Product design: a Solocal SAAS sales tool

TL;DR

Embedded as Product Designer in Solocal’s Customer Success Department to build a proprietary sales tool from the ground up. Transformed limited stakeholder access into deep user insights, establishing an Agile design practice that empowered a remote product team to deliver a scalable, multi-product sales platform.

INFOS

  • Client: Solocal
  • Role: Product Designer (Part-time secondment to Customer Success)
  • Target Users: Travelling and office-based sales teams

SKILLS & TOOLS

  • Product Design
  • UX/UI Design
  • User Research
  • Design Systems
  • Figma
  • Agile Methodology

The challenge: building blind

Sales teams needed a powerful new tool, but I had virtually no access to end-users as it was 2020-2021 and confinements were messing with the workplace.

Armed only with legacy tool audits and marketing manager briefs, I risked designing in a vacuum—creating beautiful screens that wouldn’t survive real-world sales pressure.

My approach

1. Discovery: breaking through barriers

  • Audited existing tools to identify strengths, weaknesses, and hidden pain points
  • Spent 2 days shadowing telemarketers: Turned restricted access into immersive field research, capturing real workflows and frustrations
  • Created personas synthesizing user behaviors, needs, and contexts to anchor team decisions
  • Collaborated with stakeholders to define crisp MVP scope balancing ambition with delivery reality

2. Design: from vision to system

  • Co-designed seamless user journeys with Architect and Product Owner, ensuring technical feasibility from day one
  • Iterated through wireframes and interactive prototypes, stress-testing the target vision against real scenarios
  • Built dedicated Design System: Empowered 5 remote developers to implement user stories autonomously while maintaining design integrity
  • Established UX principles as guardrails for consistency through roadmap changes, feature additions, and team transitions

3. Scale: engineering for the future

  • Designed adaptable infrastructure: Created industrialized tool capable of hosting multiple product types without architectural redesign
  • Worked within Agile Feature Team, delivering iteratively while maintaining strategic coherence
  • Enabled international collaboration across Product Owner, Architect, and distributed development team

Outcomes

  • Sales teams gained efficient, user-centered tool replacing legacy systems
  • Design System enabled autonomous development, accelerating delivery velocity
  • Scalable architecture positioned platform for future product expansion
  • UX principles maintained design consistency despite evolving requirements

Key learnings

  • Access constraints force creative research: Two shadowing days yielded richer insights than months of secondhand briefings could provide
  • Design Systems are empowerment tools: Well-crafted systems transform developers into design decision-makers, not just implementers
  • Principles outlive designers: Codifying UX principles created institutional memory that guided the product beyond individual tenure

Beyond delivery: The real success was building design infrastructure robust enough that the product could evolve confidently after I transitioned out.

 

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