Luna 9
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PitchBook Sales Document – Case Study

PitchBook’s sales force are always looking for innovations to help showcase the company’s cutting-edge software. However, they relied on static documents featuring screenshots and arrows to give potential customers an insight into what the tool is capable of. We were tasked with creating an interactive sales tool that allowed the user to take a guided tour through the software without the need for a sales person talking them through it in real time. It needed to reflect the innovative nature of PitchBook and have potential customers eager to find out more.

 

Interactive Sales Document

Challenge: PitchBook’s sales force are always looking for innovations to help showcase the company’s cutting-edge software. We were tasked with creating an interactive sales tool that allowed the user to take a guided tour through the software without the need for a sales person talking them through it in real time. It needed to reflect the innovative nature of PitchBook and have potential customers eager to find out more.

Solution: We decided early on that including animated walkthroughs of the software’s various functions would give the best insight into how the user could benefit from a subscription. By combining illustrative elements and areas for the user to interact and play with the document we aimed to increase engagement and bring in more leads.

The UK Energy Landscape wind power isometric illustrations
 
The UK Energy Landscape power station city isometric illustration
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A key consideration when designing the document was the user journey. We wanted potential customers to be able to click straight through to the Pitchbook website where they could request a free trial, or email a salesperson directly from the document’s ‘Contact’ page. By reducing the number of steps the user would have to take to request a trial we looked to capitalise on the enthusiasm gained from having just been immersed in a tour of the software.

 
 

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BS1 6QA

Contact
Email: info@luna9design.com

 

© Luna 9 Design Ltd – 2018