Table of Contents
Table of Contents
Table of Contents
Table of Contents
Table of Contents
Adhering to the confidentiality constraints of this project's NDA, I am unable to disclose specifics of the work undertaken. Therefore, this case study focuses on the methodologies and approaches employed throughout the project's duration, sharing only information that is publicly available. If you'd like to learn more, please feel free to connect with me here.
Adhering to the confidentiality constraints of this project's NDA, I am unable to disclose specifics of the work undertaken. Therefore, this case study focuses on the methodologies and approaches employed throughout the project's duration, sharing only information that is publicly available. If you'd like to learn more, please feel free to connect with me here.
Targeting with Intelligence: Crafting Rev's AI-Driven Approach to Sales
Targeting with Intelligence: Crafting Rev's AI-Driven Approach to Sales
Targeting with Intelligence: Crafting Rev's AI-Driven Approach to Sales
Project Type
End-to-End UX Design for an AI-Driven Sales Development Platform ( SDP )
Role
Lead UX Designer
Team
PM ( 1 )
Systems Architect ( 1 )
Sr SWE ( 3 )
SWE ( 4 )
Timeline
April 2022 to July 2024
Project Type
End-to-End UX Design for an AI-Driven Sales Development Platform ( SDP )
Role
Lead UX Designer
Team
PM ( 1 )
Systems Architect ( 1 )
Sr SWE ( 3 )
SWE ( 4 )
Timeline
April 2022 to July 2024
Work Included
- Brand Creation
- User Research
- UX Design
- Wireframe Drafting
- UI Design
- Hi-Fidelity Mockups
- Interaction Design
- Prototyping
- User Testing
- Design Iteration
Work Included
- Brand Creation
- User Research
- UX Design
- Wireframe Drafting
- UI Design
- Hi-Fidelity Mockups
- Interaction Design
- Prototyping
- User Testing
- Design Iteration
Introduction
Introduction
Project Overview
Project Overview
In 2022, Rev set out to develop its own sales development technology. As Lead UX Designer, I was responsible for designing a new platform for the sales team, meant to streamline sales processes and boost operational efficiency. The platform focused on improving data accessibility and efficiency for users, reducing manual processes in the research workflow, and add useful A.I driven intelligence about a given target market.
In 2022, Rev set out to develop its own sales development technology. As Lead UX Designer, I was responsible for designing a new platform for the sales team, meant to streamline sales processes and boost operational efficiency. The platform focused on improving data accessibility and efficiency for users, reducing manual processes in the research workflow, and add useful A.I driven intelligence about a given target market.
Project Vision
Project Vision
Our vision for the sales development platform ( SDP ) was to completely revamp the sales process by enabling teams to utilize AI-driven insights for lead prioritization. We aimed to move beyond conventional static metrics, using real-time data on market behavior and customer interactions to refine target selection. This strategic approach was intended to provide sales professionals with precise, actionable insights, allowing them to concentrate their efforts on the most viable opportunities. The ultimate goal was to enhance sales forecast accuracy, elevate productivity, and increase success rates across sales initiatives, driving substantial growth in revenue and improving customer satisfaction.
Our vision for the sales development platform ( SDP ) was to completely revamp the sales process by enabling teams to utilize AI-driven insights for lead prioritization. We aimed to move beyond conventional static metrics, using real-time data on market behavior and customer interactions to refine target selection. This strategic approach was intended to provide sales professionals with precise, actionable insights, allowing them to concentrate their efforts on the most viable opportunities. The ultimate goal was to enhance sales forecast accuracy, elevate productivity, and increase success rates across sales initiatives, driving substantial growth in revenue and improving customer satisfaction.
Architecture Layout
Architecture Layout
Project Phases
Project Phases
1 ] Research & Evaluation
1 ] Research & Evaluation
1 ] Research & Evaluation
During this phase, extensive market and user research is conducted to capture critical insights into user needs, market gaps, and emerging trends. Utilizing both qualitative and quantitative methods, we evaluate the landscape to establish a solid foundation of knowledge that informs further design and development decisions.
During this phase, extensive market and user research is conducted to capture critical insights into user needs, market gaps, and emerging trends. Utilizing both qualitative and quantitative methods, we evaluate the landscape to establish a solid foundation of knowledge that informs further design and development decisions.
During this phase, extensive market and user research is conducted to capture critical insights into user needs, market gaps, and emerging trends. Utilizing both qualitative and quantitative methods, we evaluate the landscape to establish a solid foundation of knowledge that informs further design and development decisions.
2 ] Tackling Sales Challenges
2 ] Tackling Sales Challenges
2 ] Tackling Sales Challenges
This stage identifies and defines the core challenges the sales team faces that our product aims to solve. By analyzing sales patterns, customer feedback, and performance bottlenecks, we identify primary issues affecting sales efficiency, crucial for tailoring the product's development to strategic business needs.
