This project focuses on designing a modern SaaS platform tailored for Sales Managers and their teams. The goal was to create an intuitive, data-driven interface that helps managers track performance, manage leads, oversee pipelines, and improve sales outcomes. The design prioritizes clarity, quick access to insights, and smooth workflows to support both small and large sales teams.

STAGE 1:
Research & Discovery To understand the needs of Sales Managers and their teams, I began with:

• Stakeholder interviews to clarify business goals (efficiency, visibility, revenue growth).
• Competitor analysis of popular CRM and sales tools (HubSpot, Pipedrive, Salesforce) to identify gaps in usability and differentiation opportunities.
• User research with sales reps and managers, focusing on pain points such as scattered data, difficult reporting, and lack of real-time insights.
• Personas created to capture the different roles: Sales Manager (strategic, oversight), Sales Rep (execution, deal flow).

Key Insights:

• Sales Managers need a big-picture view (dashboards, reports, team performance).
• Reps need fast task flows (lead management, pipeline updates, activities).
• Both groups require clarity, speed, and minimal clicks to get work done.

STAGE 2:
Ideation & Concept Development Building on the research insights, I explored different concepts to balance strategic oversight with operational execution:

• Sketching workflows for lead management, pipeline visualization, and reporting.
• Information architecture mapping to ensure logical grouping of key modules: Dashboard, Leads, Pipeline, Activities, Products, Reports.
• Wireframes & low-fidelity prototypes to test layout, navigation, and data density.
• Iteration through quick feedback cycles with stakeholders to validate direction early.

Concept Focus:

• Dashboards with modular widgets (Conversion Funnel, Team Comparison).
• Kanban-style pipeline for intuitive drag-and-drop deal management.
• Data-driven but approachable visual style (clean UI, clear hierarchy).

STAGE 3:
Design & Prototyping Once the concept was validated, I moved into high-fidelity design:

• Typography: Inter for professional readability.
• Color System: Blues and greys for trust, with green as an accent for growth and success.
• Components: Card-based layout with rounded corners and shadows for hierarchy.
• Consistency: UI kit with buttons, dropdowns, tables, and charts unified across screens.
• Interactivity: Prototypes built in Figma to simulate real workflows.

STAGE 4:
Testing & Validation Before finalizing, I conducted usability testing sessions with potential users:

• Observed how quickly sales managers could find insights in the dashboard.
• Measured ease of managing leads (sorting, filtering, quick actions).
• Tested pipeline drag-and-drop interactions for intuitiveness.
• Collected feedback on reports and widget readability.

Outcome:

• Improved filter discoverability in Leads & Reports.
• Simplified data labels in charts for clarity.
• Added quick-access actions in lead lists to reduce clicks.

STAGE 4:
Final Delivery & Impact The final design system and screens created a scalable SaaS platform with:

• A dashboard-first approach to give managers clarity at a glance.
• Operational efficiency for reps managing leads and activities.
• Flexible reporting tools to support strategic decisions.
• A cohesive, modern design system ready for development handoff.

Stage 4. Fronted and Back end development

The fronted team used: Angular JS, React, Vue JS, HTML5, CSS and JavaScrips technologies.

The back-end team used: Node JS, .NET technologies