Google Chrome Extension
This product is designed to help sales organizations with outbound email outreach, providing custom content to deliver to target accounts.
The Problem
The content we package and sell to our customers, while valuable, is often hard to operationalize. This is because the person who purchases our content within an organization is often not the person who is using it on a daily basis.
The Solution
A google chrome extension that puts the content we offer our customers in their inbox, allowing our customers to provide their sellers with best-fit content to send to target accounts.
User Testing & Personas
To understand how to design and develop the extension, we needed to understand the persona we were creating it for. To create this persona, we:​
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Interviewed 5 customers sales leaders and business development representatives.
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Asked open-ended questions around their specific wants, needs, and goals in their role.
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Made an affinity map to aggregate the results.
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Created a persona to guide design and development.
High Fidelity Designs
Designs included both UI/UX thinking, using Sketch as the primary tool for high fidelity designs. Designs included the following:
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Login experience
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Header, profile, and settings screens
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Dropdown experience
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Loading screen & error states
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Content widgets
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Report widget
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Copy to email experience
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Inline icon hover experience
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Admin experience
Usability Testing
While in alpha, usability tests were conducted to help uncover the issues our target audience had with the extension, as well as opportunities for a more useful product.
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Designs were tested in real-time, allowing for quick iterations based on usability tests.
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Ran several usability tests each week with actual users.
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A total of 4 iterations were tested before going live.
Feedback & Improvements
After several rounds of testing, changes were made to reduce user friction. Some of those changes included:
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Simplifying the login process
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Reducing unnecessary vertical space
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Header updates
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Button states
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Loading screen & error states
Learnings & Next Steps
This project was eye opening in terms of how users responded to the ease and accessibility of the chrome extension. We learned more about our users and how effective small teams can be when working iteratively. The next step of this project is:
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Develop a go-to-market strategy
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Continue usability testing
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Develop more robust offerings
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Keep learning!
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