This stage identifies and defines the core challenges the sales team faces that our product aims to solve. By analyzing sales patterns, customer feedback, and performance bottlenecks, we identify primary issues affecting sales efficiency, crucial for tailoring the product's development to strategic business needs.
This stage identifies and defines the core challenges the sales team faces that our product aims to solve. By analyzing sales patterns, customer feedback, and performance bottlenecks, we identify primary issues affecting sales efficiency, crucial for tailoring the product's development to strategic business needs.
3 ] Developing a Solution System
3 ] Developing a Solution System
3 ] Developing a Solution System
In this phase, previously gathered insights and problem definitions are transformed into a tangible solution system. This system is designed to address the identified sales challenges effectively through innovative features and functionalities, streamlining sales operations and core processes.
In this phase, previously gathered insights and problem definitions are transformed into a tangible solution system. This system is designed to address the identified sales challenges effectively through innovative features and functionalities, streamlining sales operations and core processes.
In this phase, previously gathered insights and problem definitions are transformed into a tangible solution system. This system is designed to address the identified sales challenges effectively through innovative features and functionalities, streamlining sales operations and core processes.
4 ] Iterating on Feedback
4 ] Iterating on Feedback
4 ] Iterating on Feedback
Post launch, this stage is dedicated to refining the solution based on direct feedback from end-users and stakeholders. Continuous iterations are made to the product, driven by real-world usage data and user experiences, ensuring the product meets user needs and delivers a solution.
Post launch, this stage is dedicated to refining the solution based on direct feedback from end-users and stakeholders. Continuous iterations are made to the product, driven by real-world usage data and user experiences, ensuring the product meets user needs and delivers a solution.
Post launch, this stage is dedicated to refining the solution based on direct feedback from end-users and stakeholders. Continuous iterations are made to the product, driven by real-world usage data and user experiences, ensuring the product meets user needs and delivers a solution.
1 ] Research & Evaluation
1 ] Research & Evaluation
Strategic Market Alignment
Strategic Market Alignment
Perform thorough data collection, competitor analysis, and trend assessment. This strategic approach positions Rev to identify market gaps and capitalize on blue water opportunities.
Perform thorough data collection, competitor analysis, and trend assessment. This strategic approach positions Rev to identify market gaps and capitalize on blue water opportunities.
Strategic Market Alignment
Perform thorough data collection, competitor analysis, and trend assessment. This strategic approach positions Rev to identify market gaps and capitalize on blue water opportunities.
User Insight Gathering
User Insight Gathering
Gather deep insights through interviews, surveys, and stakeholder feedback to gain a holistic view of user needs and preferences, shaping the foundation for the product design.
Gather deep insights through interviews, surveys, and stakeholder feedback to gain a holistic view of user needs and preferences, shaping the foundation for the product design.
User Insight Gathering
Gather deep insights through interviews, surveys, and stakeholder feedback to gain a holistic view of user needs and preferences, shaping the foundation for the product design.
Strategic Market Alignment
Strategic Market Alignment
Perform thorough data collection, competitor analysis, and trend assessment. This strategic approach positions Rev to identify market gaps and capitalize on blue water opportunities.
Perform thorough data collection, competitor analysis, and trend assessment. This strategic approach positions Rev to identify market gaps and capitalize on blue water opportunities.
Strategic Market Alignment
Perform thorough data collection, competitor analysis, and trend assessment. This strategic approach positions Rev to identify market gaps and capitalize on blue water opportunities.
Product Positioning
Product Positioning
2 ] Tackling Sales Challenges
2 ] Tackling Sales Challenges
Persona Development
Persona Development
Compile and analyze user data to create detailed personas that categorize users based on behavior and needs, ensuring the product design is closely aligned with target audience characteristics.
Compile and analyze user data to create detailed personas that categorize users based on behavior and needs, ensuring the product design is closely aligned with target audience characteristics.
Persona Development
Compile and analyze user data to create detailed personas that categorize users based on behavior and needs, ensuring the product design is closely aligned with target audience characteristics.
Journey Mapping
Journey Mapping
Identify all user interaction points and map emotional highs and lows across the user journey to enhance our knowledge of the product’s overall experience and to improve its touchpoint design.
Identify all user interaction points and map emotional highs and lows across the user journey to enhance our knowledge of the product’s overall experience and to improve its touchpoint design.
Journey Mapping
Identify all user interaction points and map emotional highs and lows across the user journey to enhance our knowledge of the product’s overall experience and to improve its touchpoint design.
Problem Analysis
Problem Analysis
Prioritize major user pain points through detailed impact assessments, focusing development resources on solutions that significantly enhance user satisfaction and meet strategic business goals.
Prioritize major user pain points through detailed impact assessments, focusing development resources on solutions that significantly enhance user satisfaction and meet strategic business goals.
Problem Analysis
Prioritize major user pain points through detailed impact assessments, focusing development resources on solutions that significantly enhance user satisfaction and meet strategic business goals.
