Keeping users happy with irresistible features
After earning TechCrunch recognition, Tactic's sales intelligence platform faced the challenges of rapid growth. CEO Rudy recognised that scaling their automated sales insights would require a strategic approach to feature development and user experience. Our partnership delivered:
A prioritisation framework that transformed user requests into strategic product enhancements
Innovative prototypes that reimagined core sales workflows, creating competitive differentiation
Experience refinements that increased user engagement while maintaining the platform's intuitive simplicity
Our strategic partnership with Tactic strengthened customer loyalty while continuing to expand their market position in the competitive sales intelligence space.
Evolving the UX within the existing UI
Tactic lets you quickly find relevant data and build a running summary of potential companies and people. Part of the challenge was using as many of the existing UI as possible, to minimise development.
Using visual metaphors to bring clarity
We implemented a card stack to allow people to rapidly filter down relevant data without cluttering up the UI.
Grouping searches for increases user satisfaction
With a clean keyword search, we grouped key searches together. This helped users scan past searches and results.
Surfacing prospect signals
Showing specific people and flagging when there was a signal (eg new funding) without cluttering up the main view. We went for a simple badge and count within the results column.
Visuals beat words
We used a faded bar chart to give users instant visual of relevancy which they could hide or show to deliver deeper, more specific search results.
Faster insight-to-design process
One challenge for product teams is ensuring designers have all the information for each feature. To make new feature requests rapid and ensure nothing got lost in translation we created a feature format to cover off everything we needed from the Product Manager.
Feedback on our approach and work
After 20-30 new feature releases, we received this kind of feedback from the product manager, Tom:
