SalesReach is a tool that lets sales professionals create digital first, process-based buyer portals that align sales and marketing teams, accelerate deals. This product organizes the entire sales cycle from first contact through proposal review. I was brought on early in the conception of the ideation of SalesReach. With the founder and two developers, we did all the work necessary to secure funding and bring it to market. I worked on naming, branding, MVP, beta UX and UI, marketing materials, and everything in between.
Role: Strategy, IA, UX, UI, Branding, etc.
I facilitated user testing and interviews with our beta test group and early adopters. This aided in understanding how our users were leveraging key features, issues with usability, measures of product success, and edge cases. This also showed new ways of using the tool that we hadn’t originally conceived of ourselves. This testing phase was key to inform new features and prioritize builds following our first real raise of $1.2m
Also a part of phase 2 was a marketing site launch for our product. I worked with the CEO and newly-hired marketing manager to define the messaging and created the UX and design for a single page site and product pages to be added later. I also created illustrations to be used across many different mediums to endorse our product and created homepage animations. As part of this homepage I created an explainer video to tell our brand story and attract new customers.
The asset management system allows marketers to provide company-approved assets for their sales team, as well as uses privacy controls to make sure teams only have access to information they need. Salespeople can also utilize this product to add ease to sharing the best materials for specific clients that have the most impact.
The personalized pages are the answer to endless chains of emails that span months and contain dozens of attachments. They serve as a single source of truth for the users' customers and give them one place to go for all of their materials and proposal documents. Video integrations allow for salespeople to create personalized messages for their customers.