GoToMeeting SALES EDITION

About the project

Gotomeeting is an online meeting software used by around 18 million users worldwide hosting about 76 million online meetings a year. GoToMeeting Business made a decision to come up with a Sales Vertical focused offering for the product.

My role

As Lead Designer, I was tasked to come up with a Sales focused offering for GoToMeeting. Together with a Product Director, a UX Research counterpart & a Sales Expert I led the Design and Validation activities and designed and validated the new product offering.

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Problem Statement

Design a Sales vertical focused offering for GoToMeeting.

Approach

  1. Contextual interviews to understand Sales vertical, User roles and Sales cycle
  2. Articulate Problem Statements
  3. Ideate solutions - Crazy 8’s
  4. Prototype
  5. Validate - Moderated and unmoderated user interviews
  6. Survey salespeople to prioritize problems & solutions
  7. Concierge tests to re-validate
  8. Define MVP to build

Contextual interviews to understand Sales vertical, User roles and Sales cycle

We started with a series of in depth interviews targeting Sales Hunters, Inbound Sales People, Outbound Salespeople, Sales Managers, and Sales Supervisors.

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Problem Statements

These interviews helped us articulate problem statements and sales cycle

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Ideation

As a team, we brainstormed solutions using Crazy 8's technique

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Rapid Prototyping and Validation

I created prototypes for some of the concepts and we tested them using moderated and unmoderated user tests.

Updated Designs

I tested and iterated on the designs to create the final designs. Finally we split the development work into 3 different MVP phases. MVP Phase 1 is currently being estimated and devlopement work is to start later this quarter.