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Loop: capture leads with 3 swipes at networking events
Loop is an elegantly designed mobile app that allows sales to quickly capture prospects’ info in as little as 3 swipes. It is an original concept I had while working at a startup when I learned about the marketing team’s troublesome process during event lead capturing.
MY ROLES
The lead product designer for the entire concept development of Loop. In order to focus on a user-centric solution, I collaborated closely with my target users - our sales and marketing manager - to understand their pain points and needs.
CHALLENGES
The biggest challenges our target users face are human errors and forgetfulness. While collecting prospect’s information at a distracting environment - such as an event venue - where anything could happen, our users can easily entered the wrong name, email address, or company info.
Strategies
In order to define product requirements and goals, interviews were conducted where users were asked to describe their lead capturing process. Then, user journey maps and personas were used to help the designer visualize users' pain points and goals. Through auditing other lead capturing tools, it was clear that most products emphasize on providing a
holistic solution that ties together the lead generation process. Loop stands out from its competitors by focusing on increasing the speed and accuracy of the capturing process. To validate certain design decisions, the user was presented prototypes which enabled the designer to collect feedback and reiterate.
Results
Loop’s core design principles include speed, accuracy and qualitative insight.
SPEED
To increase the collection speed, a typical lead capture flow in Loop can be as quick as 3 steps. First, enter the prospect’s Twitter id (or email). Then, select follow up items. Last, save contact. To make it even faster to record follow up items, each item is represented by an icon. The user can select multiple items simply by tapping on the icons.
SPEED
A typical lead capture flow in Loop can be as quick as 3 steps. First, enter the prospect’s Twitter id (or email). Then, select follow up items. Last, save contact. To make it even faster to record follow up items, each of them is represented by an icon. The user can select multiple items simply by tapping on the icons.
ACCURACY
QUALITATIVE INSIGHT
Twitter accounts are preferred not only because they give access to the prospect’s full name, company and position, but also their interests and latest activities. As a result, sales teams can then follow up with more personalized messages.
ACCURACY
Preventing input errors is one of the top priorities of Loop because info accuracy is the key to successful conversions. Instead of manually typing in a prospect's full name, contact method and follow up items, Loop retrieves all the important info from the prospect's Twitter account. When it comes to recording follow up items, all the user needs to do is to tap on the icons that represent different follow up tasks.
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