Content Strategy For UX

Content Strategy For UX

Content Strategy For UX

Clarifying and redefining terminology for Google Sales CRM.

Clarifying and redefining terminology for Google Sales CRM.

Clarifying and redefining terminology for Google Sales CRM.

The Challenge

Redesigning and redefining content within a legacy application is tough, especially when there are over 35+ projects that are happening simultaneously and designers are using their own copy with no previous guidance.

I had the opportunity to tackle one of the most important terms used in a CRM, "Insight." My goals was to break this word down, get to the root of its meaning, and redefine the way we used it and categorized our insight data.

Redesigning and redefining content within a legacy application is tough, especially when there are over 35+ projects that are happening simultaneously and designers are using their own copy with no previous guidance.

I had the opportunity to tackle one of the most important terms used in a CRM, "Insight." My goals was to break this word down, get to the root of its meaning, and redefine the way we used it and categorized our insight data.

The Problem

Our users are experiencing an increasing amount of noise when it comes to data delivery and our insight adoption and CSAT score was low.
Here are the top issues I had with the way we utilized the term INSIGHT:
  • It was used throughout the UI to describe multiple types of data.
  • Users did not know how to parse through, take action, or prioritize certain data because it was categorized similarly.
  • Insights were expected to be regarded as top-tier pieces of information by users.
  • The term "insight" had no set definition, structure, or quality threshold.
  • Users reported feeling overwhelmed by the quantity of insights they had to go through daily.
  • Users deemed the quality of the insights as low.

The Research

After holding a workshop with stakeholders on terminology, researching, working cross-functionally, and analyzing the problem through a content lens, I realized that the reason our users felt so overwhelmed by the data was because it was lacking categorization. What our team had been doing instead of categorizing the data was creating new features to house the data they deemed "different" leading to users having too many emails to open, tabs to click, and uncategorized data to parse through.

The Solution

The Solution

Recategorize the data under new and defined terminology. This will reduce the noise and raise CSAT scores on data usefulness.

Recategorize the data under new and defined terminology. This will reduce the noise and raise CSAT scores on data usefulness.

How I categorized the data

How I socialized this as a solution

How I socialized
this as a solution

  • Engaged 1 on 1 with teammates and stakeholders to gather feedback.

  • Involved 1 respected designer that I had worked with previously on defining terms and who believed this solution was necessary. This gave my project more credit.

  • Found other teammates looking to solve this issue and teamed up for better results.

  • Created a deck to be able to present to leads and stakeholders.

  • Took the feedback I was given and tweaked where necessary while staying to true to what I believed would work.

The Results

An example of how recategorizing and redefining the data positively affected the information architecture and design.

Current: The data is supposed to inform the user on how much their customer is spending on social

versus how much the average spend within that industry.


Edit: After assessing the card information it was clear this fell under the "Google Insight" category

because the recommendations here are made to benefit Google. We then redesigned the IA.

Current: The data is supposed to inform the user on how much their customer is spending on social

versus how much the average spend within that industry.


Edit: After assessing the card information it was clear this fell under the "Google Insight" category

because the recommendations here are made to benefit Google. We then redesigned the IA.

Next project

Content strategy for marketing