Data Presets

Research

UI Design

Activation

Team

Lead Designer

me

Product Manager

Front-End Engineer

Context

People are hesitant when connecting their CRM to new tools (like Crossbeam). Data is their most prized possession and they deserve to have control over what Crossbeam has access to, and how it's used. Data of any kind is a must to use Crossbeam, and we were losing a lot of companies in the activation funnel who just didn't trust us enough to add data.

Timeline

2 months

Goals

  • Increase percentage of companies who connect a CRM to Crossbeam

  • Reduce time between sign up and connecting a CRM to Crossbeam

  • Create trust in Crossbeam and give users assurance in how we use their data

View case study

Coming soon

A data selection interface. On the left, there are data presets that include a brief description and an easy add button to quickly sync 10-30 relevant fields. On the right, every field can be customized and either selected or unselected. There is also content letting the user know if the data is being used to power a part of the platform, so they can make an informed choice.
An introductory modal assuring users that this step will only include syncing there data. This step won't include sharing data with partners or selling their data.
An introductory modal assuring users that this step will only include syncing there data. This step won't include sharing data with partners or selling their data.
An introductory modal assuring users that this step will only include syncing there data. This step won't include sharing data with partners or selling their data.
An introductory modal assuring users that this step will only include syncing there data. This step won't include sharing data with partners or selling their data.
Users can select from required fields, recommended fields, or a fully customizable data ingest. We define recommended as most popular, as that's what we want users to do.
Users can select from required fields, recommended fields, or a fully customizable data ingest. We define recommended as most popular, as that's what we want users to do.
Users can select from required fields, recommended fields, or a fully customizable data ingest. We define recommended as most popular, as that's what we want users to do.
Users can select from required fields, recommended fields, or a fully customizable data ingest. We define recommended as most popular, as that's what we want users to do.
A final modal allows users one last chance to read which fields Crossbeam will have access to. If they want to make changes, there is a customize button that will take them back to the customize data modal.
A final modal allows users one last chance to read which fields Crossbeam will have access to. If they want to make changes, there is a customize button that will take them back to the customize data modal.
A final modal allows users one last chance to read which fields Crossbeam will have access to. If they want to make changes, there is a customize button that will take them back to the customize data modal.
A final modal allows users one last chance to read which fields Crossbeam will have access to. If they want to make changes, there is a customize button that will take them back to the customize data modal.

This website was built with

Framer

/ colors by

Tailwind

/ icons by

Phosphor

/ type by

Nuckle

/ design by yours truly

Instagram

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LinkedIn

This website was built with

Framer

/ colors by

Tailwind

/ icons by

Phosphor

/ type by

Nuckle

/ design by yours truly

Instagram

Letterboxd

LinkedIn

This website was built with

Framer

/ colors by

Tailwind

/ icons by

Phosphor

/ type by

Nuckle

/ design by yours truly

Instagram

Letterboxd

LinkedIn

This website was built with

Framer

/ colors by

Tailwind

/ icons by

Phosphor

/ type by

Nuckle

/ design by yours truly

Instagram

Letterboxd

LinkedIn