Overview

Primary use case: Crunchbase sales users

Main stakeholder: Exec team (CEO, Product, Marketing, Sales)

CB team: Product Manager, UX Researcher, six developers, myself

My role: Research, user flows, lo-fi wires, hi-fi prototypes

(MVP) Project duration: October - December 2021

Problem

The sales workflow today involves extensive research and outreach across various platforms and tools. SDRs still rely on external data sources to qualify leads and personalize their outreach. 

This fragmented approach leads to several productivity challenges: Constant context switching, disrupted workflow, and incomplete company insights. 

Project Goals

Our goal is to help sales reps sell faster and more intelligently, allowing users to take key actions right from their browser without the need to switch to a different page, we can streamline their day-to-day tasks.

- Reduce time spent on prospect research
- Improvement in lead qualification
- Increase in Cruncbase user engagement and data usage

The Solution 

We've created a Chrome Extension that seamlessly integrates Crunchbase's company data directly into the tools and websites sales reps use most. We're enabling them to leverage Crunchbase's rich data in the flow of their daily activities, boosting their productivity and making them more effective at their jobs. 

I will post a link to the UX case study soon, including more process-based information. In the meantime, if you have any questions, you can email me [email protected]