What is the Connections Page?
The Connections Page is designed to streamline and simplify the management of Sage and Vendor interactions both on our platform, and when the conversation continues outside of it. It provides Sages and Vendors with complete visibility into their mutual engagements, enabling transparency, accountability, and effective collaboration.
By consolidating essential information in one place, the Connections Page allows Sages to track the status of their engagements with Vendors, while Vendors gain insights into the progress of their buyer relationships.
What Does "Connecting" Mean?
A connection happens when a Sage opts in to reveal their identity and information to a Vendor after a Sagetap session, confirming their interest in the Vendor's solution.
After the connection has been made, the Sage and Vendor can continue their conversation outside of Sagetap, but can now manage the progress of the conversation within their Connections Page.
For Sages: Managing Your Vendor Connections
The Connections Page serves as your central hub for managing and updating your interactions with Vendors. On this page, you are able to view a table displaying all Vendors you have connected with, either currently or in the past, as well as all relevant details on each connection. This includes product name, deal stage, last activity, connection timeline, and additional Vendor details.
A key benefit of the Connections page is the ability to track each connection's deal stage, allowing you to keep track of where you are in the purchasing process for each Vendor you have met with.
Deal Stages Overview
The deal stages provide a structured way to manage and communicate progress for each Vendor engagement. Here’s a quick breakdown of each stage you can assign to a connection:
Stage | Description |
Interested | Default stage when a connection is established. |
Evaluating | Actively considering the Vendor's offering. |
POC | Testing or piloting the Vendor’s product. Requires assignment to an initiative. |
Purchased | Solution acquired. Requires confirmation from Vendor. |
Passed | Decided not to proceed with the Vendor. |
Expired | Connection has timed out without activity. |
For Vendors: Monitoring Buyer Engagements
The Connections Page for Vendors mirrors much of the Sage view but with a key difference: Vendors cannot update deal stages. Instead, Vendors experience benefit from the Connections page via the elements below.
View Connection Details:
See all connected Sages and their progress through deal stages.
Track Expirations:
Be notified of upcoming or past expiration dates for connections.
Report Ghosting:
Confirm if a Sage has not responded within the connection timeline, which will impact the Sage's reputation on the platform.
The Connections Page is an essential tool that enables both Sages and Vendors to foster meaningful and productive engagements on the Sagetap platform.
If you have any questions about your Connections, please contact [email protected].