Filtering sent emails
How can we reduce time spent searching for sent emails in FreshSales?
Project Overview
Filtering sent emails in Freshsales
Creating a more efficient path for users to find customers to improve client retention and convert sales.
Fictional project for a real product used by real people
Role
UX designer
User researcher
Duration
2 weeks
Tools
Figma
Lyssna
The Problem
Looking for emails sent to clients is a tedious and lengthy task that leads to abandoned customers and sales. It's difficult for users to find emails they sent to customers, leading to abandoned customers and sales.
The Opportunity
Simplify process with filters in sent emails.
Hypothesis:
Success metrics: time spent on task
Increased value in outreach to customers who salespeople have interacted with face to face rather than people just on a list.