What is TraceGains Gather® Customer Management?
Fulfill document needs for all customers on a single platform. Share documents across the TraceGains Gather® Network to improve document exchange efficiency, streamline customer communication and take advantage of intelligence automation solutions that match requests and requirements with location and item level documents. Both TraceGains customers and non-TraceGains customers can use Customer Management, though there are differences in fulfilling requests from both customer types.
Sharing Documents with a Customer Quick Start Guide
Use TraceGains Gather to send quality documents to customers in a flash. Users can set up locations and items that supply the customer, create customers and contacts, associate items & locations, determine document requirements, fulfill the auto-generated document requests, and more! Once established, customer contacts receive a link to a document retrieval portal where they will always be able to access shared documents.
Step 1: Set up a Supplier Group
Step 2: Add a location
Step 3: Add an item(s)
Step 4: Set default document requirements
Step 5: Create a customer with at least one contact
Step 6: Associate Locations/Items to the customer
Step 7: Create/fulfill document requests
Fulfilling Documents for TraceGains Customers Quick Start Guide
Major food, beverage, and supplement manufacturers use TraceGains to manage their supply partners and collect regulatory documentation. Often customers are already on TraceGains and want to receive documents and fulfill request over the TraceGains Gather Network. In short, here are the necessary steps to meet those needs:
Step 1: Set up or Join Supplier Group
Step 2: Accept location connection requests from customers
Step 3: Accept item connection requests from customers
Step 4: Fulfill Document Requests
Moving Forward with Customer Management
Advance the TraceGains Gather® experience by proactively adding content to further automate request fulfillment and promote items and capabilities to new potential customers. Invite teammates to facilitate collaboration and sharing. The following lists make it easy to keep track of setting up, connecting, and making the most of TraceGains Gather.
Setting Up & Connecting:
- Add all manufacturing locations
- Add all items
- Add files to the Document Library
- Associate documents with locations and items
- Add customers
- Set default and custom document requirements
- Fulfill multiple document requests at once using PostOnce recommendations
Making the Most:
- Check the Dashboard regularly to keep track of open requests and activity history
- View Insights to learn more
- Invite Sales & Marketing colleagues to update your Marketplace Listing
- Update company and item listings with Marketplace attributes, images, and details
- Set Roles to assign new users specific site permissions and access
- Upgrade to Pro to access business insights for growth and maximize your marketplace visibility with Showcases
- Learn more about all that TraceGains has to offer:
- Intelligence for regulatory alerts and claim substantiation
- Workspaces for organizing content and collaborating with partners
- Enterprise solutions – learn about all the products TraceGains offers for customer and supplier management.