Meet people where they are
How do these UX design principles show up in our product? One example of how we’re meeting our users where they are is Sales Cloud Everywhere. It’s a browser plugin that allows your CRM data to come with you wherever you work online. This means users aren’t required to log into their CRM to be able to update their data. Exciting, right?
We realized that Salesforce was making a pretty bold assumption: you’re working inside Salesforce’s app all day long, so we’ll put all the power of our product inside our application. In reality, we know you’re browsing the web, playing tunes on Spotify, and checking your email. So when we meet our users where they are – outside of our application – we can solve for their most common tasks on their terms.
Enter Sales Cloud Everywhere. Now, users don’t have to leave their america phone number list context to come into ours, and they don’t have to think too hard to make an update. If a customer is browsing on social media and notices that their customer just got a promotion, they can make updates to their CRM record without the unnecessary friction of logging in.
2. Low walls, high ceilings
From user research, we’ve found that when people are starting something difficult and new, they have a high level of anxiety. Our second UX design principle shows up in the Sales Performance Management getting started page. We created three quick-start templates for users to choose from. This makes it easy (low walls) for anyone to get started. But we also offer the option to advanced users to build their own configuration (high ceilings). We made sure to put this fourth option below the three templated choices, and we chose not to draw attention to it with bright pops of color or motion design: advanced users will find it, because they’ll be looking for it.
Get started page with three template options highlighted in boxes. The Salesblazer zebra character is at the left bottom.
We created three quick-start templates for users to choose from. This makes it easy (low walls) for anyone to get started.
Deeper in the product, this principle also holds true for Pipeline Inspection. This rollup summarizes sales targets, projections, and other data at a glance (low walls) at the top of the page. It’s snackable and easy to find. To get the details of those calculations, users hover over the summary numbers to review the data (high ceilings). It’s critically important information and we’ve designed it in a way that makes it accessible and useful to everyone.