Salesforce Onboarding
The Ask:
Create a quick walkthrough tool for mobile of Salesforce's CRM solutions that highlights its features from the product family such as Sales Cloud or Service Cloud. The walkthrough would enable mobile users get a sense of the Salesforce experience as free trial of Salesforce is only available on desktop.
I led the team that created and designed the onboarding experience for both mobile and desktop.
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To create the pest experience across multiple products and languages we had to think about this as a platform. This tool combines the content from our marketing site Salesforce.com with the experience of the Salesforce product. To do this we utilized the Salesforce Lightning Design System (SLDS) throughout for a seamless experience.
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We asked ourselves “How are users going to interact with this tool?” and “How do we make this easy and comprehensive on mobile?” We decided early on that if we could design the experience around mobile it would be simple on desktop as well.
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We started our prototype for our main use case, Sales Cloud, since it had the most traffic and users. Once we successfully designed a solution for Sales Cloud we could use that as a guideline to build out the platform.
We worked with our research partners throughout the design process. we found that users said the tour was “straightforward” and “concise”. They found the progress bar was helpful. Users liked seeing product images, though magnified portion too small & confusing.
Users said they had a better understanding of Salesforce and its benefits. They were curious about taking another tour and preferred to continue learning more on their own.
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After refining the product using invaluable user feedback, we shipped the application complete with a desktop counterpart
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Mobile components and features are helpful to user’s that utilize space efficiently, improving the responsive experience. Clarified paths removes confusion and reduces complexity. Users cannot take a free trial on mobile, which means currently users are only converting on demo videos. Building more core offers available on mobile will help funnel mobile user’s down the funnel.
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Due to the nature of my work, I am often unable to share my work publicly. If you would like more information or a more detailed presentation on this or any project, please feel free to reach out to me directly.