Existing Pain Points
Existing Pain Points
Existing Pain Points
Static customer profile
Inefficient and ineffective
lead targeting
High spend on bulk data
for business intelligence
Slow and manual GTM
Misaligned S&M teams
Product Solutions
Product Solutions
Product Solutions
Dynamic and Customizable
aiCP
Specific targeting to product,
segments, and markets
Cost effective, automation
focused solution
Fast deployment through
integrations
Single source for business
insights and strategy
3] Developing a Solution System
3] Developing a Solution System
Interface Structuring
Interface Structuring
Develop the information architecture, wireframe layouts, and interactive prototypes to refine the user interface, ensuring intuitive navigation and engagement throughout the Rev platform
Develop the information architecture, wireframe layouts, and interactive prototypes to refine the user interface, ensuring intuitive navigation and engagement throughout the Rev platform
Interface Structuring
Develop the information architecture, wireframe layouts, and interactive prototypes to refine the user interface, ensuring intuitive navigation and engagement throughout the Rev platform
User Feedback Integration
User Feedback Integration
Conduct usability testing between major feature releases to evaluate items such as error rate, time on task, and success rate, to continuously refine the interface usability and user experience.
Conduct usability testing between major feature releases to evaluate items such as error rate, time on task, and success rate, to continuously refine the interface usability and user experience.
User Feedback Integration
Conduct usability testing between major feature releases to evaluate items such as error rate, time on task, and success rate, to continuously refine the interface usability and user experience.
Visual & Interaction Refinement
Visual & Interaction Refinement
Create high-fidelity mockups and detailed interaction patterns to ensure the SDP interface is visually appealing and consistent, enabling the team to efficiently scale the platform and features
Create high-fidelity mockups and detailed interaction patterns to ensure the SDP interface is visually appealing and consistent, enabling the team to efficiently scale the platform and features
Visual & Interaction Refinement
Create high-fidelity mockups and detailed interaction patterns to ensure the SDP interface is visually appealing and consistent, enabling the team to efficiently scale the platform and features
4 ] Iterating Based on Feedback
4 ] Iterating Based on Feedback
Design Translation
Design Translation
Leverage Figma to facilitate real-time dialogue and feedback between designers and engineers, providing direct access to sourcefiles for implementation without the need for separate design specifications.
Leverage Figma to facilitate real-time dialogue and feedback between designers and engineers, providing direct access to sourcefiles for implementation without the need for separate design specifications.
Design Translation
Leverage Figma to facilitate real-time dialogue and feedback between designers and engineers, providing direct access to sourcefiles for implementation without the need for separate design specifications.
Engineering & Optimization
Engineering & Optimization
Maintain a robust feedback loop with the engineering team to ensure design fidelity before feature releases and optimize the product’s performance for reliability and speed upon launch.
Maintain a robust feedback loop with the engineering team to ensure design fidelity before feature releases and optimize the product’s performance for reliability and speed upon launch.
Engineering & Optimization
Maintain a robust feedback loop with the engineering team to ensure design fidelity before feature releases and optimize the product’s performance for reliability and speed upon launch.
Performance Evaluation
Performance Evaluation
Implement Hotjar and monitor key performance metrics and analytics to assess the product's effectiveness and gather insights for ongoing optimization and updates.
Implement Hotjar and monitor key performance metrics and analytics to assess the product's effectiveness and gather insights for ongoing optimization and updates.
Performance Evaluation
Implement Hotjar and monitor key performance metrics and analytics to assess the product's effectiveness and gather insights for ongoing optimization and updates.
Key Takeaways and Strategic Insights
Key Takeaways and Strategic Insights
Empathy-Driven Research
Engaging directly with sales teams through user interviews and workflow workshops provided profound insights into their daily challenges. This hands-on approach illuminated the real frustrations with inefficient targeting and manual research methods.
Iterative Collaboration
Collaborating closely with engineering and product teams taught me the value of cross-functional teamwork. By embracing iterative design, we were able to adapt quickly to feedback and develop solutions that directly addressed user pain points.
Personal Growth and Learning
This project reinforced the importance of placing the user at the center of the design process. I learned that truly understanding user needs requires active listening and genuine empathy. This experience deepened my appreciation for user-centered design principles.
Bridging Technology and Usability
Transforming complex AI algorithms into accessible, user-friendly tools was a key achievement. By focusing on clear data visualization and intuitive interfaces, we increased user adoption and empowered sales teams to make strategic, data-driven decisions effortlessly.
Meaningful Impact
Seeing the positive impact on sales teams—improved efficiency, increased confidence in decision-making, and enhanced performance—was incredibly rewarding. It reaffirmed my belief that thoughtful design can drive significant business outcomes.
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© Copyright 2025 gabegrover.com. All rights reserved.
© Copyright 2025 gabegrover.com. All rights reserved.