Case Study
SaaS Customer Management & CPQ Platform
- Year
- 2025
- Company
- European Financial Services Company
- Role
- Product Designer
- Category
- Enterprise SaaS
Problem
Modern B2B sales teams often rely on multiple disconnected tools to manage customers, pricing, quotes, and contracts. This leads to inconsistent data, slower deal cycles, and inefficient collaboration between sales, finance, and operations. There is a need for a unified platform — one that centralizes customer records, streamlines quoting, and automates contract management.
Process
Stakeholder Alignment
Collaborated with product and sales stakeholders to define core workflows for managing customers, offers, and contracts.
Research & User Interviews
Researched CRM/CPQ tools and interviewed target users to understand their needs, pain points, and mental models.
Information Architecture
Mapped key user flows and designed the information architecture, dashboard structure, and core screen inventory.
Wireframing
Created wireframes for key screens and refined them through iterative feedback cycles and usability checks.
Design System
Built a scalable, consistent design system in close collaboration with developers to ensure reliable implementation.
Development Handoff
Delivered final UI designs with clear handoff documentation, ensuring developers had everything needed to build accurately.
Solution
A unified B2B SaaS system that centralizes customer, offer, and contract management in one place. It streamlines the CPQ process by allowing users to easily manage client records, configure and send offers, and automatically convert approved offers into contracts. The interface features a data-driven dashboard, structured customer and offer management pages, and streamlined contract tracking. A flexible design system ensures consistency across components, while scalable layouts support future feature expansion and customization.
Screens
Results
Unified Workspace
Improved efficiency in managing customers, offers, and contracts within a single unified workspace.
Sales Visibility
Clear visibility into sales progress through an analytics-driven dashboard.
Faster Deal Cycle
Faster quote-to-contract cycle thanks to automated conversion of accepted offers into contracts.
Consistent Experience
Consistent, user-friendly experience that helps sales teams close deals faster and with fewer errors.