Seismic for meetings

BRIEF

Taking meetings for sellers to the next level

Sales cycles depend on effective meetings. Traditionally, sellers used meetings to engage, present, and close deals. Many tools ignore what happens after the meeting, like reviewing content and follow-up tasks. Seismic Software fills this gap by streamlining preparation, presenting, and follow-up. This helps sellers evaluate content success, improve follow-up, and close more deals efficiently.

We’ve added our AI tool, Aura, to enhance this process. After each meeting, Aura creates a summary with key points and decisions. It lists tasks to ensure nothing is missed and suggests helpful content to share. Aura also lets users ask questions about the meeting for quick answers, saving time. Using Aura, sellers get better insights and follow-up support, leading to stronger engagement and faster sales.

My role

Spearheaded the end-to-end UX design and strategy for Seismic for Meetings, a critical new feature aimed at transforming how enterprise sales teams collaborate. My role encompassed leading the discovery phase, guiding the design process, and ensuring the successful implementation of a solution that significantly boosted user engagement and efficiency.

Team

👨🏻‍🎨 👩🏻‍🎨 2 Senior designers

👩🏻‍💼 👨🏻‍💼 2 Product managers

BUSINESS IMPACT

$8M in current sales pipeline
2.5K pieces of content shared per month
5K meeting participants per month

THE DISCOVERY

During the discovery phase, I helped the team build a strong foundation for the project. I led the effort to identify key user groups and worked on designing the interview process, making sure our user research included a variety of perspectives that shaped how we defined the problem.

Main task

HMW design a sales enablement tool for meetings that seamlessly integrates preparation, presentation, and follow-up stages of the seller journey, empowering them to close more deals and achieve higher sales productivity.

Talking to sellers

To understand seller needs, we conducted interviews with both internal and external teams. We explored their meeting preparation process, content presentation methods, and desired post-meeting insights.

Ideation

Leveraging seller insights, we conducted collaborative ideation sessions to define user flows, information architecture, initial wireframes, and the overall UI direction.

Prototyping

We developed prototypes for usability testing with internal sellers. This valuable user feedback allowed us to refine the design, enhancing its functionality and user-friendliness.