The amazing folks at Slintel wanted to improve upon your user experience and wanted to make prospecting even easier for you by combining the Lead and Company tabs and introducing a new look for the platform. Read on to find out what we wanted to achieve with this revamp, how we achieved it, the changes you’ll see on the platform, and what features you can expect in the future. Let’s dive right in.
Why did we change up our look, and what did we set to achieve when we took upon this task?
Make prospecting on the Slintel platform even easier for the end-user
Establish an easier understanding of our data & represent the hierarchical structure of our data clearly to the customer
Provide a consistent & predictable design system for a better user experience for you
We achieved what we set out to do by:
Introducing new features like tab switch, better designs for our filters, and improving our Quick View
Introducing features like limiting lead flow to CRM, CSV, and List through the record selector, and more
Bringing a parent-child structure for filters like Sector & Industry, Function & Division, and more
Here is a complete list of what changed on the platform:
Changed the UI for the complete dashboard
New Discover tab combining the Lead and Companies pages
Merged Company & Lead Insight pages into a single page with a tab layout
The “Pending Action” tab on the Leads and Companies tab is now “Net New"
Action bar on top of records table
Net New tabs for companies as well
Custom selection of records before taking bulk actions
Quick views for leads & companies
Changed Company Filter search functionality- from Name search to an ID-based search
Removed the EBITDA & Technology Deletion filters
- Parent-child structure for filters like Sector & Industry, Function & Division
Duplicate option for saved filters
You can now custom select how many leads you want from each company
We hope you like the changes we made to the platform and all the additional tweaks. Here is a complete list of self-help articles, and if you face any issues in navigating through the platform, please don’t hesitate to reach out to your CSM, or anyone from our team.