Salesforce CRM - SaaS Software & UX UI Design

Logo Design

The method behind our logo creation

• During the brand design phase, the team merged “S” and “F” to embody the essence of Salesforce CRM - SaaS Software project. This concept formed a sharp, professional, and flexible symbol that reinforces the platform’s identity.
  
  The logo adapts easily and stays distinct across all touchpoints - from SaaS dashboards to corporate presentations.

Mobile app

Responsive layouts that fit every screen

• When designing the Salesforce CRM - SaaS Software ui / ux, the team prioritized flexibility, clarity, and intelligent features. Every interface component was built to anticipate user workflows - from AI-driven lead insights to real-time sales updates.

Mobile App Experience

• AI-Powered Insights

  Personalized client recommendations derived from user interactions, historical sales data, and real-time market trends.

• Streamlined Workflow Management

  Effortless process from lead qualification to opportunity closure, reducing administrative burden and minimizing manual entry times.

• Integrated Communication Solutions

  Secure and diverse communication channels, including direct messaging and integrated calling, to facilitate quick and essential client interactions.

Strategy

The foundation of our project plan

• From the start, the team adopted a client-driven strategy, aiming to elevate CRM workflows through structured, user-first design. By embedding automation tools, refining the dashboard, and continuously validating features through testing, we delivered a CRM that’s smart, scalable, and aligned with enterprise needs.

Problem & Solution

Recognized obstacles and applied fixes

• User research revealed that managing leads across systems felt disjointed, slow, and unclear - resulting in delayed follow-ups and missed deals.
  
  To solve this, the team introduced AI-driven automation that connects channels and streamlines lead flow. This improvement not only saves time but also empowers sales teams with clarity - turning inefficiencies into a smart, scalable workflow.

• Problem

  Lead tracking across multiple platforms is slow and fragmented, resulting in inefficiencies and lost revenue.

• Solution

  By integrating automation across the pipeline, we unified lead tracking and improved overall responsiveness.

Landing page

Building web pages that drive results

• The landing page was crafted as a clear, compelling gateway into the Salesforce CRM platform. Our team prioritized a smooth user journey that highlights the system’s strengths through focused messaging, sleek visuals, and actionable data insights.
  
  We incorporated authentic research, team testimonials, and key performance indicators to build a narrative that feels trustworthy and engaging.
  
  The outcome is a modern, conversion-driven page that embodies the CRM’s efficiency, intelligence, and reliability.

User Research

The product evolves through user feedback

• Through extensive research sessions, the team uncovered core challenges that guided every product decision we made. These findings led us to focus on clarity, speed, and adaptability - ensuring the CRM experience is efficient, seamless, and aligned with business workflows.

• 76% of users struggle to

  Track leads across multiple channels in real time.

• 61% experience delays

  When updating customer records or syncing data.

• 58% find it difficult to

  Generate reports aligned with their department goals.

UI Elements

Components built for clarity and efficiency

• Our design system includes a comprehensive set of UI elements tailored for Salesforce CRM workflows.
  
  We developed intuitive buttons, dropdowns, and input fields optimized for quick data entry and seamless navigation. Clear icons and informative tooltips guide users, reducing errors and enhancing productivity.
  
  Modular card layouts and responsive tables enable efficient data visualization, adapting smoothly across devices without compromising detail or usability. This cohesive UI toolkit supports a user-friendly, scalable CRM experience.

Branding

Developed a solid, reliable visual identity

• To establish trust, cohesion, our team, developed a unified, consistent brand system for Salesforce CRM. Every campaign item was built and stored in our unified brandbook.
  
  This approach ensures consistent Salesforce CRM branding is unified across all platforms - from web email campaigns and social media to conference booths and branded apparel.
  
The outcome is a CRM identity that feels trustworthy, dynamic and immediately memorable.

Key User Metrics

• 83% of sales reps

  Rely on the dashboard daily - real-time access drives pipeline accuracy.

• 64% of sales leads

  Are qualified through automated flows, proving the strength of guided selling logic.

• 73% of managers

  Use built-in analytics weekly, improving team performance and forecasts.

Result

The results delivered by our work

• In Salesforce CRM - SaaS Software example, we streamlined CRM workflows by redesigning key features, simplifying complex data entry, and improving task automation. These enhancements reduced manual effort, minimized errors, and significantly boosted overall user productivity and satisfaction.

Conversation Rate

• We achieved an 85% adoption rate among sales teams actively managing pipelines within the platform. This strong engagement reflects the system’s intuitive design and its ability to meet real-world sales processes effectively.
  
  Additionally, the improved CRM interface contributed to a 30% faster deal closure rate, demonstrating tangible impact on sales performance and revenue growth.

Next Iteration

Moving forward with future goals

• Having successfully launched the core CRM platform, the team is now advancing toward enhanced integrations and improved system scalability.