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.
Role
UX/UI Director / Team Lead
Industry
Sales Intelligence
Duration
7 Years (Different Ranks)
As we expanded our business and created new advanced capabilities, we wanted to prioritize our users needs and developed a design strategy that led our product growth and scalability.
In an ideal world you have plenty of time to do extensive research, big budget and many resources, but when I started my journey in Zoominfo we needed to improvise in a fast paced environment, a small team of engineers and designers in a very competitive market.
To maximize our efforts and create meaningful impact we worked in 3 phases:
Phase 1: Understand and Explore
Understand what our main challenges are? - What are the main problems we want to solve? Who are our users? what are their main pain points? What are the business goals?
Some of our findings:
Limited functionality - users need to use other tools to complete main tasks, such as CRM, Engagement tools, Docs, etc'
Usability issues - Gaps in the user experience, un-consistent UI, complicated flows and no automation
Low retention rate - After end of contract users find other solutions
Outdated platform infrastructure, not scalable
Highly competitive market with strong players
At this stage we explore different use cases, create user journey maps, brainstorm and discover what might work for our users and what we can deliver in a limited timeline and other constraints.
As we expanded our business and created new advanced capabilities, we wanted to prioritize our users needs and developed a design strategy that led our product growth and scalability.
In an ideal world you have plenty of time to do extensive research, big budget and many resources, but when I started my journey in Zoominfo we needed to improvise in a fast paced environment, a small team of engineers and designers in a very competitive market.
To maximize our efforts and create meaningful impact we worked in 3 phases:
Phase 1: Understand and Explore
Understand what our main challenges are? - What are the main problems we want to solve? Who are our users? what are their main pain points? What are the business goals?
Some of our findings:
Limited functionality - users need to use other tools to complete main tasks, such as CRM, Engagement tools, Docs, etc'
Usability issues - Gaps in the user experience, un-consistent UI, complicated flows and no automation
Low retention rate - After end of contract users find other solutions
Outdated platform infrastructure, not scalable
Highly competitive market with strong players
At this stage we explore different use cases, create user journey maps, brainstorm and discover what might work for our users and what we can deliver in a limited timeline and other constraints.
Phase 2: Define
Formulated a redesign strategy that prioritizes simplified user flows, new features to enhance user satisfaction and Developed a detailed design roadmap, categorizing changes into short-term fixes and long-term enhancements, to guide the redesign efforts effectively.
In collaboration with our engineering and PM partners, me and my team worked on wireframes, low-fidelity mocks, proposed different solutions and moved forward to detailed design.
Key Features and changes:
Improved flows - For example: Fewer steps for Exporting contacts, Improved filtering, Saving lists and more.
Notification center/ Real time alerts - Inform our users about new prospects and opportunities and help them keep track of their most valued accounts.
News/Scoops/Events - Making our users engage more with the platform, help them tap into more data points and prospect better.
New Design system - Making sure our users get a consistent behaviour across the platform with improved UI and delightful experience.
Phase 2: Define
Formulated a redesign strategy that prioritizes simplified user flows, new features to enhance user satisfaction and Developed a detailed design roadmap, categorizing changes into short-term fixes and long-term enhancements, to guide the redesign efforts effectively.
In collaboration with our engineering and PM partners, me and my team worked on wireframes, low-fidelity mocks, proposed different solutions and moved forward to detailed design.
Key Features and changes:
Improved flows - For example: Fewer steps for Exporting contacts, Improved filtering, Saving lists and more.
Notification center/ Real time alerts - Inform our users about new prospects and opportunities and help them keep track of their most valued accounts.
News/Scoops/Events - Making our users engage more with the platform, help them tap into more data points and prospect better.
New Design system - Making sure our users get a consistent behaviour across the platform with improved UI and delightful experience.
Phase 3: Feedback & next steps
The redesigned platform received overwhelmingly positive feedback from users, who praised its improved usability, engaging design, and enhanced features. We also learned many things that will define our next steps, among them:
Our users struggle to find certain features and don't utilize our platform full potential
Need more integrations to 3rd party data management providers
Work mainly with LInkedin in addition to our platform
Mobile solution is needed to have access to our platform on the go
Phase 3: Feedback & next steps
The redesigned platform received overwhelmingly positive feedback from users, who praised its improved usability, engaging design, and enhanced features. We also learned many things that will define our next steps, among them:
Our users struggle to find certain features and don't utilize our platform full potential
Need more integrations to 3rd party data management providers
Work mainly with LInkedin in addition to our platform
Mobile solution is needed to have access to our platform on the go
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