Engage
Sales engagement platform for sellers to connect with prospects, automate multi-step email campaigns, manage communications at scale, and analyze results.
Role
UX Manager
Industry
Sales Engagement
Duration
2 Years
While working on Engage, I had the privilege of leading the end-to-end UX/UI of an emerging sales engagement platform during a period of rapid organizational growth, from the conceptualization stage to delivery. Together with a team of UX/UI designers, product managers and engineers, we drove 8-figure revenue growth following the launch of the company's emerging sales engagement platform.
Goals
Build a competitive sales engagement platform that users can integrate easily with Zoominfo data platform
Consolidate multiple sales engagement tools into one, while giving our users full control over their contacts and accounts and enabling them to continue working with their existing CRM
Increase Zoominfo data usage and up-sale existing customers to upgrade their experience with Engage features
Challenges
Competitive market with strong mature players (Outreach, Frontspin, Salesloft)
Outdated Infrastructure with many stability issues and scalability limitations
Deliver value in a short period of time
Research
As part of our discovery phase we conducted comprehensive user research to guide the design process for Engage. Through interviews with our internal sales team, surveys and usability testing, we identified key user pain points, behavioral patterns, and feature preferences that helped us illustrate our users main workflows and sketch initial concepts.
While working on Engage, I had the privilege of leading the end-to-end UX/UI of an emerging sales engagement platform during a period of rapid organizational growth, from the conceptualization stage to delivery. Together with a team of UX/UI designers, product managers and engineers, we drove 8-figure revenue growth following the launch of the company's emerging sales engagement platform.
Goals
Build a competitive sales engagement platform that users can integrate easily with Zoominfo data platform
Consolidate multiple sales engagement tools into one, while giving our users full control over their contacts and accounts and enabling them to continue working with their existing CRM
Increase Zoominfo data usage and up-sale existing customers to upgrade their experience with Engage features
Challenges
Competitive market with strong mature players (Outreach, Frontspin, Salesloft)
Outdated Infrastructure with many stability issues and scalability limitations
Deliver value in a short period of time
Research
As part of our discovery phase we conducted comprehensive user research to guide the design process for Engage. Through interviews with our internal sales team, surveys and usability testing, we identified key user pain points, behavioral patterns, and feature preferences that helped us illustrate our users main workflows and sketch initial concepts.
Initial Concepts & ideas
Following our research phase we were able to start conceptualizing the initial screens of the new platform. We defined the building blocks for the information architecture. We tested different concepts with different teams, gathered feedback and continued to iterate..
Initial Concepts & ideas
Following our research phase we were able to start conceptualizing the initial screens of the new platform. We defined the building blocks for the information architecture. We tested different concepts with different teams, gathered feedback and continued to iterate..
Detailed Designs & Next Steps
The new platform was received well by customers, they used it to build pipeline and continuously engage with their potential customers and existing accounts. We successfully sold the product and reached 8 figures revenue.
We grew the business and added new features and capabilities, but the adoption rates weren't high as we expected, so we changed our strategy after a few years of operation.
Detailed Designs & Next Steps
The new platform was received well by customers, they used it to build pipeline and continuously engage with their potential customers and existing accounts. We successfully sold the product and reached 8 figures revenue.
We grew the business and added new features and capabilities, but the adoption rates weren't high as we expected, so we changed our strategy after a few years of operation.
Other projects
MarketingOS
MarketingOS is an ABM (Accounts based marketing) platform that helps businesses target and reach potential buyers.
ZoomInfo Platform (Legacy)
ZoomInfo is a B2B database and intelligence platform that provides companies with access to contact and company information, business engagement tools and more.
Design Leadership
My role as a leader is determined by my team success, achievements and hunger for winning.
