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Development of Intuitive Sales Demo Tool for Data Connectivity Platform
  1. case
  2. Development of Intuitive Sales Demo Tool for Data Connectivity Platform

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Development of Intuitive Sales Demo Tool for Data Connectivity Platform

neoteric.eu
Information technology
Business services
Security

Challenges in Sales Demonstration

Need to demonstrate complex technical product to non-technical stakeholders through an intuitive sales tool while maintaining data security, requiring seamless backend integration and user-friendly interface design.

About the Client

US-based SaaS company offering a leading data connectivity platform enabling enterprise data integration and activation

Key Project Goals

  • Create intuitive frontend interface for non-technical sales representatives
  • Ensure seamless integration with existing backend systems
  • Implement robust data security measures aligned with corporate standards
  • Enable effective product demonstrations without technical prerequisites

Core System Requirements

  • User scenario-based interface design
  • Data preview module with CSV upload capability
  • Attribute mapping for data customization
  • Two-step authentication via OCTA integration

Technology Stack

Adobe XD
Angular
TypeScript

System Integrations

  • OCTA authentication system
  • Backend API endpoints

Operational Requirements

  • Enterprise-grade data encryption
  • Cross-platform compatibility
  • Real-time data processing capabilities
  • Compliance with corporate security protocols

Expected Business Impact

Enables sales teams to effectively demonstrate complex data connectivity solutions to non-technical clients, reduces technical barriers to product adoption, enhances data security compliance, and improves sales conversion rates through intuitive visual demonstrations.

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