Design & Validation

Wireframe concepts, collaborate, gather feedback, iterate and repeat…

This would be a component that sales teams would be accessing inside Salesforce, so I knew that the team would be using the Salesforce’s Lightning Design System for the UI. For this reason we decided that testing the app concept with wireframes would be ideal. I created a few directions which I prototyped to conduct testing sessions with participants in sales roles. The goal was to assess interest and validate the direction.

Team Education

While talking with our team about potential features we could to add to our existing Salesforce integration like the Calendly component, we realized that for some of our engineers this would be the first time working on it - and they were not too familiar with it.

My product manager and I decided to create the space for some much needed Salesforce education. The team spent a two-week sprint learning Salesforce together and sharing insights. We also had a couple of sessions to discussed our personas, user journeys, and research we collected from customer calls. A few members of our support team were invited for a Q&A session as well.

Research Results

Results from testing internally with our very own sales team and externally with participants in a sales role revealed that the Calendly App concept would be really valuable and a huge time saver for our sales persona because their time is money.

With some minor adjustments, the app concept tested very well and participants were very excited. Results from our research determined that the component would be most useful in the Opportunity page, but it could be added to any Salesforce page.

Unfortunately our engineering team didn’t have enough bandwidth to focus on it, so our leadership team ultimately decided that it was not the right time to implement this concept.

Research storyboards

As the team explored innovative solutions to streamline our customers' processes, I collaborated with the Product Insights team. Together, we conceptualized and designed three detailed storyboards for the purpose of facilitating discussions around potential opportunities to increase our support for sales teams. These storyboards not only served as visual aids but also provided comprehensive narratives to guide our brainstorming and strategic planning sessions.