Targeted sales outreach (Quiib)

Helping sales teams move faster with customer outreach.

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Project summary

Goal: Help Sales teams understand their pipeline and find the right customers to reach out to.

Solution: Intuitive sorting and filtering flows to let users organize customers into lists, view stats and analysis for each list, and find the customers they need.

Status: Designed

My role: Product design

Helping sales teams manage their pipeline

Quiib, a CRM (customer relationship management) and sales outreach platform, wanted to make it easy for sales teams to manage their customer pipeline. Their users are sales representatives who need to sift through hundreds of thousands of customers to find the right ones to reach out to.

In Quiib, “accounts” are prospective customers that the sales team wants to reach out to. “Shortlists” are filtered subsets of accounts that users can create.

In this project, I designed user flows that help customers accomplish 3 goals:

  1. filter prospective customers across different attributes

  2. find the right group of prospective customers to reach out to, by adding them to shortlists

  3. track engagement of prospective customers across various metrics, such as how likely they are to make a purchase

Clarifying what actions users can take

When users select accounts in the table, they can take 2 actions with those accounts:

  1. Add the accounts to a shortlist

  2. Create a campaign for those accounts

To highlight the actions available to users, the buttons subtly change appearance when the user has selected accounts.

Filtering accounts

It’s essential to let users filter the database, which can potentially contain hundreds of thousands of accounts. An intuitive filtering flow lets users view only the accounts that match what they’re looking for.

Creating new shortlists to organize the sales pipeline

In Quiib, a “shortlist” is a subset of accounts, or prospective customers, that fit some criteria. Think “Big tech”, “Media companies”, or “<$100 ARR”. Quiib lets users create shortlists, and add customers to them, so that they can easily reach out to the right customers. Users can also view metrics about shortlists to better understand their sales pipeline:

Speed and efficiency were the main goals. Users should be able to create, edit, and view shortlists in as few clicks as possible.

AI saves users time on everyday tasks

AI saves users at every step by suggesting actions within the most common user flows:

  • When users select accounts and show intent to add them to a shortlist, suggest existing shortlists to add the accounts to

  • When users select accounts and show intent to add the accounts to a new shortlist, suggest names for the shortlist, based on the accounts that the user selected

  • When users create a new shortlist, suggest accounts to add to the shortlist based on the name that the user selected for the shortlist

  • When users show intent to filter accounts, suggest filters based on how the user has used Quiib recently

These subtle suggestions are based on users’ past behavior, as well as attributes of the accounts.

They’re not the flashiest features ever. In fact, if they’re designed well, you may not even notice them. But in a product that people use every day, the time saved can really add up.

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