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.

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.

001
Briefing & Goal Setting: Clarified objectives and outlined KPIs and MVP requirements.
002
Documentation Review: Analyzed a year’s worth of documents to understand the chosen platform, Structured Web.
002
Project Planning & Kickoff: Negotiating MVP, setting requirements, and planning sequences with the cross-functional team
Wires

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

001
Platform Flexibility: Structured Web was rigid, allowing limited customization
002
Design Updates: Identified the need for clear IA and user-friendly design
Final

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.

230
Early Adopters
In The First Week
91%
Approval Rating
From Users
21%
Decrease In The Call Volume To The Marketing Team
39%
Decrease In Outdate Marketing Materials

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

001
Ongoing Advisory Role: Continue working with development and partner marketing teams
002
User Feedback Integration: Collect and analyze feedback at Dreamforce to inform future iterations
003
Content & Tagging Refinements: Implement a comprehensive tagging system for assets to enhance usability and tracking

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?

001
Design
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"Their strategic insights made Dreamforce looked & worked better."

Jacinda Perez
PM Salesforce
002
Strategy, Design
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"He always brought good ideas and a collaborative spirit."

Samantha Carson
Designer Manager, Densu
003
Strategy, Design, Research
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"He was a dream to work with, i miss him!"

Jessica Hampton
Content & Branding, Wonolo
004
Branding
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"Jon always provided us professional work."

Marcus Johnson
Fullstack Dev, Densu