Partner Marketing Portal
A New Salesforce Feature
Project Overview
Client: Salesforce
Duration: 2 months
Team: Product Manager, Engineers, Data Analysts, Design, UXR, and myself
Objective: Create a fully functional marketing platform for Salesforce Partners to provide pre-branded, pre-approved content and assets for various marketing needs.
The Challenge
The initial task seemed simple; design a space for ISV partners to access marketing content.
However, the briefing revealed a lack of concrete plans and a significant amount of work needed to meet the requirements and tight deadline of presenting at Dreamforce.
The Approach
To align the team and clarify goals, I organized sessions to set KPIs and MVP requirements.
This led to the creation of information architecture (IA), site maps, user journeys, content strategy, wires, and a content tagging matrix, we had a lot to do in not a lot of time.
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Discovery
We started from scratch, talking to internal teams and doing interviews with marketing partners to understand the true need.
We didn't have too much time to do this so we heavily relied on UXR an strategy to identify and outline what they thought the requirements are.
We had major activities we had to complete first.
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Define
With approvals on the IA and flows, we ideated on the platform design.
The goal was to minimize friction between marketers and content, ensuring a streamlined, easy-to-use experience.
The design was aligned with Salesforce's Lightning UI for ecosystem cohesion. We realized that we had to create several new components for the platform.
Key Findings
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Ideation / Design
We did a lot of throwing spaghetti at the wall to see what could stick. With rapid iterations and lean design sprints.
From that we created high-fidelity wireframes in seven business days. I then collaborated with two external designers to finalize designs.
We used high-fidelity wireframes to communicate our ideas effectively.
Testing /Validation
Presented wireframes early, receiving positive feedback from stakeholders.
Adjusted timelines to accommodate unexpected design responsibilities, ensuring the final designs were approved and ready for development with a week to spare.
We then heavily tested the new UI with Exact Target and Marketing Cloud users to get feedback and make adjustments.
In The First Week
From Users
Conclusion & Next Steps
The project was completed in less than four weeks, transitioning to development on schedule.
The site was tested and revealed at Dreamforce 2016.
Future plan
Let's see how I
can help you
I was able to help Salesforce
I built out a platform that marketing partners are using to this day to get the most up-to-date marketing materials. What can I do for you?
"Their strategic insights made Dreamforce looked & worked better."
"He always brought good ideas and a collaborative spirit."
"He was a dream to work with, i miss him!"
"Jon always provided us professional work."
