Real-time Collaboration · 3 min read
Improving Buyer engagement in Digital Sales Rooms to increase repeat visits by 35.8%
Bigtincan’s Content Hub is a CMS that ensures sales people have the right content at the right moment.
Before & After
Problem
- Customers need to respond to Buyer queries promptly to progressing sales.
- When Buyers entered a Digital Sales Room there was no way to connect with anyone.
- Buyers can email the Seller, but email immediately takes them out of context
The Redesign
Solution
I redesigned sales rooms with real-time collaboration tools and removed the sidebar to resolve some outstanding UX issues in the Buyer view.
Before
Landing page & file viewer
A redundant sidebar adds clutter and creates confusion in the file viewer.
After
Landing page & file viewer
Sidebar removed from the landing page and file viewer
Scope
Digital Sales Rooms is a co-viewing experience, most real-time collaboration tools aren’t relevant
The requirements called for a wide set of real-time collaboration tools which are necessary for co-editing experiences. I was able to reduce the scope of the requirements by demonstrating which tools were useful in a co-viewing workflow.
First iteration
Stock Velt components
Adopting stock Velt components to the existing landing page and file viewer.
Second iteration
Adoption into the design system
Restyled Velt components were added to the design system.
Outcome
Final iteration
The sidebar is replaced with a toolbar on the landing page
Outcome
A 35.8% increase in revisits confirmed Buyers were coming back for conversations not just to view files
Beyond engagement, consolidating communication that was previously scattered across email and messaging apps created a data foundation which directly enables future integration with AI agents within the room.
Increase in the number of revisits by Buyers
Increase in adoption of Digital Sales Rooms by Sellers
Private rooms, templates, and role-based collaboration features also delivered