• Brand identity: logo, website, landing pages, advertising banners and business cards;
• UI/UX app design (iOS, Android, web);
  
• paper and digital prototypes;
  
• UX research & user testings;
  
• customer care.
  

MY ROLE IN SELLF

NEW FEATURE

In February 2017 we made a huge improvement to our data import system

available on the Web Platform. 

Campaigns Management let sales admins to plan and execute sales campaigns and track results. 

It was designed and developed in four months and released in October 2017. 

REDESIGN OF AN EXISTING FEATURE 

Click here to see this case study.

FEB 2017

FEATURE OVERVIEW

The import feature (only available on the web platform) let users to upload huge amounts of data (sales opportunities, people & companies information) from spreadsheet files and transform data into people, companies and deals entities in Sellf.

PROJECT PURPOSES

PROBLEM

• too many tickets of failed imports;
  
• calls and emails from our customers that could not understand how to map their spreadsheet’s column to Sellf fields. 
• no feedback of what went wrong during the importing process; 
  
• creation of duplicated records.
  

• speed the whole process;
  
• give visual feedback while mapping fields;
  
• quickly update existing information uploading new spreadsheets.
  

OLD VERSION

NEW VERSION

4

1

2

Too many fields where to search 

the field needed; no clear distinction between the various entities.

Icons too big, not so clear what they means.

3

People didn’t understand the difference between their spreadsheet’s column fields and the fields of Sellf records to be mapped.

4

Page too long to scroll;

the process seems unending;  

the "Continue" button is not visible.

PROBLEMS

2

No preview of how data will be imported;

no feedback about possible record conflicts. 

5

3

5

1

In the latest step of the import process, the user has to tell Sellf how to proceed to merge data, in order to avoid duplicates. 

He needs to choose one or more fields that will be used as identifiers to merge data. (Name, Last Name, phone numers etc.) 

Initially I thought to give the user the choice: 

"Update data" or "Create new records". 

We received feedback that this step was

unnecessary: when the user doesn't select identifiers, new records will be created automatically. 

We decided to add a "preview" page before completing the process, instead. 

1

2

Idea to remind of the Spreadsheet Template that the user has uploaded, but this forces an awkward horizontal scroll.

1

2

HI-FIDELITY WIREFRAMES

Page still to long to scroll, the preview 

of loaded data could be reduced.

2

3

Title for each step, more clear than icons,
space occupied reduced.

4

Preview of how data will be imported:

this gives the user full visibility into the import process and ensures data is imported exactly the way the user wants it. 

Sellf already recognizes the headers in the spreadsheets and maps them for the customers. 

Visual feedback:  

If the imported column headers match the field values in Sellf, then the respective titles are automatically selected and the boxes will be green. 

A green box means you made a correct link, while a grey box means the column won’t be imported into Sellf.

1

Errors displayed allow the user to discover and fix issues during import rather than after it. 

If you have columns that do not match these Sellf fields, you can set up your custom fields. In the first release you had to set up custom fields before the import process, and people were too frustrated to discover this only at this step. 

We eventually put this feature inline, while you’re mapping fields and you find out that you need a custom field. 

2

FINAL RESULT

1

Better organization and UI of the drop- down menu where to choose Sellf fields. 

Data are organized according to the various Sellf entities (Contacts, Companies, Deals, Custom Fields). 

3

4

5

5

It gives the user a summary to double check the options chosen in the previous steps. 

FINAL RESULT

After designing wireframes, I wrote the help article (Italian/English) to be published on our Uservoice page 

and I'm collecting feedback from customers about the new Import System. 

MORE STUFF

The import process still needs to be improved, since we added custom fields things got complicated and the customers often fail to map them. They usually don't read the guide provided. 

There are still failed imports, we need to provide more feedback about rows that may have problems and are not imported and tell the user exactly why there is a problem. 

NEXT STEPS

Thanks for watching!