SaaS UX Research Guide

SaaS UX Research: All You Need To Know

Posted by Palak

4 Jan 23 10 Min read

It is hard to build experiences that meet the expectations of our target audience unless we first understand them. While we may assume they have a comprehensive knowledge of their target market, UX research is crucial for every SaaS organization striving to create interactive and user-friendly experiences. UX design eliminates the development of ineffective solutions. Thus it saves our time and money.

What is SaaS UX Design?

The process of designing a user interface for software as a service is called SaaS UX design. This interface is designed to assist users in interacting with software and offering a user experience. It can entail planning user flows, designing user interfaces, and creating mockups or prototypes.

Significance Of Excellent UX Design For SaaS

The difference between a successful and unsuccessful SaaS product often comes down to the design SaaS application. A SaaS app that is well-designed will be more likely to reach its intended audience and be successful. On the other hand, a poorly designed app will likely fail to achieve its goals. Therefore, the UX SaaS app design can be critical in determining the overall success of the product.

Here are some examples of how SaaS UX research design can make a difference.

Reduced Customer Churn Rates:

A SaaS service could be hyper-delicate. It is crucial to retain our users and demonstrate the product's value. A successful UX design can simplify the sign-up procedure and provide a smooth onboarding experience.

Enhanced User Experience:

A well-designed SaaS UX research design provides clients with a simple yet extensive app experience. The functionalities that have been introduced are intended to reach all potential consumers. For example, a business intelligence SaaS must fulfill the demands of our potential customers, from upper executives to specific employees. Prototyping, customer journey mapping, and user testing early in the design process assist UX designers in figuring out the best method to engage with our customers individually.

Enhanced Data Access:

When designing a data delivery for a SaaS application, we need to identify the set of KPIs and critical indicators. Data that is easy to understand and navigate will engage our users, delivering the reports they need quickly and simply. Dashboards are essential in enhancing client ROI and the value of our service.

Also, Read: How to Enhance User Interface (UI) of your Website

Top 4 Best Practices For SaaS UX Research

Now that we've identified the most significant research objectives of Ux research For SaaS. Let’s have a look at ways to achieve them.

Determine The Terminology Users Are Familiar With:

In the user interface text of many SaaS programs, both for B2B and B2C firms, professional vocabulary or industry-specific jargon is often necessary. This helps to make the product easier to use and understand for industry people and is an essential component of a decent user interface. We've heard we should avoid complexity in app copywriting, but SaaS is usually an exception. Selling highly technical SaaS products to a technical audience necessitates "speaking their language." This increases trustworthiness.

Understand Design Thinking To Create User-Centered:

Software Design thinking is a human-centered methodology and paradigm. It focuses on enhancing user comprehension via collaboration and design. The key design thinking steps are to engage, describe, innovate, prototype, and test.

  • Engage with real users to gain a thorough knowledge of objectives.
  • Describe and identify the problems and consider potential solutions
  • Innovate and brainstorm with the team to come up with particular UX research methods for your SaaS products.
  • Prototype construction of different versions of the with best tips and practices of SaaS UX research.
  • Test the version and refine ideas on how one thinks and behaves with the SaaS UX research product.

Design thinking is a process. It leads to a software prototype creation based on user requirements research. In order to achieve this goal, A/B functional testing is necessary. It will allow for sufficient prototyping and evaluation. It is essential to understand and implement design thinking in UX research For SaaS in order to build trust and confidence between the organization and users.

Incorporate Thematic Maps To Monitor User Behavior For Your SaaS Product:

A heatmap is a method that helps to discover user engagement with a SaaS application. It contains dynamic and stationary characteristics that give a deep knowledge of how the product interacts with consumers. As an outcome, heatmaps are critical for increasing leads and sales, highlighting and improving user experience

Advantages of employing heatmaps for SaaS UX research:

  • Increases registration and improves conversion pages.
  • Helps to determine features that are most valuable to consumers by detecting user actions in the SaaS UX research.
  • Examines how individuals explore various UX Research designs for SaaS products.

Ensure Support Systems Are Easily Accessible:

Don't anticipate users to spend a significant amount of time figuring out how to utilize the program. To ensure customers keep using your SaaS application, ensure that the support system is only a few seconds away.

To achieve this, incorporate the following stages Of UX research and planning:

  • Build an information source that enables users to find detailed answers to queries about your SaaS application.
  • Install a live chat or simple FAQ chatbot inside the tool's dashboard. It is an effective method that helps in preparing for receiving customer inquiries.
  • Answer frequent user questions using a question-and-answer structure.
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Tips To Create An Exceptional Design For Your SaaS UX Research

The most difficult problem that companies face nowadays is ensuring users become long-term clients. The way to accomplish this objective is by creating an outstanding user experience. Here are some pointers to create an exceptional design for SaaS UX research.

Easy-to-Use Navigation:

The first thing to consider while designing a SaaS application is ensuring navigation. The main page should highlight the most relevant links to product details, so the user can save time browsing for them.

Effective Search:

In the SaaS application, effective screening features make a significant impact. Provide the most relevant information for the better consumer. Engage with the help of SaaS UX research content and allow users to search more. A well-functioning search can also help a user discover the app's features. Don't have your SaaS application users mindlessly scroll through hundreds of pages. Also, have a well-adjusted refined search for instant and effective results.

