Cirrus Insight—Redefining Onboarding and Optimizing Pricing Strategies
Transforming a SaaS sales tool into a more intuitive and engaging platform through user-focused design and innovative strategies.
MY ROLE
As the sole UX/UI designer and researcher at Cirrus Insight, I focused on enhancing the user experience by conducting user research and creating intuitive designs. My work aimed to simplify the platform, improve onboarding, and boost overall engagement.
DELIVERABLES
- User Interviews
- High-Fidelity Designs
- Redesigned Website
- Optimized Pricing Strategy
TEAM
Emil (Me): UX/UI Designer
DURATION
4 months
Project summary
Cirrus Insight is a SaaS sales tool that connects Gmail with Salesforce to streamline workflows for sales professionals. Over time, the platform accumulated numerous features, leading to an overly complex interface that alienated its users. Through a complete redesign, we reduced the bounce rate, increased engagement, and simplified the platform by removing underutilized features. The result was a 6% increase in screen time and steady growth in the user base post-launch.
My Contribution
- Conducted 10 user interviews to identify pain points and gather feedback.
- Simplified the interface by removing 15% of underutilized features.
- Designed a new website to enhance the click-through rate, clarify messaging, and improve navigation.
- Collaborated with stakeholders to integrate AI-powered email scanning between Gmail and Salesforce, streamlining workflows.
Users and needs
- Simplified Features: Small business users found the platform overwhelming due to unnecessary features.
- Modernized Interface: Competitors like Outreach and SalesLoft offered sleek, user-friendly interfaces that drew users away.
- Improved Support & Accessibility: Frustration with slow customer support and difficulty navigating the website contributed to higher churn rates.
Outcome statement
The redesign delivered measurable improvements:
- 15% of underutilized features were removed, simplifying the platform.
- A specific user group reported a 0.5% improved experience.
- Post-launch, Cirrus Insight observed steady user base growth.
Highlights
Solution 1: Redesigning the Interface
By conducting user research, we identified features that were rarely used or redundant. Removing 15% of these features allowed us to simplify the interface, reduce clutter, and enhance the overall user experience.
Solution 2: AI-Powered Email Workflow
I introduced an AI-driven feature that scanned and connected emails between Gmail and Salesforce, enabling seamless workflows for sales professionals. A demo video was included to educate users on this feature’s benefits.
Solution 3: Website Overhaul
The website redesign aimed to:
- Increase click-through rates.
- Enhance marketing effectiveness with clear guarantees.
- Improve navigation for users who struggled to find or purchase services.
- Create a more engaging experience to boost brand credibility.
User Personas & Flows
I conducted 10 interviews with active users (0 to 1 year of experience) to understand their workflows, frustrations, and needs. User testing provided valuable insights, which guided design iterations.
Key Design Decisions
Website Awareness
Half of the user base was unaware of the website’s existence, while others struggled with navigation. The redesign focused on accessibility and usability to better serve these users.
Fast Connection Between Tools
Users prioritized a seamless integration between Salesforce and Gmail. We ensured this became a central feature of the redesign.
Simplified Interface
To accommodate busy sales professionals, the platform was made more intuitive and user-friendly.
Interactive Prototype
Learnings
User Engagement:
Connecting with users proved challenging due to their busy schedules. In the future, exploring alternative engagement methods, such as pre-scheduled workshops, could ensure more effective feedback.
Stakeholder Collaboration
Direct communication with the CEO could provide deeper insights into business priorities and guide design decisions to align with strategic goals.
Understanding Business Needs:
A stronger focus on understanding core business requirements earlier in the project would have streamlined decision-making and ensured better alignment with user and organizational goals.
