Revanto Sales SaaS CRM - UI UX Design

Strategy Plan

Strategic Alignment Plan

• Our strategic plan focuses on enhancing sales efficiency, optimizing customer interactions, and driving long-term growth. By aligning UX goals with measurable business outcomes, we ensured each design decision supports user engagement, retention, and scalable product development.

Customer Study

Data-Driven CRM Optimization

• The Revanto Sales SaaS CRM project focused on identifying sales experience gaps through customer feedback. The research informed UI updates for data visibility, dashboard performance, and integration paths. This supported improved conversion tracking, reduced churn during onboarding, and clearer data visualization across key CRM functions.

Key UX Metrics

• 74% - Predictive insights

  Users emphasized the need for better analytics to support decision-making in sales operations.

• 52% - Integration efficiency

  Requests centered on smoother compatibility with existing sales and communication tools.

• 42% - Real-time performance

  Highlighted demand for faster updates to enhance engagement and reduce delays.

User Profile

Persona Breakdown

• The profile provided targeted insight into the lead management flow used by experienced sales professionals. Her behavior, preferences, and decision-making process helped shape key dashboard optimizations related to engagement, feature clarity, and usability.

User Journey

• Observations

  Sarah followed a self-driven flow—identifying needs, researching features, and optimizing independently—highlighting the need for simplified dashboards.

• Negative Quotes

  Low engagement showed missed feature usage, prompting changes to feature placement and onboarding cues.

• Errors

  Minor friction in tool discovery led to layout and navigation adjustments to speed up task completion and reduce churn risk.

User Discussions & Insights

User Feedback in Action

• User discussions and feedback support collaboration between design and product teams, helping refine app to improve user experience, reduce churn rate, and align dashboard components with actual usage patterns.

Key Findings

• 64% - Data Visualization

  Users want simplified data visualization that supports quick interpretation of sales metrics, driving better decision-making through dashboard clarity.

• 82% - Real-Time Updates

  Most users prefer real-time sales data to track performance changes immediately, improving engagement and conversion rate through responsive UI updates.

• 46% - Customer Reports

  Users are looking for easy-to-configure reports that match their workflows and goals, helping increase CSR effectiveness and retention through flexible reporting tools within the dashboard UI.

Problem and Solution

Workflow Issues Refocused

• Sales teams experienced friction due to a disorganized process that slowed down access to key tools and data. Our solution focused on redesigning the dashboard structure, aligning workflows with task priorities to reduce churn rate and increase overall user engagement.

• Problem

  Users faced challenges with complex navigation, leading to inefficiencies in accessing essential features and information.

• Solution

  We identified that users struggled with complex paths, so we simplified the user flow to enhance accessibility and streamline access to essential features. This adjustment improved task completion rates and reduced time spent navigating.

Mobile App

Real-Time Sales Access

• The mobile app provides real-time updates and simplified navigation, allowing sales teams to track performance without delays. Designed as part of the Revanto Sales SaaS CRM ui / ux, it supports personalized insights to increase productivity and reduce friction in mobile workflows.

Frequent UI Actions

• New Opportunity

  Features include opportunity discussions, task details, relevant contacts, and insights about competitors.

• Call Statistics

  Displays key metrics, performance trends, user engagement data, and actionable insights for informed decision-making.

• Customer sentiment

  Presents visually engaging infographics that simplify complex data, enhancing understanding and facilitating informed discussions.

System Usability Score

Evaluation Scores Boost UX

• Our System Usability Score provides a clear measure of user satisfaction with the dashboard, identifying strengths and areas that need improvement. This score helps guide updates to the UI and UX, aiming to increase user engagement and reduce churn rate by making the interface more intuitive and efficient.

Essential User Questions

• Team A

  How easy was it for you to navigate through our system and find necessary information?

• Team B

  Did you find our system’s features intuitive and user-friendly, facilitating a smooth user experience?

• Team C

  How satisfied ar e you with the overall usability of our system in achieving your tasks?

• Our System Usability Score measures overall user satisfaction and helps identify areas where the experience can be improved. Using the System Usability Scale (SUS), a widely accepted tool for assessing perceived usability, the team recorded an average score of 74, placing it in the “Excellent” range.
  
  On a 0 to 100 scale, where 0 represents the worst possible experience and 100 the best, this score demonstrates that the Revanto dashboard effectively meets user needs while delivering a smooth and efficient interface.

Typography and Color

Readable Design for CRM Interfaces

• For Revanto Sales SaaS CRM example, we selected the Urbanist font to create a clean and consistent typographic system that supports quick data interpretation and smooth navigation across the dashboard.
  
  Urbanist’s straightforward style works well with the main color palette of white, light grey, grey, black, and blue, providing a balanced contrast that guides user attention and enhances readability. This approach aims to improve user satisfaction and reduce errors by making content easy to scan and understand during daily sales management.

Branding

Integrated Branding for CRM Experience

• We created a clear branding system applied across signage, posters, and presentation materials. This improved brand visibility during onboarding and internal use, supporting CSR and lowering churn.
  
  We also designed digital assets like UI components, social media templates, and email layouts to maintain consistency across platforms. This helped increase engagement, support retention, and ensure a unified experience across all user touchpoints.

Landing page

Optimized Entry Point for CRM Access

• The project features a landing page designed to guide users quickly into key sales functions. The layout uses clear hierarchy, minimal UI elements, and focused call-to-actions to reduce bounce rate and support faster decision-making.
  
  This structure improves the path to conversion, increases initial engagement, and helps users access core dashboard tools without unnecessary steps. The responsive design supports usability across devices, contributing to higher retention and improved session flow.

Result

User-Centered Results

• The design led to measurable improvements in user engagement, satisfaction, and retention. By simplifying workflows and enhancing the dashboard experience, the Revanto project delivered results aligned with client goals and product objectives.

Performance Overview

• 3.6 - Sales increased

  Streamlined navigation and optimized user flows reduced friction during key tasks, directly supporting conversion growth and helping teams manage sales activities more efficiently.

Next iterations

Expanding Device Support

• Following feedback from Revanto stakeholders, the next version of the design will include a tablet-optimized interface to improve usability in flexible work environments.
  
  This update focuses on simplifying the sales process through responsive layouts and improved navigation, aiming to boost user satisfaction, increase retention, and support a wider range of daily workflows across teams.