UX/UI Design / WordPress Developer 2024 – 2025

Trend2B

Translating the complexity of co-op marketing fund management into a clear digital narrative focused on B2B conversion.

Trend2B website mockup
Overview
Client · Trend2B Sector · B2B SaaS / MarTech Platform · Web (corporate website)

Trend2B is a B2B SaaS company with more than 12 years in the market, specialized in co-op marketing fund management through SIM (Integrated Marketing System). Its client portfolio includes brands such as Schneider Electric, ScanSource, APC, and Vipal, positioning the company as a reference in the segment.

The co-op funds market is naturally bureaucratic and complex: it involves brands, distributors, resellers, and multiple approval layers. The challenge was to communicate SIM's value to B2B decision makers without falling into technical jargon or a generic corporate approach that could not qualify and convert leads.

Main goal: Turn Trend2B's website from a corporate showcase into an active sales tool - able to qualify leads, build credibility, and guide B2B decision makers toward booking a demo in just a few clicks.

Role & Duration
My Role
UX/UI Designer (Solo)
Contexto
Freelance · Contract project with Trend2B
Period
2024 — 2025 Delivered and in production
Team
Me + Trend2B stakeholders
Partner development team
Activities
Desk Research Competitive Benchmark Information Architecture Wireframes UI Design Prototyping Design System Handoff
Client
Trend2B
B2B SaaS · 12+ years in market · São Paulo, BR
trend2b.com ↗

Trend2B developed SIM - Integrated Marketing System -, a platform that automates the full co-op fund management cycle: from budget negotiation and distribution to reporting and audit. Its clients are medium and large companies with active distribution networks, including industries such as Schneider Electric, ScanSource, APC, Vipal, Intcomex, and Dasa.

With more than a decade in the market, Trend2B had consolidated authority in its niche - but the corporate website did not reflect that position. The product impressed in sales meetings, but the website did not set the stage: demo time arrived before the lead understood the platform's value.

Trend2B SIM product screens
Additional view of Trend2B's SIM product
The Problem

The website presented the company.
But it did not sell the product.

"The complexity of explaining a marketing finance management SaaS increased the corporate lead's decision time, and the website did not help shorten that path."

Co-op fund management is naturally bureaucratic: brands, distributors, and resellers operate different rules, cascading approvals, and recurring reporting. The central challenge was to communicate how SIM automates these flows without relying on technical jargon that pushes away the B2B decision maker - usually a Channel or Marketing Director focused on outcomes, not features.

The previous website presented the company, but it did not qualify the lead - it did not create urgency or guide toward conversion. Corporate content structure (history, mission, values) occupied the space where sales arguments should have been: social proof, clear benefits, and a direct demo CTA.

As a result, the sales team had to compensate during the sales process for what the website did not deliver. Leads arrived at meetings without understanding the product, extending the cycle and increasing sales cost.

Research & Insights

Understanding the B2B decision maker before designing.

To structure the website as a SaaS sales tool - not a corporate showcase - I conducted desk research in the segment, analyzed direct competitors, and spoke with Trend2B stakeholders and profiles aligned with the target audience.

01
Desk Research & Benchmarking
Analysis of B2B SaaS platform websites in the MarTech and Co-op Marketing segment, including direct and indirect competitors. Mapping communication, IA, and conversion patterns across category websites.
02
Stakeholder Conversations
Interviews with Trend2B leadership to understand market positioning, competitive differentiators, frequent audience objections, and the current sales journey. What questions did the sales team hear before a demo?
03
Target Audience Analysis
Mapping the strategic B2B decision-maker profile: behaviors, tools used, criteria for evaluating SaaS vendors, and main objections throughout the corporate buying journey.
04
Heuristic Analysis of the Current Website
Evaluation of the existing website against UX heuristics and B2B copywriting principles. Identification of gaps in information hierarchy, lack of social proof, and CTAs without value context.
Research Voices

What decision makers actually said.

"The biggest problem with marketing platforms is that they are rigid. If the website does not tell me right away that the system adapts to my flow, I do not even book the demo."

Channel Director · Distribution company

"I lose days approving funds and reimbursements in spreadsheets. I look for solutions that speak my language and show agility in practice - not just in marketing copy."

