Convex: Enterprise SaaS Feature, Targets

Overview

Convex offers a product tailored for commercial service businesses, providing data, insights, and applications to enhance sales performance. Their web application, Atlas, integrates property mapping with user-friendly tools to help sales teams identify high-potential prospects, streamline outreach, and boost revenue growth. By consolidating disparate data sources and offering a property-centric perspective, Convex enables teams to efficiently plan, target, and engage with opportunities, optimizing their sales processes.

The Problem

Sales teams using Atlas needed a faster, more structured way to identify and act on potential leads. Sales leaders, in particular, were struggling to build targeted lists of opportunities that could be easily assigned, worked, and tracked. These lists needed to support a consistent set of criteria, such as location, vertical, or property type, and include key information like company names, properties, and contacts.

While the existing Campaigns feature allowed teams to group leads, it wasn’t giving sales leaders the insight they needed into which leads had been qualified or disqualified. As a result, follow-up was inconsistent, and prioritization was difficult.

The Goal

We set out to design a feature that would allow users to:

• Build lead lists quickly based on shared criteria

• Include robust context like companies, properties, and contacts

• Assign those lists to team members

• Enable reps to qualify or disqualify leads efficiently

• Give sales leaders visibility into list progress and lead status

The outcome would be a workflow that helped reps stay focused, helped sales leaders stay informed, and ultimately increased the volume and quality of qualified opportunities.

Mockups & Workflows

Let’s go look at Figma!

Evolving the Feature: Enriching Target Lists

Once users had the ability to create and assign Target Lists, the next step was to make those lists more actionable. We heard consistently from users, especially sales reps, that having a list was only useful if they could start working it immediately. This meant knowing who to contact, and how to reach them.

Our MVP solution focused on enrichment: adding contacts to each target so that reps had the information they needed to begin outreach right away. This was a major unlock for teams, turning static lists into lead pipelines.

The enrichment feature allowed users to:

• Automatically attach relevant contacts to each target

• Filter contacts by job title, helping users prioritize decision-makers or relevant roles

• Identify contacts with direct phone numbers or email addresses, so reps could avoid generic or hard-to-navigate corporate directories

We prioritized giving users the most actionable version of each lead. Rather than just listing a business name or address, each enriched target included real people to contact, often with the means to do so immediately.

This helped sales teams qualify or disqualify leads much faster. If there was no viable contact at the location, or if the available contact wasn’t a fit, reps could mark the lead and move on quickly. If the contact was promising, they could begin outreach and progress the opportunity.

Mockups & Workflows

Let’s go look at Figma!