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PurpleX: Interactive Proposal UX That Lifted US B2B Pipeline Conversion 35%

Pipeline conversion up 35% after sales portal UX redesign

Client: PurpleX
PurpleX: Interactive Proposal UX That Lifted US B2B Pipeline Conversion 35%

The Challenge

What PurpleX Was Facing

PurpleX was generating qualified US leads but losing them during the proposal and evaluation stage. Their sales portal forced prospects to navigate complex configuration options without guidance, and proposal documents were dense PDFs that failed to communicate ROI clearly. Sales cycles were running past 90 days with high drop-off at the proposal stage.

The Solution

What We Built

We redesigned the proposal experience as an interactive web journey rather than a static document. A guided configuration tool helped prospects build their own use case, dynamically generating ROI projections from their inputs. The portal was simplified with a dedicated evaluation hub, case study access, and a clear next-step CTA on every page.

PurpleX: Interactive Proposal UX That Lifted US B2B Pipeline Conversion 35% – solution

Results

Measurable Outcomes

35% improvement in pipeline conversion from proposal to close
Average sales cycle reduced from 94 days to 61 days
Proposal engagement time (portal sessions) increased 2.8x

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