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Case Study · Product Design

Sales Hub — a clearer, guided and more efficient commercial journey

A redesigned sales experience supporting consultants as they select offers, simulate plans and complete orders in a single operational environment.

Product DesignUX StrategyUI Design Information ArchitectureDesign SystemPrototyping
Sales Hub offer selection
The new context

From a list of plans to a tool that supports the sales decision.

The Sales Hub brings together essential commercial tasks: selecting offers, combining services, reviewing customer data, monitoring sale value and completing the order. The challenge was to organize these decisions without overloading the consultant.

Many variables in one sale

Plans, speeds, add-ons, commitment periods, offer types, customer data and pricing must be evaluated clearly and in sequence.

New proposition

Turn the sale into a guided journey with contextual information, visible states and priority actions close to each decision point.

Experience architecture

A platform organized around the key moments of the sale.

01SelectChoose offers and categories.
02CompareEvaluate plans, benefits and price.
03SimulateCombine plan, add-ons and commitment.
04ReviewCheck customer, contract and products.
05CompleteSave a draft or finish the order.
06TrackKeep orders and operation accessible.
Offer selection

Compare options without losing the commercial context.

Sales Hub offer selection

Offer, price and benefits in the same view

Cards organize speed, upload, price, benefits and add-ons in a consistent pattern. Category filters and featured offers help consultants quickly find the most appropriate option.

Order details

Review everything before completing the sale without going back through steps.

Sale summary and customer data in the same context

The details screen combines financial summary, added products, customer data, address and contract. The stepper shows the current stage and clarifies what has already been completed.

Sales Hub order details
Plan simulator

Turn commercial combinations into a more predictable decision.

Sales Hub plan simulator

Pricing updates as the configuration changes

The simulator organizes viability, profile, plan, add-ons and commitment into visual steps. The summary follows the choices and shows the monthly total before the order is generated.

UX decisions

Consistency to support a recurring commercial operation.

Action-oriented hierarchyPrice, selection, summary and CTAs appear in predictable positions.
Visible statesCompleted items, steps, selected offers and recommendations use clear visual signals.
Persistent summaryMonthly value, products and relevant information stay close to the final decision.
Outcome

An experience connecting offer, simulation and checkout in a single journey.

The redesign organizes the commercial operation around the consultant's real tasks, creating continuity between choosing an offer, configuring the sale, reviewing information and completing the order.