Cirrus insight
Enhancing the onboarding experience for Cirrus Insight and identifying strategies to optimize pricing.
MY ROLE
As a UX/UI designer and researcher at Cirrus Insight, I improve user experience by conducting research and creating intuitive designs for our sales platform.
DELIVERABLES
User Interviews
High Fidelity Designs
New Website
New Pricing Sreategy
TEAM
Me - Emil
DURATION
4 months
Project summary
The redesign of Cirrus Insight achieved a lower bounce rate and increased user engagement through an intuitive interface. By removing 15% of underutilized features based on user feedback, we simplified the platform, resulting in a 6% increase in screen time. Post-launch, we observed steady growth in the user base and a 0.5% improvement in user experience for a specific group, demonstrating the effectiveness of our design strategies.
My Contribution
The redesign of Cirrus Insight achieved a lower bounce rate and increased user engagement through an intuitive interface. By removing 15% of underutilized features based on user feedback, we simplified the platform, resulting in a 6% increase in screen time. Post-launch, we observed steady growth in the user base and a 0.5% improvement in user experience for a specific group, demonstrating the effectiveness of our design strategies.
Users and needs
Over time, Cirrus Insight added numerous features to stay competitive, but many users, especially smaller businesses, found the platform overwhelming. This led to confusion and abandonment of the tool. Newer competitors like Outreach and SalesLoft offered simpler, more modern solutions, drawing users away. Additionally, Cirrus Insight’s outdated interface and slower customer support further frustrated users, contributing to higher churn and a shrinking user base.
Outcome statement
As the sole product designer, I led the iterative improvement process. This included conducting user research, fine-tuning interface design elements, and maintaining frequent communication with users. Throughout the project, I sought consultations with more experienced designers to guide decision-making and ensure alignment with best practices.
Key Metrics
-15%
Underutilized features were removed to simplify the interface and enhance user experience
6%
Increase in screen time
0.5 %
improved experience for a specific user group.
Highlights
Connecting Gmail to Saleforce
With Ai that scan and connect all the email for ease workflow
New website
The website has four main goals: increasing the click-through rate, enhancing marketing effectiveness, providing clear guarantees, and creating a more engaging user experience. These objectives aim to build user base , capture interest, and drive meaningful interactions, ultimately strengthening the brand’s online presence and credibility.
User Personas & Flows
10 Interviews with active users from 0 to 1 year of experience
User testing
Key Design Decisions
Website attention
Interestingly, while Cirrus Insight has a website, half of its user base has never used it, with many unaware of its existence. Those who have visited the site often encounter difficulties navigating it or purchasing the service, indicating a need for improved accessibility and user experience.
Fast connection
Most interviewees expressed a strong desire for a fast, seamless connection between Salesforce and Gmail.
Interactive Prototype
Learnings
Research
Connecting with users proved challenging, as their busy schedules limited availability. Next time, I’ll explore alternative approaches to reach and engage them more effectively.
Testing
Once again, I encountered the challenge of users being too busy to connect. In hindsight, speaking directly with the CEO could offer valuable insights into the company’s priorities and clarify business needs. Beyond the difficulty of user engagement, this case study also underscores the importance of deepening my understanding of core business requirements from the outset.
