Engagement Levels and Colors

Zengain aims to offer a platform for the revenue team that's simple to use and understand and requires little training. One key area we do that is with simple analogies, like traffic light colors, for ease of use. Most of us understand the meaning of urgency or the importance of red, amber/yellow, and green.

These colors are used in the UI to highlight actions or issues for attention and guide the team to opportunities or risks they can jump on quickly and effectively.

Goal

Focus the team.

Details

Using simple ways to highlight insights in plain English with at-a-glance importance levels. UI that

Outcome

Ease of use and focus.

Why Simplicity Drives Adoption-For Customers and Sales Teams

Tools that are complex or take a long time to learn often lead to low adoption rates. When customers or sales teams encounter steep learning curves, frustration sets in, and they’re less likely to use the tool consistently or at all. This hurts customer success and makes it harder for your sales team to leverage those tools to close deals.

In contrast, simple, intuitive solutions, like using traffic light indicators (green, yellow, red) in the UI, are instantly recognizable and easily understood. People don’t need training to interpret them, so they can focus on taking action instead of figuring out how the tool works. This ease of use increases adoption, boosts productivity, and helps everyone immediately benefit from the solution.

In summary, Easy-to-use, visually clear tools drive higher adoption and engagement, making your sales process smoother and more effective for your team and customers.

Across Zengain, we show insights and engagement levels, which all use these colors and methodology to show how high or low the engagement is with your Customers and Contacts (users).

Traffic lights (for focus)

The UI's traffic light indicators (green, yellow, red) are instantly recognizable and easily understood.

• Risks: Red

• Opportunities: Green

• Warnings: Yellow

Engagement Level Colors

Company Engagement Levels (at a glance)

Using the colors, you can easily see trend lines and levels based on this color scheme to quickly understand what's happening in your business.

Health score (with indicative icon for the trend):

This shows the daily/weekly/monthly activity levels with health score (colored bars), and using the color guide above, you can map their engagement levels easily. Rolling over a bar in the score shows their engagement score.

Conversion probability - pick from a drop-down list of options: