I was hired to consult and help them figure out the best way to enhance usability on their standalone platform
Reachable is a product developed to show your “social proximity” to someone in your sales channel (vs. the typical physical proximity). Think 6 degrees of Kevin Bacon and you’re on the right track to understanding the idea behind this product
Originally developed as both a Salesforce plugin and a standalone app, the standalone app had reached the point where showing the more complicated social connections had become confusing to the user.
Taking a holistic approach in updating the app, I focused the team on being specific about the types of interactions that would be the most valuable to their user base to see vs. the “throw it up against the wall and see what sticks” mentality that is often used in initial design phases of complicated information.
With this approach and the inventory of the current interactions already existing on the site, we were able to put together the framework to enhance the standalone platform. We then took the established approach we had built out for the standalone app to see if there were any places that we could make the Salesforce integration easier to digest.