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Workflows

Yesware 2021

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My role:
Senior Product Designer

End to end design of an enterprise platform for salespeople to manage contacts, create Workflows, and develop relationships.

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Yesware, a B2B + B2C sales software provider, develops tools for sales people and teams to engage, and monitor engagement with prospects and clients.
Context
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Yesware’s existing campaign tool lacked personalization and was difficult to use, resulting in missed opportunities for end users, and a high churn rate of sales people looking to other solutions. To address these challenges, we decided to develop a customized sales Workflows tool.
Challenge
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Workflow Creation

Workflow creation must be simple, and highly customizable. Key features included multiple touch types, dynamic fields integrated with a CRM, templating, calendar integration, , and email tracking.
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Performance

Workflow stats are key to measuring the performance of a communication. Users needed performance metrics on each Workflow and phase.
Workflows is part of a larger process for sales people. It is critical that all Workflow data map to contacts stored and managed in the users CRM. I designed a contacts tool to help translate and store contacts.
Contact integration
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Designed for access

To make Workflows and Contacts easier to user, I designed a drawer pattern to allow users to view or add contacts to Workflows when they most need the tool.

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Workflows Data
Viewing all workflows and measuring success of each was an important feature to users working to optimize their communication
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End to end design of Yesware’s Sales Workflows
2021
Clara Fairbanks
Senior Product Designer
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