At Prospect Path, we’re continually working on ways to improve how users interact with our app. So in 2021, we undertook a significant project to offer users more autonomy over account management, product onboarding, and lead acquisition.
This began with our team completely rethinking the user experience in our app. We wanted to make managing software profiles simple, and make finding the best-fit software buyer even easier. This meant giving you, the user, the ability to manage your own teams, lead programmes, and software products in a way that suits you. We’ve made it possible for software companies to use Prospect Path to create and update software products across comparison sites. During this phase, we found that there are often multiple people in software companies responsible for managing individual software profiles in different industries. People responsible for these profiles needed to only access specific markets, and sometimes had many products meaning the Products page can get a little messy, and that’s why we created a new concept: teams.
Software companies that use Prospect Path can now have multiple teams, and each team can manage multiple products. A team can even be created right from the signup process while a user is creating their account for the first time. Once a vendor has a team associated with their accounts, teammates can be invited via our account management team. The new onboarding process is much quicker and can be done entirely by the users themselves. If you have already set up an account that already have their accounts set up, the transition to this new system should happen automatically, and you can choose how to organize their teams and distribute users within teams.
We also made improvements to our signup flow, allowing users to create an account, and join existing teams. For example, if two teams belong to the same vendor, the onboarding user can also see which products the teams available can manage during the signup process to create their account and identify which products and teammates are already a part of the team they wish to join.
We’ve completely redesigned the home screen with a new dynamic menu to the left showing only the essential information. Users can access the services they have already activated, and can request more information on opportunities they have not signed up for to help them find more software buyers
Another cool feature we are excited about is the “Next steps” bar on the new home screen. When a new user joins, the next steps bar appears at the top of the home page. The “Next steps” bar suggests a set of actions for new teammates to get up to speed with the Prospect Path app. Creating or adding a new product, and joining teams are some of the actions that users can take just by following the suggested steps.
A key component of Prospect Path’s app is the launch of the Activity feed. A simple, yet useful new feature that lists all the recent activity associated with that user’s account - including the ones performed by their teammates, on the home screen. The activity feed includes a time stamp and a category for each activity to help our users keep track of the latest activities in their accounts. The Activity feed tracks any changes made to products, leads, intent data, campaigns, and awards. By clicking on any activity listed on the board the user is instantly taken to the page it refers to making it easy to have an overview of all your campaign activity and tracking any changes. A lot less clicks and a lot of time saved.
With the new improvements to the Prospect Path app, we hope that software companies will find it even easier to manage their software products across comparison sites, as well as connect with their best-fit customers even better than before.
If you’d like to learn more about the Prospect Path app, we’d love to hear from you. You can contact our team at firstname.lastname@example.org