/

Stakeholder Overview Optimisation

Stakeholder Overview Optimisation

Stakeholder Overview Optimisation

Sales

Keep your team informed and reactive with the Stakeholder Overview Agent

Usually, your sales team spends hours manually collecting and verifying information about stakeholders, which may lead to delays, outdated insights, and misalignment.

Usually, your sales team spends hours manually collecting and verifying information about stakeholders, which may lead to delays, outdated insights, and misalignment.

Difficult Decision-Makers Tracking

In fast-moving projects or with new clients, it’s hard to keep track of key decision-makers, their roles, and how their influence affects outcomes.

Slow and Error-Prone Processes

Without automation, gathering and updating this information is slow and prone to errors, making it challenging to maintain accurate records.

Delayed Approvals

Working with incomplete or outdated data leads to miscommunication, slower approvals, and ultimately lowers the project success rate.

What used to take up to an hour for each project now just takes 10 minutes.

Consistency

Consistency

Faster Communication

Faster Communication
Faster Communication

83%

Time Saved

By ensuring up-to-date stakeholder information.

83%

Time Saved

By ensuring up-to-date stakeholder information.

83%

Time Saved

By ensuring up-to-date stakeholder information.

Better-Informed Decisions

Better-Informed Decisions
Better-Informed Decisions
Consistency

Easyflow Solution

Easyflow Solution

By adopting our automation agent, your team gets a centralised, accurate, and always up-to-date view of all relevant stakeholders, including their roles, level of influence, and project relevance.

By adopting our automation agent, your team gets a centralised, accurate, and always up-to-date view of all relevant stakeholders, including their roles, level of influence, and project relevance.

New Client Detection

The automation process activates instantly when a new client appears or is added to your system.

01

01

Stakeholder Discovery & Research

The system automatically identifies and researches all relevant stakeholders associated with the new client across various data sources.

Role & Influence Analysis

Each stakeholder is analysed and categorised by their role, decision-making authority, and level of project influence.

02

02

03

03

Project Relevance Mapping

Stakeholders are mapped to specific projects and opportunities based on their areas of responsibility and involvement.

Centralised Dashboard Creation

A comprehensive, up-to-date stakeholder overview is generated and maintained in your centralised system for easy access and reference.

Need a Custom AI Agent?

Let's build tailored AI agents designed to match your unique workflows, goals,
and business needs — just drop us a line.

Need a Custom
AI Agent?

Let's build tailored AI agents designed to match your unique workflows, goals,
and business needs — just drop us a line.

Need a Custom AI Agent?

Let's build tailored AI agents designed to match your unique workflows, goals,
and business needs — just drop us a line.