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QUIP
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At Quip, I was the design lead for Salesforce Anywhere, Templates & Automation, Live Apps, and Insights & Engagement.
THEMES
Salesforce + Quip
Live Apps & Data Mentions
Salesforce + Quip
Live Apps & Data Mentions
2020/22
©
©
SALESFORCE + QUIP
I led the design efforts for integrating Salesforce functionality into Quip. During my time here, I helped increase Salesforce engagement within Quip by over 900%
PROBLEM
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When I joined, the current integrations were nested across different entry points and utilize different paradigms of entry
01
Lack of consistency and scalability
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PAIN POINTS
As a result, a user’s mental model of how quip integrates with Salesforce becomes misconstrued
02
Undiscoverable Salesforce integrations
There weren’t any existing NUX considerations taken to educate users about Salesforce integrations, where these features live, and how to effectively use them
03
No learnability experience or new user education
THINKING
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How might we improve the discoverability of key Salesforce integrations within Quip?
01
DEFINE AND UTILIZE ENTRY POINTS
Currently there are various paradigms of how you can access certain Salesforce integration features. How can we be more deliberate and conscious of where we want users to see how Quip and Salesforce connect?
Currently there are various paradigms of how you can access certain Salesforce integration features. How can we be more deliberate and conscious of where we want users to see how Quip and Salesforce connect?
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PROPOSED CHANGES
METRICS
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After implementing my proposed changes, we noticed the following performance increases:
02
CONSOLIDATE INTEGRATIONS
Consolidate integrations into a centralized space so users can always come back to one entry point and expect everything they are looking for to surface accordingly.
Consolidate integrations into a centralized space so users can always come back to one entry point and expect everything they are looking for to surface accordingly.
942%
64%
43%
44%
64%
43%
44%
︎︎︎ in Salesforce action engagement
︎︎︎ in Salesforce live app inserters
︎︎︎ in successfuly submitted activity logs
︎︎︎ increase in opening associated records
︎︎︎ in Salesforce live app inserters
︎︎︎ in successfuly submitted activity logs
︎︎︎ increase in opening associated records
03
INCLUDE SUBTLE ONBOARDING + CALLOUTS
Subtly educate users about Salesforce integrations and where these features live
Subtly educate users about Salesforce integrations and where these features live
DESIGN
ENHANCED SALESFORCE CLOUD
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A DESTINATION FOR ALL THINGS SALESFORCE
LOG AN ACTIVITY MODAL
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LOG ACTIVITIES TO SALESFORCE IN QUIP
SALESFORCE RECORD CREATION FLOWS
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CREATING SALESFORCE RECORDS DIRECTLY IN QUIP
