Muskan Bhargava

Muskan Bhargava

Muskan Bhargava

Muskan Bhargava

ContactOut Data Dashboard

Designing for Behaviour change

Designing for Behaviour change

Designing for Behaviour change

Accelerated enterprise sales cycles by 45% through a transparent, data-first dashboard.

Accelerated enterprise sales cycles by 45% through a transparent, data-first dashboard.

Accelerated enterprise sales cycles by 45% through a transparent, data-first dashboard.

Client

Client

ContactOut Sales

ContactOut Sales

Timeline

Timeline

Q4 2024- Q1 2025

Q4 2024- Q1 2025

Platform

Platform

Web

Web

TL;DR 🏃‍♂️
TL;DR 🏃‍♂️

Designed a Data Dashboard that let prospects and sales self-serve segmented insights (industry, region, role), speeding enterprise sales cycles by 45% and lifting demo conversions by 28%.


Added above-the-fold summary metrics and Slack alerts for coverage gaps.

Designed a Data Dashboard that let prospects and sales self-serve segmented insights (industry, region, role), speeding enterprise sales cycles by 45% and lifting demo conversions by 28%.


Added above-the-fold summary metrics and Slack alerts for coverage gaps.

Overview 🔬
Overview 🔬

ContactOut is a B2B SaaS platform providing verified contact information for recruiters and enterprise sales teams. While the site advertised 1.2B+ contacts, prospective customers often asked:

“Do you have data for my target industry/region?”

“How complete is your database compared to competitors?”

Without a way to self-serve, sales relied on back-and-forth with analysts team, slowing deal velocity and increasing buyer hesitation.

Competitors like ZoomInfo already offered transparent dashboards, leaving ContactOut at a disadvantage.

Business Goals 💼
Business Goals 💼

Reduce buying friction to increase enterprise sales conversion.

Provide transparency and reduce manual data requests

Provide transparency and reduce manual data requests

Strengthen competitive differentiation against ZoomInfo & Apollo

User Goals 👩🏻‍💻
User Goals 👩🏻‍💻

Validate niche audience coverage instantly.

Reduce purchase risk with transparent data availability.

Take immediate next steps (book demo, talk to sales).

Outcomes
Outcomes

45%

45%

45%

Faster enterprise sales cycles

28%

28%

28%

Lift in site to demo conversions (first 3 months).

500

500

500

Prospects used the dashboard in launch phase

Prospects used the dashboard in launch phase

Research & Insights
Research & Insights

To validate the problem and opportunity, we ran:

  • Competitor benchmarking of ZoomInfo and Apollo dashboards.

  • 10+ AE interviews on buyer objections during calls.

  • Analysis of sales logs: data questions appeared in ~40% of enterprise conversations.

  • Customer journey mapping with recruiters and sales buyers.


Insights confirmed that transparency during discovery could speed up deal velocity and act as a differentiator.

To validate the problem and opportunity, we ran:

  • Competitor benchmarking of ZoomInfo and Apollo dashboards.

  • 10+ AE interviews on buyer objections during calls.

  • Analysis of sales logs: data questions appeared in ~40% of enterprise conversations.

  • Customer journey mapping with recruiters and sales buyers.


Insights confirmed that transparency during discovery could speed up deal velocity and act as a differentiator.

TL;DR 🏃‍♂️

Designed a Data Dashboard that let prospects and sales self-serve segmented insights (industry, region, role), speeding enterprise sales cycles by 45% and lifting demo conversions by 28%.


Added above-the-fold summary metrics and Slack alerts for coverage gaps.

Overview 🔬

ContactOut is a B2B SaaS platform providing verified contact information for recruiters and enterprise sales teams. While the site advertised 1.2B+ contacts, prospective customers often asked:

“Do you have data for my target industry/region?”

“How complete is your database compared to competitors?”

Without a way to self-serve, sales relied on back-and-forth with analysts team, slowing deal velocity and increasing buyer hesitation.

Competitors like ZoomInfo already offered transparent dashboards, leaving ContactOut at a disadvantage.

Business Goals 💼

Reduce buying friction to increase enterprise sales conversion.

Provide transparency and reduce manual data requests

Strengthen competitive differentiation against ZoomInfo & Apollo

User Goals 👩🏻‍💻

Validate niche audience coverage instantly.

Reduce purchase risk with transparent data availability.

Take immediate next steps (book demo, talk to sales).

Outcomes

45%

Faster enterprise sales cycles

28%

Lift in site to demo conversions (first 3 months).

500

Prospects used the dashboard in launch phase

Research & Insights

To validate the problem and opportunity, we ran:

  • Competitor benchmarking of ZoomInfo and Apollo dashboards.

  • 10+ AE interviews on buyer objections during calls.

  • Analysis of sales logs: data questions appeared in ~40% of enterprise conversations.

  • Customer journey mapping with recruiters and sales buyers.


Insights confirmed that transparency during discovery could speed up deal velocity and act as a differentiator.

Designs
Designs
Designs

Insight 1:

Buyers were overwhelmed by generic claims such as “1.2B+ contacts,” which failed to address their specific prospecting needs

Insight 1:

Buyers were overwhelmed by generic claims such as “1.2B+ contacts,” which failed to address their specific prospecting needs

Insight 1:

Buyers were overwhelmed by generic claims such as “1.2B+ contacts,” which failed to address their specific prospecting needs

Insight 2:

Even once data relevance was established, AEs were forced into manual scheduling, creating friction at the most critical conversion point

Insight 2:

Even once data relevance was established, AEs were forced into manual scheduling, creating friction at the most critical conversion point

Insight 2:

Even once data relevance was established, AEs were forced into manual scheduling, creating friction at the most critical conversion point

Insight 3:

Raw counts lacked context, without clear definitions or tooltips, buyers couldn’t judge if the data matched their target market.

Insight 3:

Raw counts lacked context, without clear definitions or tooltips, buyers couldn’t judge if the data matched their target market.

Insight 3:

Raw counts lacked context, without clear definitions or tooltips, buyers couldn’t judge if the data matched their target market.

Learnings 💭
Learnings 💭
Learnings 💭
  1. Designing for revenue impact: Clear filters and CTAs directly mapped to conversion metrics.

  2. Transparency ≠ overwhelming: Balanced segmentation with digestible insights.

  3. Cross-team alignment: Sales + analyst collaboration ensured business fit and user trust.

Future 🔮
Future 🔮
Future 🔮
  • Live: Slack alerts when filters return <50,000 records (signals data gaps).

  • Future: Smart Diagnostics with AI → recommend enrichment/acquisition when coverage is weak