Overview

The key to a deal’s success is understanding everything you possibly can about the people and companies to whom you are selling. With the latest update to ClosePlan’s Stakeholder Insights, the power of People.ai’s data is combined with ClosePlan’s intuitive interfaces to deliver multiple key data points, consolidated where you need them most. No more clicking around to find what you need.

How it Works

Think of Stakeholder Insights as your one-stop-shop for all the information you need to know about the Contacts on your Accounts, and external participants in your deals. 

The Stakeholder Insights feature has been completely redesigned to deliver key information such as who they’re most connected to within your organization, what other deals they’re involved in, their engagement trends, and much more!

All functionality for Stakeholder Insights is ready to go and is automatically accessible in the latest versions of ClosePlan (from 1.238 and above)

Enable Stakeholder Insights for ClosePlan

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.

Open

1. Stakeholder List (located on the Maps tab)

2. Relationship Maps found under Opportunity tab

3. Smart Scorecard

Anatomy of Stakeholder Insights

Open

1. Contact’s photo

2. Contact’s name

3. Contact’s job title

4. Contact’s current company

5. Contact’s location

6. Engagement Score - Numerical representation of the Contact’s current level of engagement

7. Dashboard tab - Primary tab of Stakeholder Insights featuring four tabs with more information about the Contact.

8. Engagement - A detailed view of the Contact’s engagement trend. 

9. Connections - Who else within your organization has interacted with this contact, and can introduce you.

10. Opportunities - What other Opportunities (if any) is this Contact involved.

11. Details - Tab with more information about the Contact such as an about section, contact information, notes, and covered by.

12. Tasks - Past and upcoming activities in which this Contact is involved.

13. Engagement Trend Tile - This Contact’s Engagement Level, mapped over the past four months.

14. Upcoming Activities Tile - A quick glance at this Contact’s past and upcoming activities.

15. Connections Tile - A quick view that displays the individual within your organization that this Contact has interacted with most.

16. 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.

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Have any questions? Drop us a line at support@people.ai