What is Quote Activity Tracking and who benefits most from using it?
Quote Activity Tracking is a feature within the Hoop platform designed to give sales teams real-time insight into how prospects interact with sent quotes. It helps you know the exact moment a quote is opened, forwarded, or revisited, allowing for perfectly timed follow-up actions. This eliminates guesswork in the sales cycle.
This feature is primarily intended for sales representatives and sales managers. Reps gain a powerful tool for prioritizing their day, focusing on the "hottest" deals, and tailoring their conversations based on specific engagement points. Managers benefit from team-wide visibility into activity logs and deal timelines, which helps spot coaching moments and track accountability, ultimately leading to improved sales velocity for the entire team.
How does Quote Activity Tracking generate engagement insights?
The system works by tracking engagement metrics tied directly to the unique quote link sent to the prospect. When a recipient opens the quote, the Hoop platform registers this action instantly. It goes beyond simple open alerts to provide deeper behavioral data.
Key engagement insights include:
- Time on page and scroll depth by section, showing which details hold attention.
- Forwarding detection, which reveals new stakeholders and helps with multi-threading.
- Return visits that signal renewed or serious interest in the deal.
These detailed metrics empower sales reps to understand buyer behavior and proactively address questions or obstacles, reducing stalls and clarifying terms when attention is highest.
Can sales reps customize the instant notifications for quote activity?
Yes, sales reps and managers can control alerts to ensure they receive push notifications that are relevant to their role and the stage of the deal. The platform's real-time alerts fire across both desktop and mobile devices, ensuring reps can act immediately, even when they are on the go. This is critical for catching a prospect while they are actively reviewing the quote details.
While the context states you can "Adjust channels and frequency by role and stage," typically within the Hoop ecosystem, customization options allow users to set preferences for:
- Which specific activities trigger an alert (e.g., first open vs. third return visit).
- The preferred delivery channel (e.g., desktop pop-up, mobile push, or email summary).
- Filtering alerts to focus only on high-value or highly engaged deals, ensuring noise reduction so reps prioritize the hottest leads first.
- Which pricing plans include the Quote Activity Tracking feature?
- Quote Activity Tracking is a valuable feature available across multiple service tiers within the Hoop platform to support different business needs. Based on the platform's standard offerings, this feature is included in the Core, Pro, and Enterprise pricing plans.
- This widespread availability ensures that teams of various sizes, from growing businesses on the Core plan to large organizations utilizing the Enterprise tier, can leverage activity tracking to boost their win rates. Usage limits, such as the volume of tracked quotes or the level of historical data retention, may scale with the plan level. For example, the Enterprise plan may offer more extensive analytics and integration capabilities compared to the Core plan, but the fundamental real-time tracking capabilities remain accessible across all listed tiers.
- How does Quote Activity Tracking enhance team-wide collaboration and management?
- This feature provides necessary team-wide visibility to maintain a cohesive sales effort and improve accountability. Activity logs are automatically attached to associated contacts and deals, creating a comprehensive deal timeline that anyone on the team can review. This visibility prevents duplication of effort and ensures smooth handoffs.
- For sales managers, the feature offers dedicated manager views that highlight key activity patterns, making it easy to spot coaching moments related to timing and outcomes. Furthermore, the data contributes to template feedback, guiding the refinement of quote content based on attention heatmaps. The Hoop platform uses these insights to help teams align multi-threading with actual viewers and foster an environment where win rates naturally improve.
- Is quote forwarding tracked and how is data handled for security and privacy?
- Yes, forwarding is a key element of the tracking feature. When a quote is forwarded to a new party, the system detects this action and attributes the new viewer's activity. This is crucial for stakeholder mapping, as new viewers appear in the activity logs and engagement reports. Knowing who else is reviewing the quote helps the sales team align their multi-threading strategy with the actual buying committee members.
- Regarding security and privacy, the Hoop platform adheres to modern data handling best practices. All tracking data is encrypted both in transit and at rest. The information is solely used to enhance the sales workflow, manage follow-up prioritization, and provide internal engagement metrics. We prioritize client data confidentiality, ensuring that tracking activity focuses on behavioral signals within the platform without compromising personal data or exposing proprietary information externally.
.avif)
%20(1).avif){kind=avatar}
.avif){kind=avatar}
