Our user researcher found that salespeople and managers spend over 10 hours reviewing past meeting transcripts to extract questions, summarize feedback, and identify key sales insights.
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To identify the key content users seek in transcripts, we interviewed our sales team and conducted a workshop. The visualized results include:
Slide 1: Users & Their Needs
Slide 2: Top Used Tools
Slide 3: Sales Research Template
1. Using Kanban to organize the pre-meeting research
Organizing information is crucial for sales and customer service teams. A Kanban-style approach helps by categorizing and visualizing information on a board, making task management and prioritization more efficient.
2.Pre-built template to boost the efficiency
Pre-built templates streamline the process by standardizing data collection and facilitating research. They offer a consistent structure while allowing customization to meet specific needs.
3.Integrate internal and external SASS tool to answer research question automatically (Integrate ChatGPT later)
Integrating SaaS tools like Salesforce enhances efficiency by auto-populating fields with data from past interactions, including company details, participant names, and contact information. This saves time and minimizes errors.
According to the research, I and our team defined key user flows:
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The new recording feature enables users to generate AI answers with one click, leveraging data from Pickle.ai, Salesforce, and ChatGPT. By default, newly created maps include:
- Participants (Salesforce-generated)
- Questions (Pickle.ai-generated)
- Text Notes
The design goal is to streamline AI answer generation into just two steps: adding a recording and generating an answer. The AI process considers the user’s question, selected conversation, customized map titles, and descriptions. While answer history tracking won’t be available in the first phase, we are actively working on enhancements and additional features.
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Template will display in the landing page. User are able to choose a template to start immediately. And there are two ways to build the template, one is to save a map as template, the other way is to have a quick creating method.
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We proposed to add video and snapshots in the video database. We pushed back this option because of engineer effort insufficient.
After studying the Kanban software in the market and user's habits, for the first phase, we provided the key Kanban functions: Drag to move, change the card title, and add/edit/delete/duplicate the card.
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We proposed to use the "Smart Template" to generate the item-list view of preparation. After testing, our users preferred the boardview more.
This project originally involved integrating Salesforce, but we decided to incorporate ChatGPT instead, as there were few competitors to reference and gauge user-friendliness.
Testing has been essential in helping us understand our users' habits and the content they care about.
As a small company, we have conducted testing within our sales team to assess usability, which might reduce liability
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