Revanto Sales SaaS CRM - UI UX Design

We’re facing issues with sales inefficiencies, weak customer engagement, and a lack of insight into future trends.

Emily C. , Emily C.  CIO, Revanto

Emily C.

Emily C. CIO, Revanto

Revanto Sales SaaS CRM desktop application interface shown on a large monitor.

About the project

    • Client

      Revanto


    • Location

      Los Angeles, USA


    • Category

      Dashboard


    • Date

      2024


    • CRM Development | UX & UI Design

      CRM Development | UX & UI Design

    • CRM Developer | UX & UI Design

      CRM Developer | UX & UI Design

    Strategy Plan

    Strategic Alignment Plan

    • We developed a predictive analytics framework that allows the client to identify trends and drive data-informed choices.

      Stan D., CIO

      Stan D.

      CIO

    • We streamlined lead management and identified a critical need for deeper project architecture analysis.

      Victoria P., Design Lead

      Victoria P.

      Design Lead

    • We developed a beautifully designed analytics framework that transforms data into insights, enabling the client to anticipate trends effectively.

      Mari S., Project Manager

      Mari S.

      Project Manager

    • Screenshot of a document view in a CRM SaaS desktop application, displaying sales or management data.

      CRM Development Company | UX & UI Design

    Customer Study

    Data-Driven CRM Optimization

    Key UX Metrics

      • This analysis has provided clarity on customer needs allowing us to tailor our offerings accordingly.

        Michael T., Product Owner

        Michael T.

        Product Owner

      • Screenshot of a CRM SaaS desktop application UI, demonstrating UI/UX design for management.

        Custom CRM Development | UX & UI Design

      • Mobile UI design for the Revanto Sales CRM app shown on an iPhone.

        CRM Software Development | UX & UI Design

      User Profile

      Persona Breakdown

      User Journey

        • Screenshot of a Revanto sales CRM software diagram with users.

          Bespoke CRM Development | UX & UI Design

        User Discussions & Insights

        User Feedback in Action

        Key Findings

          • Diagram of a sales and management flow for the Revanto CRM SaaS software.

            CRM Development Services | UX & UI Design

          • Screenshot of the Revanto Sales SaaS CRM desktop application interface.

            Custom CRM Development Services | UX & UI Design

          Problem and Solution

          Workflow Issues Refocused

          • Diagram depicting a sales management process flow in the CRM desktop app.

            CRM Software Development Services | UX & UI Design

          • iPhone screenshot displaying the mobile UI/UX design for the Revanto Sales SaaS CRM.

            CRM System Development Services | UX & UI Design

          Mobile App

          Real-Time Sales Access

          Frequent UI Actions

            • Screenshot of a mobile phone showing the Revanto Sales SaaS CRM mobile interface.

              CRM Application Development Services | UX & UI Design

            • Screenshot showing the UI/UX design of the Revanto Sales SaaS CRM desktop app.

              Design A Product | UX & UI Design

            System Usability Score

            Evaluation Scores Boost UX

            Essential User Questions

              • Screenshot of the Revanto sales CRM desktop app interface displaying data, metrics, and a meter.

                CRM Development Service | UX & UI Design

              • Digital Product Design | UX & UI Design

                Digital Product Design | UX & UI Design

              Typography and Color

              Readable Design for CRM Interfaces

              • Screenshot of the Revanto Sales SaaS CRM desktop application interface, showcasing UI design for management dashboards.

                User Interface Design | UX & UI Design

              Branding

              Integrated Branding for CRM Experience

              • Illustration of a person using a CRM desktop app for sales management, with a calendar element.

                Product Design Studio | UX & UI Design

              Landing page

              Optimized Entry Point for CRM Access

              • Screenshot of the Revanto Sales SaaS CRM software user interface for sales and management.

                Customer Relationship Management Developer | UX & UI Design

              • Screenshot of Revanto Sales SaaS CRM UI design displayed on laptop and mobile devices.

                CRM Development Services In USA | UX & UI Design

              Result

              User-Centered Results

              Performance Overview

                • Our usability score of 3.6 has tripled, vastly improving overall user satisfaction and system efficiency.

                  Emily C. , CIO, Revanto

                  Emily C.

                  CIO, Revanto

                • Screenshot of the Revanto CRM dashboard with sales data diagram and meter.

                  Dashboard Development | UX & UI Design

                • Screenshot of the Revanto Sales SaaS CRM desktop app interface.

                  Product Design | UX & UI Design

                Next iterations

                Expanding Device Support

                • Addressing our priority task of simplifying sales processes, we received insights that helped us create a version for tablets.

                  Emily C. , CIO, Revanto

                  Emily C.

                  CIO, Revanto

                • Diagram showing the scope of CRM UI/UX design, including dashboard, mobile, and tablet views.

                  Business Development Dashboard | UX & UI Design

                Next work

                If you liked the previous work,
                you will definitely like this one

                  Shall we chat?

                  [email protected]

                  Let’s

                  Image

                  talk

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