...
Enabling Stakeholder Insights only takes a few minutes. Enable Stakeholder Insights for ClosePlan.
Navigating to Stakeholder Insights
Stakeholder Insights can be accessed from three locations within Salesforce, when viewing either an Account or an Opportunity.
...
Stakeholder List (located on the Maps tab)
Relationship Maps found under Opportunity tab
Smart Scorecard
Anatomy of Stakeholder Insights
...
Contact’s photo
Contact’s name
Contact’s job title
Contact’s current company
Contact’s location
Engagement Score - Numerical representation of the Contact’s current level of engagement
Dashboard tab - Primary tab of Stakeholder Insights featuring four tabs with more information about the Contact.
Engagement - A detailed view of the Contact’s engagement trend.
Connections - Who else within your organization has interacted with this contact, and can introduce you.
Opportunities -
...
What other Opportunities (if any) is this Contact
...
involved
...
.
Details - Tab with more information about the Contact such as an about section, contact information, notes, and covered by.
Tasks - Past and upcoming activities in which this Contact is involved
...
.
Engagement Trend Tile - This Contact’s Engagement Level, mapped over the past four months.
Upcoming Activities Tile - A quick glance at this Contact’s past and upcoming activities.
Connections Tile - A quick view that displays the individual within your organization that this Contact has interacted with most.
Opportunities Tile - Displays
...
other Opportunity(s) in which this Contact is involved
...
, as well as a link to view the full list.
Things to Consider
Stakeholder Overview tiles are not currently configurable
No setup or configuration required. Once updated to the latest ClosePlan package version, these changes will take place automatically.
...