Automation system that users may use to follow up on leads. Users can schedule as many postponed steps as they desire to stay connected with their key clients. This product has been linked to other features and can integrate with many famous lead generation applications. It is primarily used to manage leads created by the chatbot.
Focusing on a specific group of clients who were eager, knowledgeable, and experienced with other similar products.
Users need to stay connected with leads, but they aren't able to do it manually, which is why they use a lead generation service.
User Flows, Wireframes, Prototypes and Hand Off
It takes about three months for the design team to complete the project and pass it on to the development team.
I was responsible for defining a fluent yet perfectly efficient way to link the flow of lead capturing to sequences in my lead designer and product manager role.
To solve problems, I used the Design Thinking approach. Here is the process I used to practice Design Thinking:
Discover-Define-Ideate-Design
We were very focused on a specific group of clients who were eager, knowledgeable, and experienced with other similar products.
They might are using modern tools; they can manage leads and are familiar with many samples. They criticize our product to its core and compare it with our competitors.
To make the flow easier to use and also more moderate, I found it necessary to define a way for organization users to contact leads.
So the most basic ways to communicate with leads are to send and receive messages via SMS and email. It was what we must have in the dashboard.
Users need to stay connected with leads, but they aren’t able to do it manually, which is why they use a lead generation service. Some users export captured leads to manage them in another application or service; this is an excellent opportunity for our product to define a more moderated system.
I designed wireframes and prototypes based on what we have defined in team working sessions with the product manager and dev team.
I created several prototypes and user flows based on viable use cases. Likewise, I tested many similar products to learn how they approach providing a moderated answer to the specific problems.
The product defines every client as an organization. Administrators invite members to join the organization. Administrators can define user roles and limit access to any part of an organization.
Admins can create teams and add or remove users from organizations. A company-based system made it easier for users to iterate their own company or firm in this software.
Adding a Google or Microsoft account to a user’s dashboard allows them to send or reply to emails in the lead profile.
Furthermore, users can mention their teammates to any activity in the lead profile by creating a task or leaving a note for them. In addition, they can invite other users or teams to attend an event as attendees.
The central part of this automation is the Sequences. Users can make continuous steps in a timeline by building actions according to rules.
The execution of any step may take up to a year, depending on the wait time.
Users can use premade fields to create emails and text messages that will be replaced after completing each step.
It is also possible to view how the message will appear after being sent to leads from the preview box in the editing modal.
Users can schedule steps on a custom date & time and also define a goal on how any contact would react to a sequence.
Users can limit how many email and text messages would send each day: Also, users can also manage what will happen if a step.
There are many possibilities for users to manage a custom-made sequence setting for each contact by pausing, unsubscribing, skipping steps, or creating a specific text for each one.
Currently, this product is under testing sessions, and it’s hard to say how these features can impact the entire development. Still, as it was based on users’ demands and a tailored design process that was put on their needs, it’s evident that it could decrease loads of human work.