Lattice Engines uses Machine Learning Models and data from various sources to score leads, prospects, and other sales and marketing opportunities to allow Sales and Marketing professionals to focus on the highest impact efforts.
I led the design of their suite of applications and managed an Interaction Designer, Visual Designer, and Prototyper through a design agency.
I led the effort to define and design the first customer-facing version of our Lead Scoring product. The goals of the project were to:
I worked closely with the Product Manager and coordinated ongoing feedback sessions with internal users and customers to define the requirements and scope of the project, iterate on design concepts, and ensure the application would be easy to use.
Once the design was more solid I worked with Engineering to finalize the UI and ensure it could be easily implemented.
SalesPrism provides Sales professionals with recommendations to cross-sell, up-sell, and prospect more effectively based on Machine Learning predictions. These recommendations appear in their CRM (Salesforce) and provide the user with the rationale and talking points for making the sale.
I worked directly with a few customers to get feedback on designs throughout the project to ensure they would be easy to understand and use. The design was successfully implemented to be responsive to support desktop and mobile use.