The Challenge
What PurpleX Was Facing
PurpleX was generating qualified leads but losing them during the proposal and evaluation stage. Their sales portal required prospects to navigate complex configuration options without guidance, and proposal documents were dense PDFs that failed to communicate ROI clearly. Sales cycles were extending beyond 90 days with high drop-off at the proposal stage.
The Solution
What We Built
We redesigned the proposal experience as an interactive web-based journey rather than a static document. A guided configuration tool helped prospects build their own use case, dynamically generating ROI projections based on their inputs. The portal structure was simplified with a dedicated evaluation hub, case study access, and a clear next-step CTA on every page.
Results