Nayansi Jain
10:19 AM
IST
Nayansi Jain
10:19 AM
IST
Nayansi Jain
10:19 AM
IST
Client Satisfaction
AI-Native Sales Dialer system
to ease life of Reps & Managers
Let's imagine this AI as a colleague. We'll call her Maya, what say?
Brief
Create an innovative AI-powered dialer system, for sales teams that streamlines operations through smart lead prioritization, efficient calling methods, real-time assistance, and automated follow-ups.
Role: Competitor research, UX and UI
Task: Identify features, create information architecture and design the final solution
Time limit: 2 weeks
Goal: Create the base layer of the dialer system with Maya (AI) as an integral part.
Oh, and the UI language is predefined by the way.
Research
Who are these people?
Who are these people?
Why do they really need it?
8 Sessions with Mudrex sales reps and managers
How does the flow look like? Where is the time sink? What are their frustrations? Where do they expect help?
8 Sessions with Mudrex sales reps and managers
How does the flow look like? Where is the time sink? What are their frustrations? Where do they expect help?
8 Sessions with Mudrex sales reps and managers
How does the flow look like? Where is the time sink? What are their frustrations? Where do they expect help?
4 Calls made to friends who are founders
What are their expectations from sales? What are their fears? How important is it to speed up the process?
4 Calls made to friends who are founders
What are their expectations from sales? What are their fears? How important is it to speed up the process?
4 Calls made to friends who are founders
What are their expectations from sales? What are their fears? How important is it to speed up the process?
20+ good conversations with reps and founders
“How about we warm them up by sending emails and LinkedIn DMs a week earlier?” "I think I am losing out on good leads"
20+ good conversations with reps and founders
“How about we warm them up by sending emails and LinkedIn DMs a week earlier?” "I think I am losing out on good leads"
20+ good conversations with reps and founders
“How about we warm them up by sending emails and LinkedIn DMs a week earlier?” "I think I am losing out on good leads"
Predefined: Maya capabilities
Let's see what Maya(AI) can do
Let's see what Maya(AI) can do
This defined the scope and constraints of the project
This defined the scope and constraints of the project
This defined the scope and constraints of the project
Send follow up emails
Generate transcripts
Automatically prioritize leads
Parallel Dial multiple calls
Automate repetitive tasks
Help streamline call related operations by automating manual workflows like note taking, or waiting for the call to be picked.
Send follow up emails
Generate transcripts
Automatically prioritize leads
Parallel Dial multiple calls
Automate repetitive tasks
Help streamline call related operations by automating manual workflows like note taking, or waiting for the call to be picked.
Send follow up emails
Generate transcripts
Automatically prioritize leads
Parallel Dial multiple calls
Automate repetitive tasks
Help streamline call related operations by automating manual workflows like note taking, or waiting for the call to be picked.
Automated Workflows
Maya can generate personalized scripts based on prospect info. It can also prioritize the leads. Maya can update the CRM to give a transparent picture to the managers.
Automated Workflows
Maya can generate personalized scripts based on prospect info. It can also prioritize the leads. Maya can update the CRM to give a transparent picture to the managers.
Automated Workflows
Maya can generate personalized scripts based on prospect info. It can also prioritize the leads. Maya can update the CRM to give a transparent picture to the managers.
Ask Maya anything…
Info
Summary of previous day
Collaborate on the call
Take notes
Real-Time Intelligence
Helps make smarter decisions with an after call comprehensive summary of the prospect’s pain points, action items etc.
Ask Maya anything…
Info
Summary of previous day
Collaborate on the call
Take notes
Real-Time Intelligence
Helps make smarter decisions with an after call comprehensive summary of the prospect’s pain points, action items etc.
Ask Maya anything…
Info
Summary of previous day
Collaborate on the call
Take notes
Real-Time Intelligence
Helps make smarter decisions with an after call comprehensive summary of the prospect’s pain points, action items etc.
Training
1
2
3
4
5
Don’t take longer pauses.
Don’t speak low while talking about pricing.
Try to ask more relevant questions before pitching.
Rep Training
Maya gives instant feedback to the rep right after calls to improve their performance.
Training
1
2
3
4
5
Don’t take longer pauses.
Don’t speak low while talking about pricing.
Try to ask more relevant questions before pitching.
Rep Training
Maya gives instant feedback to the rep right after calls to improve their performance.
Training
1
2
3
4
5
Don’t take longer pauses.
Don’t speak low while talking about pricing.
Try to ask more relevant questions before pitching.
Rep Training
Maya gives instant feedback to the rep right after calls to improve their performance.
Everything is editable
AI is well and good but none of it is helpful if the human in the loop does not agree with it.
Everything is editable
AI is well and good but none of it is helpful if the human in the loop does not agree with it.
Everything is editable
AI is well and good but none of it is helpful if the human in the loop does not agree with it.
Finally we are here
I got 3 options for you
Presentation
Get the vibe
Dry humor, might not land
Can access research and figma
Use keyboard arrow keys
Presentation
Get the vibe
Dry humor, might not land
Can access research and figma
Use keyboard arrow keys
Presentation
Get the vibe
Dry humor, might not land
Can access research and figma
Use keyboard arrow keys
Research
Figjam Board
Don't get lost in figma file
View my research and design approach
Don't mind the chaos
Research
Figjam Board
Don't get lost in figma file
View my research and design approach
Don't mind the chaos
Research
Figjam Board
Don't get lost in figma file
View my research and design approach
Don't mind the chaos
Design
Figma Design
Conceptuailzation of features
Checkout Maya capabilities
Sadly UI was a constraint
Design
Figma Design
Conceptuailzation of features
Checkout Maya capabilities
Sadly UI was a constraint
Design
Figma Design
Conceptuailzation of features
Checkout Maya capabilities
Sadly UI was a constraint