Stakeholder Intel
Stakeholder Intel is a Salesforce-based solution that enables sales teams to identify, assess, and strategically engage key stakeholders across accounts and opportunities.
The Challenge
Sales teams struggled to identify who actually held influence within a customer organization, and stakeholder data that did exist was manually maintained, scattered, and quickly went stale. Teams had no structured way to share what they learned about the people behind a deal.
Our Approach
- Developed a stakeholder intelligence platform within Salesforce
- Enabled mapping of stakeholders at account and opportunity levels
- Introduced scoring for influence, engagement, and relationship strength
- Built visual tools to understand stakeholder dynamics
The Outcome
Reps can now see who really influences a deal at a glance instead of relying on memory or tribal knowledge, and stakeholder insight stays current and shared across the team rather than living in one person's head.
Client
Confidential
Technologies Used
SalesforceApexLightning Web Components
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