Co-op Marketing Manager · Industry
Insights

Three key shifts that guided the project.

01
Flexibility is the sales argument
B2B decision makers need to be sure the platform adapts to their business rules and visual identity. White-label and customization need to be clear above the fold - not discovered after three clicks.
02
Benefit > Feature
Technical language pushes B2B decision makers away. "Enhanced agility" converts better than "distributed workflow automation" - even when both mean the same thing. The designer's work starts with language, not the screen.
03
Company and product serve different intents
Someone who wants to learn about the brand follows a different journey from someone who wants to understand the solution. Forcing everything into a single page creates cognitive overload. The architecture needed to separate these two intents into dedicated journeys.
User Profile

Designing for the strategic decision maker.

I chose one primary persona because, although the website also serves tactical profiles (operations managers), the buying decision is concentrated in the strategic decision maker - and that is who the website narrative needs to convince.

The Strategic Decision Maker
Channel Director or Marketing Director · 38-52 years old
Typical Role
Channel Director or Marketing Director in companies with medium and large co-op marketing programs.
Tools Already Used
Excel / Spreadsheets Salesforce SAP PowerPoint
Goals
Maximize ROI on co-op funds · Ensure governance and auditability over investments · Make decisions based on real-time data.
Frustrations
  • Rigid platforms that do not adapt to company rules
  • Lack of consolidated visibility over funds
  • Slow closing and reporting.
Concept

From user intent to architecture.

Four pages - a deliberately lean structure aligned with B2B decision makers who scan and look for quick answers. Each page had a clear intent and visible CTA.

Architecture flow
Client logos above the fold
Trend2B's client base (Schneider, ScanSource, APC, Vipal, Intcomex, Dasa) is the brand's strongest credibility asset. B2B decision makers evaluate SaaS vendors by portfolio quality - moving the logos up shortens the mental qualification process.
Separate "Trend2B" and "SIM" as independent pages
The research showed that learning about the company and understanding the product are different intents with distinct journeys. Forcing everything into a single page created overload. Each page speaks to a specific moment in the decision journey.
One recurring CTA: "Book your demo"
Instead of multiple competing CTAs, we defined one priority conversion action - booking a demo. The button appears in the fixed header and at the end of key sections, creating urgency without interrupting reading.
Benefit language, not feature language
Each section was written with a focus on the decision maker's outcome, not the technology behind it. "Reduce fund approval time by up to 60%" versus "automated workflow with cascading approval."
The Solution

A website that sells before the meeting.

A corporate website that translates the complexity of co-op fund management into a clear visual narrative, guiding the corporate lead from unfamiliarity to conversion in a few clicks - without technical jargon or content overload.

Main Trend2B website screen
Results & Impact

Website active as a sales tool.

B2B · Sales
Active sales support material
The website is used by the sales team during prospect meetings - the pages structure the product presentation narrative.
Qualification · Lead
Reduced qualification time
Leads arrive at sales meetings with basic questions already answered - the information architecture becomes part of pre-sales work.
Production · Status
Delivered and in production
Website published and operational since 2025, with the design system handed over to the development team for autonomous maintenance.
Credibility · Positioning
Increased perception of authority
The client portfolio (Schneider, ScanSource, APC, Vipal), now visible above the fold, reinforces Trend2B's credibility from the first contact.
Learnings

What this project taught me.

Translating business rules into design is half the work
I learned that "Enhanced Agility" converts much better than "distributed workflow automation" - even when both mean the same thing. In B2B SaaS, the designer's work starts with language, before any wireframe. Understanding the target decision maker's vocabulary is as critical as understanding the product flows.
B2B SaaS sells through social proof, not beauty
The decision to move client logos (Schneider, ScanSource, APC, Vipal) above the fold had the greatest impact on Trend2B's perceived value. Beauty and visual refinement matter - but perceived authority from the portfolio is what convinces the B2B decision maker to move forward.
Lean architecture is a strategic decision
Choosing four pages instead of a full website was a conscious decision based on audience behavior. B2B decision makers scan - they do not read. A lean architecture with clear intent per page converts better than a high volume of poorly structured content.