Digital Sales Room

Digital Sales Room

Conducted seller workshops and leveraged Claude Code to rapidly prototype proof-of-concept experiences, accelerating feedback gathering, validation and requirement definition for a new Digital Sales Room experience.

Conducted seller workshops and leveraged Claude Code to rapidly prototype proof-of-concept experiences, accelerating feedback gathering, validation and requirement definition for a new Digital Sales Room experience.

The Problem

Sellers need a simple way to share discovery insights and customer value in a concise, compelling experience. Today, these critical parts of the sales cycle are fragmented, with assets and conversations spread across emails, shared drives, and Slack channels, creating unnecessary friction.

What if we could leverage agents and a clean interface to unify all of this data into a single space (across discovery, ROI and pricing), to help sellers engage with customers more seamlessly across the deal cycle?

Seller + Customer Research

Conducted various rounds of user research, conducted multiple rounds of workshops with sellers, synthesized market research on digital sales rooms (e.g. from Gartner), and gathered existing internally-conducted research to deepen our knowledge. We leveraged AI to help synthesize and find patterns across all our sources of research, and came back with a POV and recommendation list for our stakeholders.

AI-Assisted Design: Proof of Concept

With a tight timeline, we needed to validate ideas quickly while clearly articulating our vision. I leveraged Claude Code to rapidly vibe code a prototype that brought the concept to life. This prototype supported early pitches and demos with stakeholders and leadership, helping spark alignment and momentum, while also serving as a tangible proof of concept for sellers to interact with and provide meaningful feedback.

Shaping the PRD

After synthesizing the user research findings, we conducted a series of readouts with our Product Owner, SVP, and key stakeholders to align on insights and implications. We then partnered closely with the Product Owner and development team to translate these insights and recommendations into the PRD, making sure the requirements reflect our validated user needs and priorities.

This project is still a work in progress. Stay tuned!

PROJECT TEAM

Lindy Wong / Design

Alice Rigamonti / Design

Shiyu Liu / Design

Ziv Barzilay / Product Owner

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