Get insights into the next steps and engagement of your clients. Know who is engaged and which step each stakeholder is accountable for.
Weekly engagements and task velocity
*Not visible to clients
Get a visual overview of how your workspace is progressing week over week. You can identify if there was a sudden increase or decrease in client engagement in your workspace or task completion velocity.
These charts will improve your confidence to gauge the buying and progress of your deals.
Client engagements
*Not visible to clients
See which clients are engaging in your workspaces and who are not.
Understand your champion and who is driving your deals. Drive accountability through the next steps assigned to your clients and keep your deals on track!
Content engagements
Good content can educate and guide your clients. Too much content can overwhelm your buyers.
Track which content your clients are engaging with the most, who engaged with it last, and when it was last engaged.
Navigate to the content to answer any questions or comments your client may have left and guide them to value.
Activity
Seeing the engagement from your teammates and buyers is critical for deal success. Activity can be found as a static tab on the left-hand side of your workspace navigation.
You can filter by team, date, type of event, and more! You can also interact with events to jump directly into the relevant task or content.
Have questions or feedback?