Shaping the UX of an AI-Powered CRM for Modern Sales Teams
SalesDesk is an AI-powered CRM platform that redefines how sales teams and buyers collaborate. As Head of UX & Design, I was responsible for shaping the design strategy and bringing the first version of the product to life. I led end-to-end design across a wide range of projects - from Core Record Structures and Dashboards to Digital Sales Room and Design System, User Onboarding to AI-driven Video Call - ensuring the platform delivered clarity, efficiency, and innovation for sales teams navigating complex deals.
Overview
Designing for Clarity in a Crowded Sales Ecosystem
Challenge
Sales teams are overwhelmed by fragmented tools, disjointed workflows, and outdated CRMs. SalesDesk set out to build an integrated, AI-powered platform where every stakeholder - buyers, sellers, and managers - could collaborate seamlessly. My challenge was to design the foundation: making a sophisticated product feel intuitive, trustworthy, and scalable from day one.
User Research & Validation
Records Architecture & Dashboards
Digital Sales Room
Design System
AI-Driven Video Call & Data Analytics
