Sales Development Rep. (SDR) and Account Executive (AE) spend most of their time organizing multiple tasks, hoping to maximize influence with their prospects.

This project aims to solve this painfully time-consuming workflow by combining CRM data and Radius predictive models for a data-informed, assistive task management system.

I was responsible for:

• Leading the end-to-end process of Research - Design - Test - Iterate

• Running the research and testing sessions

• Designing and prototyping at all fidelity level (Storyboards - Wireframes - Visual - Framer protototypes)

1. Understand

Who are the users and what do they do? - That was the first question the team asks ourselves. Why are we looking at Sales people? What are their roles? What do they need to do to get promoted? - these are some of the important topics that we asked our research participants.

2. Find the right problem

Why should we solve this? - It's easy to find problems - we get them from listening to our users, and countless blog posts about Sales productivity. However, to know what problem is worth solving, we had to use multiple systems to define the "worth" of those problems.  

3. Refine concepts and iterate quickly

What can we uniquely offer to solve this? - We don't have the capacity to solve all pain points we've seen. We need to find the problem most aligned with our strategy and technology advantage. We went through multiple rounds of refinements, with insights from end-users, professionals (analysts) in the field, and key internal stakeholders.

4. Vision + MVP, and how do we get there?

For these blue sky projects, it's imperative to sell both the vision, and having a clear roadmap on how to get there. I designed all MVP and vision-focused work to show how an ecosystem could grow out of this tool.