Redesigned ReturnB2B's content analytics platform to help sales and marketing teams see which materials actually drive deals.
Product
Web app (desktop-first)
Domain
B2B SaaS / Sales Enablement
Client
Return B2B
Role
Sole UI/UX/Product Designer
Activities
Metrics
Across sales teams we found recurring problems: no visibility into top performers' habits, biased opinions on whether a piece of content helps a deal, mistrust of newly introduced materials, and hundreds of scattered documents that made the right one hard to find.
We designed a system that collects sent links and documents from cloud storage, email and CRMs, tracks how each performed against deal movement, recommends the best content for an ongoing deal, and keeps rating every new interaction so success scores stay current.
ReturnB2B gives teams deep performance analytics on their content, speeds up sales by surfacing only the relevant materials, and integrates smoothly with CRMs, email and storage for a 360° view of client communication.
True communication story
Wherever an article was shared — CRM, mailbox or messenger — ReturnB2B grabs it, giving the most complete file-communication log for each opportunity.
Deal progress chart
Visualizes deal movement and predicts the next step by extrapolating the data.
Manual ratings
After sending something to a client and getting feedback, the salesperson is prompted to rate the interaction.
Auto-rating
Applied to interactions that weren't rated manually — the algorithm reads deal movement and speed to judge whether the content helped.
Avg. score
With multiple ratings in, the system calculates the average per content piece — its success score.
Global search
An AI-spiced algorithm finds the most relevant content for a user's request.
Filters
Find content of a certain format, set the desired "freshness", or the deal stage where it's needed.
Recommendations
Each deal surfaces the most relevant content items, ready to use straight away.
Manual suggestions
Beyond the machine's choice, people can recommend good content to each other.
Several report types measure the impact of different content-sharing approaches and policies — company-wide or at a personal level.
Corporate policy may ban some content sources (e.g. untrustworthy or outdated sites) or require instant rollout of new sales materials. That's where bulk editing and analysis come in.
Adopting a new tool is a big deal for rigid sales teams — a pinch of gamification can spark curiosity and a competitive spirit.
