01Click Software

Product Design 

From startup demo to IBM acquisition.

I designed the UI system, user interactions, and a configurable design framework for Opportunity, a sales enablement app that helped enterprise tech reps win more deals with their named accounts. The app delivered targeted sales plays with relevant collateral, demos, customer stories, and coaching — all in one place. Reps could prep, present live in meetings, send targeted follow-ups with trackable emails, and auto-generate CRM entries, driving measurable pipeline and revenue growth.

The Challenge

Sales leadership needed a tool that could deploy targeted sales plays quickly to their reps in the field, complete with contextual collateral, demos, and coaching from leaders - replacing broadcast emails and scattered portals with a single, focused experience. In addition, it had to make presenting solutions and success stories directly to customers simple, compelling, and quantifiable.  

My Role

I created the interactive wireframes, UI system, and interaction design, along with a reskinning framework that allowed the app to be branded for each client. Starting with an 01Click branded release, I built customized versions for SAP, Cisco, HP, Infor, and others, and eventually a full redesign for IBM.

I also designed branding and marketing assets, as well as coordinated production of a demo video.

Impact

• Improved communication of leads and sales plays across the sales organization

• Consolidated playbooks, demos, collateral, and reference data into one platform

• Enabled instant follow-up, tracking, and CRM connectivity

• Accelerated sales cycles while reducing costs

Ultimately, the product was acquired by IBM, validating the design system’s scalability and value.

From Sketch to Wireframes

Generic and Client Configurable UI

Demo Video