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 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Working with incomplete or outdated data leads to miscommunication, slower approvals, and ultimately lowers the project success rate.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.
New Client Detection
The automation process activates instantly when a new client appears or is added to your system.
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.
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.