieve?
What are we planning to achieve?
Impact
Introducing the invoice upload feature has resolved several key challenges in our sales process for handling customer inquiries and quotes at merchant partners. This led to successful customer adoption and positively influenced various metrics, benefiting the sales team, merchant partners, and customers. As a result, we experienced enhanced efficiency, improved coordination, and increased customer satisfaction.
Impact
Introducing the invoice upload feature has resolved several key challenges in our sales process for handling customer inquiries and quotes at merchant partners. This led to successful customer adoption and positively influenced various metrics, benefiting the sales team, merchant partners, and customers. As a result, we experienced enhanced efficiency, improved coordination, and increased customer satisfaction.
Solution
1. New User
a. Organic Users
There is so much interest among companies looking for opportunities to reduce their overall cost which spend on SaaS/software tools and services. Our SaaS Marketplace enables executives to search for tools and obtain pricing quotes without registering. This gives us the opportunity to meet their needs and convert them into customers. Users can inquire by uploading invoices for single or multiple products. The steps, listed on the left side of the modal, guide users through the process. In just three steps, users can easily upload and submit their details.
Solution
1. New User
a. Organic Users
There is so much interest among companies looking for opportunities to reduce their overall cost which spend on SaaS/software tools and services. Our SaaS Marketplace enables executives to search for tools and obtain pricing quotes without registering. This gives us the opportunity to meet their needs and convert them into customers. Users can inquire by uploading invoices for single or multiple products. The steps, listed on the left side of the modal, guide users through the process. In just three steps, users can easily upload and submit their details.
b. Sales Driven
Our sales team often interacts with company executives at various venues such as events, meet-ups, exhibitions, airports, or even during a random walk in the park. Showcasing our offerings quickly in these situations can be challenging. One of the first questions users ask is about the discounts our platform can provide. To address this, we have a direct link that allows the sales team to capture details instantly. This enables us to follow up with customised pricing, increasing the likelihood of converting the user into a customer.
b. Sales Driven
Our sales team often interacts with company executives at various venues such as events, meet-ups, exhibitions, airports, or even during a random walk in the park. Showcasing our offerings quickly in these situations can be challenging. One of the first questions users ask is about the discounts our platform can provide. To address this, we have a direct link that allows the sales team to capture details instantly. This enables us to follow up with customised pricing, increasing the likelihood of converting the user into a customer.
2. Existing User
a. New Invoice upload
Existing customers registered on the SaaS Marketplace can easily find a CTA for uploading invoices under Manage Subscriptions. This feature allows customers to upload invoices and receive customised pricing without needing to interact with the sales or customer success teams, thereby speeding up the process.
2. Existing User
a. New Invoice upload
Existing customers registered on the SaaS Marketplace can easily find a CTA for uploading invoices under Manage Subscriptions. This feature allows customers to upload invoices and receive customised pricing without needing to interact with the sales or customer success teams, thereby speeding up the process.
b. Track Quote
For every invoice uploaded, the platform allows customers to check the status. Providing details such as the expected turnaround time and assurance of receiving a new quote eliminates unnecessary interactions, saving time for both the sales team and customers.
b. Track Quote
For every invoice uploaded, the platform allows customers to check the status. Providing details such as the expected turnaround time and assurance of receiving a new quote eliminates unnecessary interactions, saving time for both the sales team and customers.
c. Invoice mismatch/invalid
When there is a mismatch or invalid invoice uploaded, the customer is informed in two ways:
Via email, with a deep link to their SaaS Manage page.
In the My Subscriptions section.
This ensures customers are aware of the issue and understand that we cannot provide a customised quote.
c. Invoice mismatch/invalid
When there is a mismatch or invalid invoice uploaded, the customer is informed in two ways:
Via email, with a deep link to their SaaS Manage page.
In the My Subscriptions section.
This ensures customers are aware of the issue and understand that we cannot provide a customised quote.
What happens after uploading invoices?
After uploading invoices, the process continues seamlessly. We've integrated this feature with our existing CRM tool, allowing us and our merchant partners to manage and share quotes quickly.
What happens after uploading invoices?
After uploading invoices, the process continues seamlessly. We've integrated this feature with our existing CRM tool, allowing us and our merchant partners to manage and share quotes quickly.
