SalesOS – B2B CRM SAAS

0 → 1 Product Designer

MVP Design High Fidelity Designs Interactive Prototypes

As the only Product Designer with technical founders. I was tasked with creating an MVP Design for a sales engagement CRM with AI-heavy features and identifying use case(s) where AI and LLMs can be used to build an AI-first product.

CRMs today require a lot of patience from users with their learning curve and complex navigation nested across the application.

We worked on this challenge with guided onboarding with some lean templates that can provide users with an overview of the application.

To improve user navigation, we implemented a command search menu with intuitive keyboard shortcuts to improve feature accessibility.

There are a ton of CRMs in the market. How do we differentiate? We search for opportunities by digging through G2 & Capterra. Gathering and hacking on user frustrations that we could solve with AI for our CRM solution.

Working in an industry with pre-existing solutions is imo great for speed. You can see what worked for your competitors (and can work for you) and sometimes, pitfalls to avoid. This helps build a product faster and leaves more time for the features that set us apart.

Table

We were able to put together an MVP in 12 weeks and have a working prototype that could be presented to investors and early users for feedback and testing.

UI Design of a B2B SaaS CRM's Command Search Menu