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
Sales and marketing teams had no clear way to know which content actually helped move deals forward. Opinions were personal and not shared between teams, new materials were not trusted, and the right document was hard to find among hundreds of scattered files — so reps wasted time remaking assets, used outdated decks, and lost deals.
A content system that collects materials from CRMs, email and storage, scores each piece by how deals actually moved, and recommends the best content for an active deal — giving teams a clear, up-to-date view of what works.
Decisions moved from opinion to real data and reps stopped spending time on weak materials, while the business could finally see how its content was used across teams — making the whole sales process more efficient.
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Corporate policy may ban some content sources (e.g. untrustworthy or outdated sites) or require instant rollout of new sales materials.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.