Sales platform:
Enhancing Remote Sales Collaboration

Sales Platform Main

Before the redesign, sales reps had to toggle between the platform and external note apps, losing context and creating data gaps in the CRM.

Role:

Product Designer at Gondola.ai

Activities:

Research, Information architecture, Prototyping, Visual design

Improving pipeline with sales health score

A pipeline is the core of any sales process - it's a visual, structured way to track buyers as they move through purchase stages. The existing pipeline lacked the UI clarity and differentiated features needed to stand out in a competitive market.

Pipeline with sales health score
Pipeline detail view
Pipeline health score detail
Pipeline view extended

Redesigning Onboarding for a Faster First Run

To streamline the initial setup process and ensure users land on a fully functional platform, I redesigned the onboarding experience. The new design integrates essential settings directly into the onboarding flow, enabling users to configure vital features effortlessly from the start.

Onboarding redesign
Onboarding flow detail
Onboarding settings

In-built notes editor

I designed a note-taking tool built around how sellers actually work during calls - with pre-inserted CRM fields and rich text formatting to minimize friction and improve data quality.

In-built notes editor