Why did we Create the Engagement Page in Sales Hub?
For suppliers seeking to grow their market presence, the Engagement Page offers targeted leads for business expansion. Suppliers can use the Engagement Page to connect with their target audience more effectively, especially those who have shown interest in their Marketplace catalog. This article explains how to use this tool efficiently.
What is a Lead in TraceGains Gather®?
A lead refers to an individual user account. This means that if two users from the same TraceGains Gather® group show interest in your catalog on the Marketplace, they will be counted as two distinct leads.
Leads are created when a user from a TraceGains Gather® group performs one of the following two actions:
- Downloads a Document from your Catalog
- A lead is created whenever a buyer on the Marketplace downloads a document from your item, packaging, or supplier listings (including location-level documents)
- Sends a Marketplace Request:
- A lead is created whenever a buyer sends you a Marketplace request (e.g., Requests for information, samples, documents, or quotes).
A lead will automatically be viewable to you if that lead is associated with a customer that you are already connected to on the TraceGains Network or if that lead has sent you a Marketplace request.
While Sales Hub does not create leads for buyers who only view, but do not engage with, your catalog, Sales Hub does provide view-related data for leads created from document downloads or Marketplace requests.
Overview of the Engagement Dashboard
Header Cards
Total Catalog Users and Leads: A total count of all users and leads generated by your Marketplace catalog (all time)
Marketplace Requests: This displays a detailed breakdown of users/leads generated by Marketplace request type, such as requests for information, samples, documents, or quotes.
Document Downloads: A breakdown of users/leads generated by document download type
This may be useful for you to determine which types of document downloads are indicative of leads that represent new business opportunity; remember that buyers on the Marketplace may only download document types that you have elected to make visible in Customer Management
Total Catalog Users and Leads Graph Visualization: Displays a visual graph of your total lead count over time, showing aggregate data for a rolling 90-day period.
Catalog Users and Leads Table View & Cards View: By default, leads are listed in alphabetical order. Users can search for leads by their name, company, and email. Each lead card provides detailed information about the lead, including the company they're associated with, their job title, email, and more.
Lead Overview Page
Upon selecting a specific lead within the Engagement Page, you will be directed to their detailed overview. The information available includes:
Header Cards
Marketplace Requests Graph: A detailed breakdown of the types of Marketplace requests the lead has sent you
Document Downloads Graph: A detailed breakdown of the types of documents the lead has downloaded from your Marketplace catalog
Marketplace Views: An aggregate count of all views by the lead-user related to your catalog
Details Tabs
Feed: Provides a detailed audit trail of all the lead’s interactions with your catalog as well as all your interactions with the lead inside of the TraceGains Gather® platform
Requests: Provides a list of all Marketplace requests associated with the lead and links you to the specific request and request chat
Downloads: Provides a table showing all documents the lead has downloaded from your catalog, including:
- File name
- Location name
- Item ID
- Item name
- Download date
Listing Views: Provides a table showing all listings the lead has viewed in your Marketplace catalog, including:
- Listing name
- Listing type
- Viewed on
Notes: Enables suppliers to add notes for each lead, detailing interactions, or other relevant information. Anyone with access to the Sales Hub Engagement page may add and view notes. Notes will be automatically added to the lead’s feed.
How to Engage with a Lead
When you decide to interact with a lead, various options facilitate smooth communication:
Email Contact: Enables direct email communication from TraceGains Gather® to a lead via email
Create a Shared Workspace: Allows creation of a new workspace (or the copying of an existing one), which can be shared with the lead for better collaboration.
This option enables you to add any materials that may be relevant to the lead in a single package. If you provide the lead with “Can Edit” permissions, they can also add relevant colleagues and files to the Workspace.
All Workspaces include the ability to chat with all members of the Workspace.
Next Steps
Engaging with potential new customers has never been easier. Our lead management features provide you with valuable insights into new business opportunities, including detailed visibility into their interactions with your catalog, ensuring that you approach them with the right sales strategy. As always, remember to personalize your communications to increase your chances of turning leads into loyal customers. Happy selling!