Simple And Effective Sign-up:

The sign-up experience is your SaaS application's initial impression. Make the sign-up procedure as simple as possible by positioning the sign-up button directly on the front page. Ensure that consumers do not waste time filling out several registration forms. You may allow users to log in using their social, Google account, or email address. During registration, just ask for the most important information and collect additional data as needed.

Minimal Onboarding Time:

Onboarding strives to create an emotional connection between the service and your SaaS application customers within the shortest possible time. Users should grasp how the product will alleviate their pain points right away. Onboarding, if well planned, will minimize churn rates while engaging the audience. We encourage clients to spend more time investigating our product and learning about its value by rewarding them with minor but readily reachable goals. We also tailor the onboarding process for a better user experience.

Easy and Effective Access to Assistance:

SaaS applications are fairly complicated. Clients frequently want assistance in troubleshooting platform functionality. Allow them to avoid time-consuming and uncomfortable support calls by providing appropriate solutions for UX research to design SaaS products. Substitute phone calls with email support, live chat support, and a detailed FAQ page. It will alleviate customer annoyance and provide information about the problems users are experiencing. Furthermore, it can be later utilized to improve customer service.

Also, Read: What role does UX play in the success of a product?

Two-Colour Palette:

Minimalist design is one of the most popular trends in SaaS UX design. A SaaS application will be jam-packed with data visualizations and tables. Don't overcrowd it with colours, icons, and visuals. SaaS UX research will seem fresh and trendy with a two-colour palette along with basic yet appealing interface components.

For instance, Robinhood is a stock trading and investing app with two colour palettes: green (including several hues of green) and white.

Two-Colour Palette

Value Proposition:

The objective is to persuade consumers that the SaaS application is the finest and will offer all solutions. Position the value proposition upfront on the homepage to emphasize the services that capture attention right away.

For instance, Notion’s tagline, “One workspace Every team” is enough to capture users’ attention.

Value Proposition

Video Tutorials:

Don't generate lengthy instructions for clients if a fast onboarding isn't adequate to grasp how UX research for your SaaS product works. Instead, provide consumers with an educational and entertaining video tutorial.

For instance, Wix helps create a website without cost or coding. In addition, Wix has a Youtube channel with a list of video tutorials guiding users to understand more about the application.

Video Tutorials

Dark Mode:

Since B2B SaaS solutions are accessed for long periods, this UX for SaaS design provides a clear benefit. Dark mode not only minimizes eye strain but also improves content visual clarity. Another advantage of dark UX mode is that it consumes less battery.

For example, Netflix operates under a dark mode theme creating better content visual clarity.

Dark Mode


With the widespread adoption of smartphones nowadays, a mobile version of a SaaS application is an absolute requirement. It will assist you in expanding your audience and making the service more accessible. However, web apps continue to be preferred for the demands of office employees.

For example, Zomato, the leading food delivery app, ensures a mobile-friendly service for a better user experience.


Suggested Read: 10 Mobile UX Design Principles You Should Know


Extensive UX for SaaS research is crucial to preventing the need for redesigns after launching your SaaS application. Not only does it save you money that would otherwise be invested in revisions, but it also helps keep churn rates low.

Every recommendation on this blog aims to help you meet your users' needs, so be sure to design your study with that in mind. If you follow the best practices and tips outlined here and keep up with current trends, you will have a better chance of designing a SaaS application that helps users complete their tasks while still providing a great user experience.

At the end of this blog, we hope it becomes clear as to why UX research is so important for the success of your product. Also, you now know how to conduct a good UX research so that you can make an informed decision about your product and its designing process.

SoluteLabs can provide the best UX design services to help bring out the best in your products. For more details, just visit our website or schedule a free consultation.


Stay curious, Questions?

What is UX design?

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UX design is the process of designing the user interface for software or online applications. This includes the interface's appearance, functionality, and feel. A good user interface should be simple and visually appealing while providing essential functionality.

What is SaaS?

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Software as a Service (SaaS) refers to software distribution and management via a subscription model. A SaaS product is hosted in the cloud and doesn't necessitate installation on a device. However, it is not provided with a lifetime license.

Users of this software do not need to face challenging configurations or updates. In addition to this, we always have access to the most up-to-date software applications. Such programs can be accessed from any device and web browser, regardless of the availability of an internet connection.

What is the purpose of UX research?

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Throughout the design process of a SaaS product, UX research serves several distinct roles. First and foremost, it should confirm or reject any assumptions the SaaS team has about a product's target market. We can create user experiences that are designed to uncover the value of our product by recognizing the demands of our target clients.

Why is UX research necessary in business?

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It can be challenging to create experiences that will meet the needs of our target audience if we don't first take the time to understand them. Some people might think that they already have a complete understanding of who their target market is. However, UX research is still essential for every software company that wants to create great user experiences.

UX research can save time and money by helping us avoid developing solutions that won't work. If we start with user experience research, we can avoid making decisions based on our emotions or personal preferences and instead focus on creating exceptional software products.

Focus on the users, and everything else will fall into place. If we're serious about developing a SaaS product that matches the demands of our target consumers, we'll need data to back up our strategy and design decisions.

How does a UX designer collect data?

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A UX designer can collect information via interviews and surveys. These can be shared with current or potential clients. Each interview or questionnaire should be to learn more about your target market's preferences.

Simultaneously, one can use these possibilities to discover particular trouble spots and evaluate how the SaaS solution may solve issues through an effective user experience.

Some consumers prefer a more conversational approach than an interview with hard questions. This is where we will only talk to prompt the user for extra information or to clarify certain topics linked to the user experience.