Designing a Custom Salesforce Wishlist

A health insurance needed to retrofit an experience after removing functionality members demanded.

Primary Role

Primary Role

Product Designer

Process

Waterfall

Industry

Industry

Health Insurance

Health Insurance

Duration

Duration

6 Weeks

Business Problem

The app had a cluttered interface, making it difficult for users to navigate and find essential features. Users were facing issues with the onboarding process, which was affecting new user adoption rates. The app lacked personalization and customization options, making it less engaging and user-friendly.

Results

The redesigned app features a clean, clutter-free interface, making it easier for users to navigate and access essential features.The improved onboarding process resulted in a 35% increase in new user adoption rates.The addition of personalization and customization options enhanced user engagement, leading to a 25% increase in user retention rates.

The Challenge

Research uncovered that users struggled with decision making. One of their biggest concerns was making sure they ordered the correct item on return visits.

The Objective

Create a wishlist experience for users so they could organize their remodels.

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2025 Freddie Vitale

2025 Freddie Vitale