Optimized AI sales platform: 60% engagement growth, 50% faster launch time.
Client
ComX is a B2B sales automation platform that accelerates sales cycles from months to days using AI-powered lead generation and personalized outreach.
Challenge
The first campaigns took up to 45 days to launch, frustrating both teams and clients. In addition clients had confusing insight into performance metrics, making it difficult to track results or adjust strategies.
Changes and Impact
60% higher user engagement: The updated analytic dashboard design encouraged both sales teams and customers to explore and use the platform more actively.
50% faster launch times: Simplified processes improved onboarding and first campaign, helping sales teams to close deals quicker and deliver value sooner.
Role
Design lead
Worked directly with
Co-Founder & CEO
Co-Founder & COO
CTO
Deliverables
Research
Concept
Wireframe
Prototyping
Concept testing
UX/UI Design
Duration
6 Month
When 45 days is too long
ComX is a B2B sales automation platform designed to shorten sales cycles with AI-driven lead generation and personalized outreach. But there was a problem: launching the first campaigns could take up to 45 days.
The onboarding began with 19 in-depth questions,
and the average completion time was 45 days.
For customers trying to close deals faster, waiting that long meant lost opportunities. Add to that confusing dashboards and overwhelming metrics, and users weren’t getting the value ComX promised.
Dashboards with confusing overwhelming metrics
Launch speed and data clarity
The redesign had to solve two pressing problems at once: launch speed and data clarity. Customers wanted to move fast, but they also needed to understand results at a glance.
We focused on three goals:
Cut time-to-launch so customers could see results in weeks, not months.
Simplify performance metrics so users could easily track what mattered.
Streamline workflows so teams could focus on selling, not wrestling with the platform.
Rebuilding the campaign flow for momentum
The design process was iterative, but the focus of every decision was speed, how to help customers launch campaigns faster. We worked in weekly sprint cycles, breaking the work into clear phases:
Research and journey mapping → 1-on-1 interviews with the ComX team and customers to uncover pain points and map out the current campaign flow.
Identify opportunities → We translated user insights into a flowchart of the campaign process, helping us pinpoint areas for improvement and innovation.
Prototype and test → We co-created and tested interactive prototypes, iterating on concepts based on multiple rounds of usability testing.
Refine and scale → After validating the final concept, we delivered a high-fidelity design and modular product versions to support scalable development.
From user interviews to concept validation,
turning insights into tested ideas.
Modular product versions to support scalable development.
From 45 days to 22
The redesign brought measurable improvements. What was once slow and overwhelming became fast and actionable.
50% faster time-to-launch → campaigns went live in ~22 days instead of 45.
60% increase in engagement → more customers actively monitored and adjusted campaigns.
Higher client satisfaction as sales teams actually used the platform effectively, closing deals faster.
A UX-focused redesign of ComX’s onboarding flow, improving clarity and navigation.
NEW Dashboards with clear metrics - List view