AI Sales Activation at Scale
Designing intuitive, powerful engagement tools for enterprise sales teams
8 min
My main project during my 2 years at Aptivio was to create an AI-powered Revenue Growth cross-platform tool for Network Sales combined with real Buyer Intent. Everyday, Marketing and Sales teams target qualified accounts in order to increase engagements and close deals. I designed a full featured web application that took care of this need.
Industry
AI, Sales Enablement, B2B SaaS
Role
UX Designer
Full-Stack Product Designer
Project Duration
2 years (2023–2025)
Focus
UX Strategy
Prototyping
Design System
Go-To-Market Tools
→ Context
At Aptivio, a trailblazer in AI-driven B2B sales, I had the chance to dive deep into systems design, UX strategy, and go-to-market innovation. Over two thrilling years, I collaborated closely with product leadership, data scientists, and engineers, shaping amazing experiences.
→ Challenge
Our mission was to move beyond static sales campaigns. The sales universe was filled with noise — disjointed data, irrelevant leads, missed signals. Our goal was to design a platform where intent data and behavioral signals could illuminate the right paths, empowering users with real-time, contextual guidance.
It wasn’t just about visualizing data — it was about bringing hidden revenue opportunities into orbit and making them actionable.
It wasn’t just about visualizing data — it was about bringing hidden revenue opportunities into orbit and making them actionable.
→ Discovery & Insight
In the early discovery phase, I worked hand-in-hand with users, stakeholders, and leadership. Through continuous exploration, we mapped out diverse personas, surfaced friction points, and created what we called the "MOVE Framework." Match Opportunity, Validate Buyer Intent, Engage, and Learn from Results.
Our observations were profound: Salespeople didn’t want just a telescope to spot distant opportunities — they wanted a spacecraft to reach them, intuitively guided through each decision point.
Our observations were profound: Salespeople didn’t want just a telescope to spot distant opportunities — they wanted a spacecraft to reach them, intuitively guided through each decision point.
→ The Launch of Boon
With Boon, Aptivio expanded into new galaxies. The design systems, workflows, and UX philosophies I contributed to in Aptivio directly fueled Boon's birth. Dynamic audience logic, multi-touch orchestration, and buyer engagement principles were all foundations I helped build.
In a way, Boon became our space station — a permanent orbit around the needs of modern sellers.
Read more about Boon Design SystemIn a way, Boon became our space station — a permanent orbit around the needs of modern sellers.
→ Results
Our work sparked real movement in the industry. By integrating with key CRM platforms like Oracle, Salesforce, and Microsoft, we enabled users to act on insights where they already worked. Adoption was driven not by mandates, but by intuitive design, seamless onboarding, and visible impact. Insights from user interviews and usage patterns confirmed that a contextual, system-integrated experience outperformed standalone tools by far.
When benchmarked against leading tools like Apollo, Buzz, and Regie.ai, Aptivio's experience felt truly differentiated — smooth, empowering, and grounded in real behavior science.
When benchmarked against leading tools like Apollo, Buzz, and Regie.ai, Aptivio's experience felt truly differentiated — smooth, empowering, and grounded in real behavior science.
“We don’t just surface leads. We coach in context. George helped make that real.” — Product Owner, Aptivio
“I truly loved working with you. Thank you for your great contributions to Boon.ai branding and UX” — CEO, Aptivio
Big thanks to DOOR3's UX magic team, who helped us a ton. 🪄
