Keith Barney - Cirrus Insight Web
Keith Barney
About
Contact

Cirrus Insight Mobile

Role

Sr UX/UI Designer

date

10/17 - 4/18

Project Overview

Cirrus Insight is software for Salespeople. Sync Your Calendar & Emails with Salesforce, Track Emails, Schedule Appointments, Set Follow-ups & More. Supports Gmail, Outlook, Office 365 and Mobile.

The Problem

Cirrus Insight is most popularly known as a Gmail extension and living within the sandbox of Gmail’s framework poses many challenges for development. One of the biggest challenges is having a large application with an entire library of robust features that doesn’t bog down the gmail experience itself. Primarily for this reason, the request was to move the brunt of the app to it’s own location, and then bring only what’s necessary back to Gmail.

Competitive Analysis

Although Cirrus Insight has been a leader in the Salesforce Apps market for many years, there has been an increasing number of players added to the field. Most notably is Salesforce itself, who entered the market some 3 years into Cirrus Insight's existence and have obvious advantages to a market that it essentially created.

The next level of faster, simpler CRM is here: Salesforce Lightning.

Yesware is a service for salespeople that helps them close deals faster. This solution includes an email service that tracks email, template responses and syncs to CRM solutions.

Groove is a software platform designed to facilitate sales team productivity, with email and calendar integration, campaign automation, analytics, a dialer, and account-based selling tools.

Sketches

Tools

Paper & Pencil

Inbox

Profile

Book Meeting

Tasks

Wireframes

Tools

Sketch, InVision

Inbox

Salesforce Lead

Book Meeting

Email Detail

Create a Task

Tasks

User Flows

Tools

Sketch

Create Contact/Lead from Email Sender not in Salesforce

Create a Task

Prototype

Tools

Sketch, InVision

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Inbox

Email Detail

Salesforce Contact

Salesforce Lead

Book Meeting