What are the Principles for SaaS Design?

Want to know 10 powerful principles for SaaS design? 

In this article, we will reveal what they are.

Principles for SaaS Design

The following 10  considerations will help you achieve an effective SaaS design.

Website global navigation – the 1^st principle

When it comes to selling your SaaS product, you will likely offer several features to your clients. These could include core functional tools, analytics, account management, etc. These need to be central to your website and not hidden away.

The 1^st principle of a good SaaS design is to provide easy website navigation to your clients. Remember that you are offering all your products via the Internet. Therefore your website is really the only place where you can create a good image for your prospective clients.

Your dashboard on your landing page should contain links to all your main features and tools. However, if you have too many tools and features to offer the dashboard can look very crowded. Read more about “SaaS Interface Design: Trends, & Best Practices for Designing a SaaS UI”.

Consider vertical and horizontal menu bars where you can instead provide these additional links. The objective is to provide as many features in the dashboard as possible while at the same time avoiding a crowded dashboard.

Following are examples of SaaS products that provide great website global navigation:

• Freshbooks: They provide accounting software to make it easy to run small businesses.
• Hootsuite: The social media management system is available as SaaS.
• Flow: The project and task management SaaS product.

Frictionless sign-up – the 2^nd principle

Start by asking yourself: would you feel comfortable filling out a huge sign-up form when you only want to try an online product? The likelihood is that you probably wouldn’t, and that‘s the friction I am talking about.

Many businesses feel tempted to gather as much information about their clients as possible upfront. However, with SaaS, you have many other touchpoints as customers use the service. These can be used in the future to collect information, meaning that you don’t have to collect it all at the beginning.

Collect only essential information during sign-up. If you are offering a free trial for your SaaS product, the likelihood is that the only information you will need is the email ID of your client. Collect that, and leave the rest for the future.

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Read more about the importance of a simple sign-up form in “How To Build A Great SaaS Marketing Strategy?”.

Every additional field in the sign-up process increases friction for your client. If you are offering a free trial, consider asking for credit card details but remember this might put some people off.

Also, consider a good ’call-to-action’ (CTA) button for your landing page. This will help get them to the sign-up page.

You need to display your CTA button prominently on your landing page and remove any distractions that may prevent the visitor from clicking on it. Also, run A/B testing on your CTA button.

Another great tip for SaaS design is to display your social proof and customer stories on your SaaS landing page in a manner that doesn‘t interfere with your main objective, i.e. CTA.

A good example of a SaaS website landing page following this principle is InVision, the digital product design platform.

Head to their site and see how they have clarified the free sign-up process upfront, thereby letting visitors know that they needn‘t pay and therefore increasing the chance they will try the trial.

Focus on your target audience – the 3^rd principle

Your SaaS product would appeal to everybody. As I had explained in “How To Build A Great SaaS Marketing Strategy?”, you are building your product for a target audience. Focus on them only.

However, don‘t confuse your target audience with a market segment, e.g. small business. You can certainly have a certain market segment as your target audience, but your audience doesn‘t necessarily have to be so confined.

The key is to focus on what your SaaS product offers. Let‘s take the example of MailChimp. When you see their landing page, you will find only automated marketing. If a small business needs automated marketing, it can buy MailChimp, however, a larger business can also use it for email marketing automation.

MailChimp targets businesses that want marketing automation, and their landing page focuses on that only. Look at the landing page again, and see how the CTA button is placed prominently above the field. They only want you to sign-up for free. Their page offers no other distraction.

Make onboarding simple – the 4^th principle

Your clients will consider buying from you for either of the following two reasons:

1. Their current tool doesn‘t work the way they want;
2. They are reimagining their business and hence need new tools.

If your product onboarding is difficult, they will not consider buying from you. SaaS UX design must make onboarding simple. Explore various intelligent onboarding methods before applying one.

Cloud-based team collaboration platform Slack is a great example of how to keep onboarding simple. The platform makes it a simple process, even when a new user wants to set up an entire team.

A new user can easily sign-up, create teams and channels, set up integrations, etc. Even adding new team members is easy, with the company providing you with step-by-step onboarding instructions.

Read more about how Slack offers a simple onboarding in “SaaS UX Bible: 7 Must-Have User Experience Principles From The Experts At InVision”.

Simple SaaS UI design –  the 5^th principle:

Creating a simple UI design is another key example of SaaS design best practices. Most SaaS products are complex. This naturally leads to complexity in the UI, but you must avoid this pitfall.

You need to think through the UI design thoroughly so that you can hide the technical complexity of the features behind it and your product. The user must not feel lost or frustrated at any point.

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Two good examples of SaaS companies that achieved this are the following:

• Quip: The content collaboration platform, a part of Salesforce.com, has a very simple UI.
• Campaign Monitor: The email marketing tool that allows users to create elegant emails in simple steps. It also enables the tracking and management of a marketing campaign.

Dynamic sorting feature – the 6^th principle:

To the users of any SaaS product, it is essentially a web app. Every web app deals with data and users need to slice and dice data in various ways depending on their requirements, which keep changing.

If you only allow the fixed sorting capability to your clients then your product is not likely to work for them.

Consequently, you need to provide a dynamic sorting feature when you design software as a service website. This will enable users to limit their search results to the relevant data sets.

