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 engagements, enabling transparency, accountability, and effective collaboration.
By consolidating essential information in one place, the Connections Page allows Sages to track the deal stage of their connection with vendors, while vendors gain insights into the progress of relationships with Sages beyond the initial call.
What Does "Connecting" Mean?
A connection is made when a Sage opts in to reveal their identity and information to a vendor after a Sagetap session, confirming their interest in communicating with the vendor further.
After a connection has been made, the Sage and vendor can continue their conversation outside of Sagetap while managing the status of the conversation on the Connections page.
Managing Your Vendor Connections
The Connections Page serves as your central hub for managing and updating the status of your relationship with vendors you opt-in with.
On this page, you are able to view a table displaying all vendor connections, 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 evaluation process for each vendor you have met with.
Deal Stages Overview
Keeping the deal stage of your opt-ins up to day provides a structured way to manage and communicate progress for each vendor engagement. While Sages have the ability to update a connection's deal stage, vendors do not.
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. |
Note: In addition to the Connections page, the deal stage is visible within the Activity tab on your profile.
If you have any questions about your Connections, please contact [email protected].