Who are we and what do we do?
Delighterr is an intelligent customer engagement solution for service professionals like wealth managers, recruiters and real estate agents. Delighterr is built on email and connects to CRM to analyze customer interactions to give intelligent recommendations on when/whom/how/with what and facilitates one click actions like give gift, send content, timely emails, send thank you note or recurrent meetings etc.
What is the scope of the project?
The scope of the project is the design (visual and html/css) of a chrome plugin that brings delighterr features to all gmail/chrome users.
· Top bar –daily actions, define plans, engagement feeds, referral tracking, contact listing, account settings
· Side bar that shows contact profile, content, gifts, events, notes etc
· Show one or two buttons to track emails in compose mode along with side bar
Who’s their audience or target market?
Users who use gmail on chrome browser
Who’s their competition?
We typically compete with CRMs in each vertical. In wealth management, it is redtail technology or SFDC. In case of real estate, there are smaller CRM vendors.
What tone or image do we want to portray?
This is a tool that helps engage customers meaningfully. Tone has to be friendly, super easy to interact, intuitive and fun. Chrome plug in that like the most is Nova.AI
What is their ultimate goal and how would we measure it?
Ultimate goal is for the user to engage on the recommended and planned actions to accelerate referrals.
What is the budget?