Sharpspring

Life of the Account

Improved upon lead-level feature and carried over to entire account, giving enterprise users more insight.

The Problem

The Solution

Design decisions

THE PROBLEM

Users needed a way to track events at the account level, for a more comprehensive view of account-level activities

THE SOLUTION

Improved upon lead-level feature and carried over to entire account, giving enterprise users more insight.

THE OUTCOME

The new "Life of the Account" feature improved sales team efficiency by reducing the need to switch between accounts and provided easy access to aggregated account activities. User feedback confirmed the preference for a horizontal view, leading to a more intuitive and effective interface.

My role

As Lead UX Designer, I led the design effort, conducted interviews with the sales team, and developed the user interface for the "Life of the Account" feature. I also supported UXR testing, with prototypes, to validate design decisions.

Identifying the problem

As Lead UX Designer, I led the design effort, conducted interviews with the sales team, and developed the user interface for the "Life of the Account" feature. I also supported UXR testing, with prototypes, to validate design decisions.

Identifying the problem

Interviews with the SharpSpring sales team revealed that reps often had to switch between different user profiles to track account activities, which was time-consuming and inefficient.

The need for a unified view of all activities across an account became evident, leading to the development of the "Life of the Account" feature.

Takeaways

Working on the "Life of the Account" project reinforced the importance of involving end-users in the design process. The insights gained from the sales team interviews were invaluable in guiding the design, and the iterative approach allowed us to refine the feature based on real user feedback.

The preference for a horizontal layout, which emerged from UXR testing, highlighted the need to remain flexible and responsive to user needs. This project underscored the significance of designing with the user's workflow in mind to create solutions that enhance productivity and ease of use.