Revanto AI Powered CRM Software | UI UX Design

Strategy Plan

Strategic Alignment Plan

• The strategy focused on three interconnected outcomes: enhancing sales efficiency, optimizing customer interactions, and driving long-term growth. By aligning UX goals with measurable business outcomes, every design decision supported user engagement, retention, and scalable product development from day one rather than as afterthoughts layered onto a shipped product.

• Three principles anchored the response. Predictive analytics that identify trends before they appear in traditional reports. Streamlined lead management that removes coordination overhead from daily sales work. Data visualization that transforms raw information into insights sales teams can act on immediately. Each principle came from specific stakeholder input, and each shaped a specific set of interface decisions downstream.

Customer Study

Data-Driven CRM Optimization

• The Revanto project focused on identifying sales experience gaps through customer feedback rather than assumption. The research informed UI updates for data visibility, dashboard performance, and integration paths across every user segment. That evidence base supported improved conversion tracking, reduced churn during onboarding, and clearer data visualization across the CRM functions sales teams touch daily.

Key UX Metrics

• 74% - Predictive insights

  Users emphasized the need for better analytics to support decision-making in sales operations, confirming the strategic direction the team had already prioritized.

• 52% - Integration efficiency

  Requests centered on smoother compatibility with existing sales and communication tools, pointing to the specific interoperability work that would shape platform architecture.

• 42% - Real-time performance

  Users highlighted demand for faster updates to enhance engagement and reduce delays across the interactive surfaces of the platform.

User Profile

Persona Breakdown

• The persona work provided targeted insight into the lead management flow used by experienced sales professionals. Sarah's behavior, preferences, and decision-making process helped shape key dashboard optimizations related to engagement, feature clarity, and usability, giving the design team specific anchors rather than abstract audience descriptions.

User Journey

• Observations

  Sarah followed a self-driven flow, identifying needs, researching features, and optimizing independently, highlighting the need for simplified dashboards that support autonomous workflows rather than guided ones.

• Negative Quotes

  Low engagement showed missed feature usage, prompting changes to feature placement and onboarding cues so key functionality would be discoverable without requiring training sessions.

• Errors

  Minor friction in tool discovery led to layout and navigation adjustments to speed up task completion and reduce churn risk during the moments where users most often abandoned the platform.

User Discussions & Insights

User Feedback in Action

• User discussions and structured feedback sessions supported collaboration between design and product teams, helping refine the app to improve user experience, reduce churn rate, and align dashboard components with actual usage patterns rather than assumed workflows.

Key Findings

• 64% - Data Visualization

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

• 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. This is the highest-priority pain point in the entire research set.

• 46% - Customer Reports

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

Problem and Solution

Workflow Issues Refocused

• Sales teams experienced friction from a disorganized process that slowed down access to key tools and data. The solution focused on redesigning the dashboard structure, aligning workflows with task priorities to reduce churn rate and increase overall user engagement across every stage of the sales cycle.

• Problem

  Users faced challenges with complex navigation, leading to inefficiencies in accessing essential features and information across the moments where they most needed both.

• Solution

  The team identified that users struggled with complex paths, so the user flow was simplified to enhance accessibility and streamline access to essential features. This adjustment improved task completion rates and reduced time spent navigating, giving the operational customer relationship management system work the specific efficiency gains that separate a working sales CRM from a legacy tool retrofitted for modern use.

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 ecosystem, it supports personalized insights that increase productivity and reduce friction in mobile workflows where sales professionals spend increasing portions of their working day.

Frequent UI Actions

• New Opportunity

  Features include opportunity discussions, task details, relevant contacts, and insights about competitors. Sales reps see the full picture at the moment they need to act, without switching between separate research tools.

• Call Statistics

  The screen displays key metrics, performance trends, user engagement data, and actionable insights for informed decision-making, giving managers real visibility into team activity without waiting for end-of-week reports.

• Customer sentiment

  Visually engaging infographics simplify complex data, enhancing understanding and facilitating informed discussions with prospects and existing accounts. This is where the crm customer relations management work earns its keep, because sentiment analysis is only useful if it lands inside the moment where a sales rep can act on it.

System Usability Score

Evaluation Scores Boost UX

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

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?

• 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 across sales workflows.

Typography and Color

Readable Design for CRM Interfaces

• Urbanist anchors the type system for Revanto, creating a clean and consistent typographic foundation that supports quick data interpretation and smooth navigation across the dashboard. The typeface handles the specific density that sales interfaces demand, from pipeline readouts to opportunity scores, without introducing visual fatigue during long working sessions.

  Urbanist's straightforward style works well with the main color palette of white, light grey, grey, black, and blue, providing balanced contrast that guides user attention and enhances readability. This approach improves user satisfaction and reduces errors by making content easy to scan and understand during daily sales management. Each color plays a functional role rather than decorating around the data, which is the specific discipline that separates working sales dashboards from generic CRM aesthetics.

Branding

Integrated Branding for CRM Experience

• The team created a clear branding system applied across signage, posters, and presentation materials. This improved brand visibility during onboarding and internal use, supporting CSR quality and lowering churn during the moments where sales teams most often abandon underperforming tools.

  Digital assets like UI components, social media templates, and email layouts extend the same system across platforms. That consistency helped increase engagement, support retention, and ensure a unified experience across every user touchpoint, giving the ai powered crm system work the visual coherence enterprise sales buyers expect from serious vendors.

Landing page

Optimized Entry Point for CRM Access

• The landing page was 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 at the moment when prospects are evaluating platforms.

  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 across every entry point sales professionals use to evaluate CRM tools.

Result

User-Centered Results

• The design led to measurable improvements in user engagement, satisfaction, and retention across every metric the team measured. By simplifying workflows and enhancing the dashboard experience, the Revanto project delivered results aligned with client goals and product objectives, producing measurable outcomes for both sales teams and the executives who evaluate CRM performance.

  The rebuild marks a real digital transformation of sales CRM operations, moving the category out of the legacy pattern that has treated sales data as backward-looking reports and into the predictive model that modern sales operations require to compete.

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 across every stage of the pipeline.

• SUS score of 74 (Excellent range)

  The System Usability Scale measurement puts Revanto in the top usability tier, confirming that the design work landed at the specific quality bar sales professionals reward.

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.