For V1, I led discovery with four enterprise clients who expressed early interest including IBM, Workday, Gartner, and Cisco. Research focused on how sales teams consume event data, what level of access felt safe, and which actions mattered most inside Salesforce. Key findings showed sales teams think in account level views, require read only access to protect data, and prioritize quick actions such as registration, nominations, agenda visibility, meetings, and engagement signals over raw analytics.

This project required close coordination across teams that spoke different product languages. I acted as the bridge between RainFocus product teams, Salesforce developers, and API partners. For V2, I established a weekly cross functional working session supported by a shared site map that translated RainFocus features into Salesforce mental models. These sessions aligned scope, clarified technical constraints, and ensured product, design, and engineering decisions stayed grounded in client needs and platform expectations.

Design work progressed rapidly from low fidelity concepts to high fidelity prototypes within weeks for both releases. V1 focused on presenting event data in a Salesforce native way using the Salesforce design library while respecting platform patterns. V2 expanded the experience to include Meetings, Targeted Agendas, and Nominations, requiring me to quickly learn three new RainFocus product areas and redesign their workflows for a Salesforce audience. Prototypes were reviewed weekly, allowing development to begin in parallel and reducing downstream risk.

Early prototypes were validated directly with enterprise clients and internal sales stakeholders. Testing confirmed strong demand for read only visibility, account level insights, and fast contextual actions over deep configuration. Clients responded positively to the clarity and restraint of the experience, reinforcing that trust and simplicity were critical to adoption in sales environments. Feedback from V1 directly shaped V2 priorities and helped maintain momentum and client excitement between releases.

This project delivered two successful Salesforce AppExchange releases that strengthened RainFocus’s enterprise partnerships and positioned the product as a bridge between event marketing and sales teams. Beyond shipping, the work established a scalable design foundation that executives and sales leaders used in client conversations and company wide demos. As the sole UX designer, I navigated platform constraints, aligned cross functional teams, and translated complex product ecosystems into intuitive enterprise experiences under aggressive timelines.

For V1, I led discovery with four enterprise clients who expressed early interest including IBM, Workday, Gartner, and Cisco. Research focused on how sales teams consume event data, what level of access felt safe, and which actions mattered most inside Salesforce. Key findings showed sales teams think in account level views, require read only access to protect data, and prioritize quick actions such as registration, nominations, agenda visibility, meetings, and engagement signals over raw analytics.

This project required close coordination across teams that spoke different product languages. I acted as the bridge between RainFocus product teams, Salesforce developers, and API partners. For V2, I established a weekly cross functional working session supported by a shared site map that translated RainFocus features into Salesforce mental models. These sessions aligned scope, clarified technical constraints, and ensured product, design, and engineering decisions stayed grounded in client needs and platform expectations.

Design work progressed rapidly from low fidelity concepts to high fidelity prototypes within weeks for both releases. V1 focused on presenting event data in a Salesforce native way using the Salesforce design library while respecting platform patterns. V2 expanded the experience to include Meetings, Targeted Agendas, and Nominations, requiring me to quickly learn three new RainFocus product areas and redesign their workflows for a Salesforce audience. Prototypes were reviewed weekly, allowing development to begin in parallel and reducing downstream risk.

Early prototypes were validated directly with enterprise clients and internal sales stakeholders. Testing confirmed strong demand for read only visibility, account level insights, and fast contextual actions over deep configuration. Clients responded positively to the clarity and restraint of the experience, reinforcing that trust and simplicity were critical to adoption in sales environments. Feedback from V1 directly shaped V2 priorities and helped maintain momentum and client excitement between releases.

This project delivered two successful Salesforce AppExchange releases that strengthened RainFocus’s enterprise partnerships and positioned the product as a bridge between event marketing and sales teams. Beyond shipping, the work established a scalable design foundation that executives and sales leaders used in client conversations and company wide demos. As the sole UX designer, I navigated platform constraints, aligned cross functional teams, and translated complex product ecosystems into intuitive enterprise experiences under aggressive timelines.