Sales
Keep your team informed and reactive with the Stakeholder Overview Agent
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 key 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Working with incomplete or outdated data leads to miscommunication, slower approvals, and ultimately lowers the project success rate.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
New Client Detection
The agent monitors your CRM system (HubSpot, Pipedrive, Salesforce, etc.) and instantly activates the overview process when a new client is added to your account.
Stakeholder Discovery & Research
The agent 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.
Risk & Objection Identification
Potential concerns, objections, or resistance points are identified for each stakeholder based on their role and involvement.
Centralised Dashboard Creation
A comprehensive stakeholder overview is generated and stored in your centralised system, with ongoing real-time data updates for easy access and reference.