UX and CRO for Salesforce

UX and CRO for Salesforce
Project Date
Services Provided

Small businesses can face many problems when starting out. One that might be overlooked is how, with an ever-expanding workload, they might not have time to dedicate to all of their customers. We created a tailored experience that speaks to and celebrates the unique challenges of small businesses.


Create a tailored experience that speaks to and celebrates the unique challenges of small businesses.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.
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  • sdfdsfs
  1. sddf
  2. sdfsdf

When I was working in Atomic, I worked on a lot of projects with Salesforce, but one, in particular, stands out.

The insight

Small businesses no longer have the they dedicated to their first customer.  Salesforce wanted to remind them that they still can.

The solution

With a purpose-built landing page and self-assessment tool, sales managers could test themselves and get the resources they need to improve. I worked with the team to develop the user journey from first campaign contact to tool completed and ensured this was surfaced through the UX on the page.

See the campaign video below:

If you need some advice or help to ensure your content journey is up to scratch, let's see how I can help.

Let's talk about your project >>

Let’s make content work for your business.
Contact me now