A good example of a SaaS that has achieved this is BuzzSumo. This tool allows users to research the popularity of content by topic on the website. For example, you can analyze social shares in a specified time period across different websites. You can then sort this data by ’Facebook engagements‘, ’Twitter shares‘, and similar parameters.

The tool provides additional ‘panes’ where you can filter by date, language, etc. The data in the main screen can be sorted using a horizontal panel where social share parameters are listed. Hover your cursor over any of the social share parameters and you see an option to sort by that.

Present visual data – the 7^th principle:

The best way to understand the importance of clearly presenting visual data to your customers is to visit SEMrush. People use this tool to analyze organic and paid traffic that visits their websites. They can analyze many other parameters such as backlinks, the effectiveness of their keyword usage, etc.

As you would expect from a tool used to analyze SEO ranking and planning improvement measures, it has a massive amount of data. To help with this, it shows a very helpful summary of the data in the dashboard.

The SaaS dashboard design also provides clear charts representing parameters such as organic traffic, backlinks, etc. You can refine searches down to see data for different parameters, and this will allow you to visit different pages for the respective parameters.

When you design a SaaS platform, think through how you need to display the summary of all relevant data items on one page. You can then link in additional data sets, giving users the ability to dig down further.

Connect with your buyer persona – the 8^th principle:

In my article “How to Build Your SaaS Pricing Model” I explained the importance of creating a buyer persona for your SaaS product. This is required to help you visualize your clients, e.g. what do they do, where do they get the answers to their professional questions, etc.

At this stage of building your SaaS product, you should revisit your buyer persona document once again. Your product must connect with your buyer persona. For example, if you are building a SaaS product for a non-technical buyer, avoid technical jargon on your website.

WordPress.com is a good example of a SaaS company that connects with its users. Remember that WordPress.com is different from WordPress.org, where you need to find a hosting provider, get a suitable hosting plan, install ’Secure Sockets Layer‘ (SSL) in your domain, install and configure WordPress content management system (CMS), etc.

For someone with limited technical know-how, building a website from scratch and coding everything yourself is not a good idea.

While WordPress.org is easier, even that is difficult for a non-technical person. Do you know detailed answers to questions such as “how do I install SSL?”. If not, don’t attempt it, and hire expert WordPress developers to help you build a functional and visually appealing website.

WordPress.com enables even the most non-technical of people to set up a website, which is then managed by WordPress.com. Users pick their domain name, choose a suitable theme to give the website a look and feel to their liking, and simply enter their data. The site allows for the step-by-step construction of basic websites.

When you visit WordPress.com and look at their UI and forms, you can see how they connect to their non-technical audience. The forms have no jargon and present everything to their user in terms they understand, that is simple templates that already have example texts, pictures, etc.

I give this as an example to make you see that your SaaS interface design needs to be designed around your potential users.

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Beautiful SaaS design – the 9^th principle:

Market-leading SaaS websites spend thousands of hours on their design layout. It is safe to say that a lot of thought has gone into their design systems. You need to engage high-quality professional designers to make your SaaS website beautiful, without which you can’t succeed in this highly competitive landscape.

The famous online cloud backup and synchronization SaaS platform, Dropbox, is an excellent case study. Its website is a thing of beauty. Everything from the sign-up form, and horizontal menu, to the sections explaining different features, are all aesthetically pleasing.

The one-page presentation of the website, the sticky menu, beautiful CTA buttons, and embedded videos all make it clear why users are attracted to this platform. Dropbox is a great example of how to design a SaaS service.

Easily available help – the 10^th principle:

Your clients will most likely search for SaaS products over the internet and find you. They will most likely want to try a free trial and test the product before they commit. If they like it then they will sign-up for the paid version on their own without the need for a phone call from your sales team.

As a logical corollary, when they have a ’How-to‘ question about the product, they will first look for the answer online on their own mobile devices.

Millennial users nearly always prefer to find out answers themselves without contacting your client support helpdesk. Older users may require a phone-based sales team.

Read more about it in “Customer, Serve Thy Self: New Study Reveals Millennials’ Desire for Self Service, Digital Interaction to Change Customer Service Forever”.

You need to have an extensive help database easily available to your clients. Your website should prominently display it, making it easy for your clients to find it. The help documentation should be well-structured.

Note: The 10^th principle doesn‘t mean that you can compromise on your customer-support function. As I had explained in “How To Build A Great SaaS Marketing Strategy?”, your customer service is part of creating a great product.

Planning a SaaS Design and Development Project?

Businesses are finding a lot of opportunities in the SaaS application market. The benefits of SaaS platforms for end-users in almost every industry are the reason for the rapidly growing SaaS business in terms of profitability and innovation.

However, this expansion also makes it more competitive. To strive in the SaaS marketplace successfully, you will need to design and develop an innovative, user-friendly, secure, and feature-rich SaaS solution using the latest technologies.

This is possible only if you have experienced and expert software developers on your SaaS project team. If you do not find such talent in your in-house team, we would advise you to partner with a reputed software development agency and outsource skilled software engineers from them.

DevTeam.Space can also help you here with its field-expert software developers community, vetted for their software development skills.

You can easily partner with these software developers for your SaaS project development and management by sending us your initial SaaS design and development requirements via this quick form. One of our account managers will get back to you instantly to discuss further details.

Frequently Asked Questions on SaaS Design