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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