Salesforce Customer Insights
Customized experience in Salesforce to help sellers plan productive conversations with customers by providing relevant and targeted recommendations for Grainger products. Field agents benefit from web and mobile experiences to facilitate planning and face-to-face meetings. A scaled-down experience was created to serve Inside Sales agents who interact with customers primarily via phone calls and email.
Role: Product designer
Responsibilities: Concept design, brainstorming, detailed design specifications, wireframes
Notable: Concept testing and pilot with agents showed great success with only minor usability issues. Sellers communicated that significant value was added to the sales experience and that it was "another great tool in [their] arsenal."