SaaS Design

Sales Platform

Sales and Client Success teams relied on disconnected tools like monthly Excel sheets, on-demand queries to the Support lead, and external platforms such as PipeDrive to track performance metrics. This fragmented process led to inefficiencies, limited visibility into client data, and difficulty prioritizing accounts. The challenge was to design a unified platform that provided essential metrics, user management tools, and note-taking capabilities while balancing diverse team needs.

Role: Senior UX Designer

Client: ManageGo, LLC

Location: New York City, New York

Completion: December 2022

Role: Senior UX Designer

Client: ManageGo, LLC

Location: New York City, New York

Key Achievements:

Architected a centralized metrics hub consolidating data from 6+ disconnected sources into a single interface
Designed a toggle-based data presentation system (percentages vs. raw numbers) to serve divergent team needs without UI bloat
Implemented stock-trading inspired data visualization patterns for rapid trend identification
Established foundational design system components later adopted company-wide

Skills Used

Product Strategy

Data Visualization

Design Systems

User Research

Interaction Design

Solution

Developed an “At a Glance” feature, providing a global overview of key metrics with the ability to toggle between percentages (for Sales) and raw numbers (for Client Success)
Centralized key performance data such as payments, units, sign-ups, and client-specific users into one intuitive interface
Included customizable notes for Sales to track client interactions and a detailed user directory for Client Success to facilitate direct communication
Adopted a data presentation style inspired by stock trading interfaces, enabling users to easily identify trends and fluctuations.
Refined the platform to align with a larger ecosystem, replacing sidebar navigation with a more cohesive integration

Discovery

Conducted interviews with Sales and Client Success teams to identify critical needs and pain points, then translated insights into actionable personas and user flows
Iteratively designed and tested wireframes, incorporating team feedback to address divergent needs (e.g., percentages vs. numbers)
Built a flexible data visualization system to ensure clarity without overwhelming users
Introduced features like real-time data refresh intervals and streamlined navigation for an optimized user experience

Outcome

Design-system components from this project were later adopted company-wide, giving the Sales and Client Success teams a shared foundation for a unified platform. The “At a Glance” hub consolidated metrics from fragmented tools, letting Sales track performance through percentages while Client Success focused on raw data. Client-specific notes and a user directory made it easier to act on account information without switching between systems.

The platform let Sales and Client Success search and engage with clients faster, while reducing the data-fetching burden on Customer Service.

This project streamlined workflows for both the Sales and Client Success teams, consolidating fragmented tools into a unified platform. The “At a Glance” hub provided a centralized view of metrics, allowing Sales to track performance through percentages and Client Success to focus on raw data. By simplifying data visualization and integrating features like client-specific notes and a user directory, the platform enhanced decision-making and efficiency. As one of my earlier projects as a team lead, I honed my ability to prioritize “need-to-have” features over “nice-to-haves” while ensuring the interface remained intuitive and free of bloat. Given the opportunity to revisit this project, I would focus on enhancing internal user identification by incorporating profile photos or color-coding to make collaboration even clearer.

Impact

With the launch of the platform, both the Sales and Client Success teams were able to rapidly search and engage with clients giving them an edge in their performances. Additionally, it freed up the Customer Service team to assist more customers and less time fetching data.

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