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Chrome Extension

for Salesforce

Gemnote is a powerful customer engagement tool that helps you create unforgettable customer experiences. The software allows your sales and marketing teams to warm up leads and close more deals through seamlessly sending quality gifts, swag, and greeting cards.


 
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User Persona

Salespeople and Customer Success teams who use both Salesforce Classic and Salesforce Lightning to send gifts at the point of sale opportunity or when a deal is closed.

Understanding the how, when, and why users would benefit from staying on the Salesforce platform to send gifts rather than using the current Gift Manager web application.

 
 

Site Map

A complete map from start-to-finish.

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Ideas

A few quick sketches.

 
 
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High Fidelity Wireframes

It shows all the important elements in the user journey. Most importantly it mirrors the user flow on current Gemnote’s dashboard.

 
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