I joined LinkedIn as a designer on the Internal Tools team to work on a product that was riddled with complexity for a group of users we knew almost nothing about. Over the course of the year, I ingested prior research to understand user profiles, created a vision, and ran feedback sessions on the vision to ultimately design an MVP for launch. Our work was a stepping stone to creating a singular data source for our sales representatives.
Background
LinkedIn sales reps manage anywhere between 50 - 400 accounts on a given day, that span across a variety of nuanced and complex deal lifecycles. The job our our sales reps is to help clients see value in the products they have, help resolve issues, and push for renewals. These reps use a large number of tools to find information on their clients, understand their relationship with the product, and communicate with them. Sometimes they see the same number represented differently between two different softwares, which means they have to chase down what the real values are. Once they have insights, they digest them to deliver a personalized experience
Problem
The AD’s core responsibilities move into the background as tooling starts to take up more time and effort. So much time is lost in consolidating data, synthesizing it, and figuring out what to do next, that ADs are unable to provide quality service to their clients. We need to create a solution that provides consolidation of information, an accurate representation of data, and clear next steps for ADs