Groove + Mobile App
The Groove+ Mobile Application helps sellers stay connected to Salesforce and Groove by sending follow-up emails, adding contacts and leads, and prepping for meetings.
In July 2023, the mobile app was going through a big revamp, and I was brought on to work on creating new features for managing contacts and leads.
MY ROLE
Product Designer
TEAM
Sanika Lakka, Product Manager
Jennie Cortes, Senior Product Designer
TIMELINE
July 2023 - August 2023
TOOLS
Figma, Whimsical, Zeplin
PROBLEM
The product management team had received feedback from a large sales team that sellers were experiencing challenges related to managing contacts and leads using Groove+. Customers also wanted to do more with contacts like add them to flows or perform actions.
To solve this problem, the design team was asked to design a solution that would allow customers to better manage contacts and leads.
AUDIENCE
The Groove+ Mobile App was created to help prep Account Executives for meetings while they were away from their computer or en route to a meeting.
There was room to expand the existing features beyond prepping for meetings.
HYPOTHESIS
I hypothesized that customers may have an easier time accessing contacts and leads on mobile, if the features were consistent with other touchpoints where Groove users could manage people, like Groove’s OmniBar and the “People” feature on the core web app.
Discovery
In the existing application, users were able to add contacts but not add leads. As part of expanding the new features, I tried to understand the difference between leads and contacts. According to Salesforce:
"...Salesforce Leads represent any individual or company entering your CRM but not ready for the sales discussion. On the other hand, a Contact is an individual who has been qualified and converted from a Lead to a Contact in Salesforce to pursue a sales opportunity."
OMNIBAR
I studied Groove’s OmniBar feature to understand how users add contacts and leads.
SEARCHING & EDITING
I also took a closer look at how to search for contacts and edit contacts using OmniBar.
By looking at these features, I sought to better understand how we could create a consistent experience for Groove+.
GROOVE'S PEOPLE FEATURE
I also looked at the People feature on Groove's core web app where organizations can see all contacts and leads.
As I studied this page, I imagined a seller using Groove+ and accessing a mobile version of this page to look up information about a client en route to lunch with them.
Wireframing
After looking at the other touch points, I began to ideate adding a lead in low fidelity.
There was an opportunity to improve the existing design by preventing duplicate entries.
In these revisions below, I met with the senior designer on the team to go over my ideas in an ideation session. We discussed an Android dynamic search design pattern. I created these wireframes to explore how the same pattern could work here and save time for sellers.
ACCESSING ALL LEADS & CONTACTS IN ONE PLACE
I wanted to create an experience where users could easily search for all contacts and leads, while also making it easy for sellers to access people they had recently interacted with.
DEFINING SEARCH BEHAVIOR
I created wireframes outlining different ways to display search results.
High Fidelity
Since I was working on an existing application, I was able to quickly jump in to creating high fidelity mockups. Sometimes when I work in high fidelity, I can get new layout ideas. Here I had an idea to try a tabbed layout for adding a lead or contact.
After making this layout, I showed it to a member of the dev team to check for feasibility. Unfortunately, it was not feasible due to how leads and contacts are stored in Salesforce and Groove's database.
CREATING A LEAD
After going back went back to the original layout for creating a lead, users could now add leads in a way that was consistent with OmniBar and the web application.
PREVENTING DUPLICATES
Due to the database and API structure, we were unable to show duplicates until after a user made a call to our API and database.
I went back to the original approach of showing an alert to communicate that a person already existed in the database.
A new people experience
The mockups below show the high-fidelity designs for the new People page. Here sellers can access all contacts and leads, add new ones, and perform actions.
TABBED SEARCH RESULTS
Here users can see a list of all results including any people or organizations whose names match the searching term.
Below are mockups showing additional states.
Retrospetive
This project is a special one to me because it was the last project I worked on before the acquisition. It was a larger, high-profile project that was for one of our biggest customers with a massive sales team.
It would have been great to test assumptions about adding a Lead and Contact and to get feedback on the layouts created for search results and the people page.