Engagements

Learn how prospects engage within the deal

Engagements provide visibility into how customers interact throughout the lifecycle of a deal.

Projetly automatically captures key engagement activities and presents them in a centralized view, helping teams understand customer involvement, monitor progress, and take timely actions.

Teams can gain deeper insights into customer activity and make more informed decisions by tracking interactions across communication, meetings, and document workflows,

Why Use Engagements?

Engagement tracking helps teams:

• Understand customer involvement throughout the sales process

• Identify active and inactive opportunities

• Monitor stakeholder participation

• Track important customer interactions in one place

• Improve follow-up and engagement strategies

• Maintain complete visibility into deal activity

All engagement activities are associated with the relevant deal, ensuring teams have the context they need without switching between multiple systems.

Email Activity

Email Activity tracks communication associated with a deal.

This allows teams to maintain visibility into customer conversations and keep communication history connected to the opportunity.

Document Signing Activity

Document Signing Activity provides visibility into document review and signing progress.

Teams can monitor the status of important documents directly within the deal and quickly identify pending actions that may impact deal progression.

Meeting Join Activity

Meeting Join Activity captures participation information for meetings associated with a deal. Understanding who attended meetings and how customers engage in discussions provides valuable insights into deal momentum and stakeholder involvement.

Using Engagement Insights

Engagement data provides a clearer picture of customer activity and interest.

By reviewing engagement trends, teams can:

• Prioritize active opportunities

• Identify deals requiring attention

• Monitor stakeholder engagement

• Improve customer communication strategies

• Make better-informed decisions throughout the sales process

Engagements help teams move beyond activity tracking by providing meaningful insights into customer interactions and deal progress.