Zenreach.aI
(Company name changed due to NDA)
Overview
Zenreach is a comprehensive B2B sales platform designed to streamline complex sales cycles, enhance team collaboration, and drive customer retention through data-driven insights.
My Contribution
UX Strategy, Wireframe, Hi-fi prototype, Design system
Team
Design, Eng, PM
Time
March 2025 - Now
context
The company launched an AI SDR (Sales Development Representative) feature last year that helps users generate AI-powered email campaigns.
problem
How can we Bridge the prospect gap
How might we streamline the workflow so that identifying, qualifying, and reaching out to prospects becomes an end-to-end experience?
“If there's an easier way to build a prospect list without spending so much time collecting data.”
Goal
Our goal is to boost the speed and scale of outbound messaging by using AI to build a smart pipeline between businesses and potential customers or partners.
context
The company launched an AI SDR (Sales Development Representative) feature last year that helps users generate AI-powered email campaigns.
problem
How can we Bridge the prospect gap
How might we streamline the workflow so that identifying, qualifying, and reaching out to prospects becomes an end-to-end experience?
“If there's an easier way to build a prospect list without spending so much time collecting data.”
Goal
Our goal is to boost the speed and scale of outbound messaging by using AI to build a smart pipeline between businesses and potential customers or partners.
Solution
New feature: Prospect Agent
The Prospect Agent helps users effortlessly discover potential customers or partners with advanced filters like industry or company size, and also AI-powered research. This new feature integrates seamlessly with existing CRM data, making prospecting smarter and more personalized from the start.
Once user identified the right prospects, transferring them to the AI SDR is just one click away. The system automatically generates contextual prompts and campaign content based on each prospect’s profile. With customizable templates tailored to key attributes, it bridges the gap between prospect discovery and outreach—creating a seamless, high-converting pipeline.
1.1 - Testing prototype of prospect agent
VIDEO
1.1 - Testing prototype of prospect agent
VIDEO
Solution
New feature: Prospect Agent
The Prospect Agent helps users effortlessly discover potential customers or partners with advanced filters like industry or company size, and also AI-powered research. This new feature integrates seamlessly with existing CRM data, making prospecting smarter and more personalized from the start.
Once user identified the right prospects, transferring them to the AI SDR is just one click away. The system automatically generates contextual prompts and campaign content based on each prospect’s profile. With customizable templates tailored to key attributes, it bridges the gap between prospect discovery and outreach—creating a seamless, high-converting pipeline.
1.1 - Testing prototype of prospect agent
VIDEO