Stakeholder360

Most enterprise deals are not lost on product. They are lost on people: a champion who goes cold, a decision maker who was never engaged, or a blocker nobody noticed until it was too late.

Stakeholder360 gives your sales team a live view of everyone involved in a deal, mapped, scored and prioritised directly on Account, Contact and Opportunity records. No separate tools, no data exports and no manual updates.

Key capabilities

• Coverage analysis: tracks six roles most enterprise deals need and shows a live coverage score for every account.
• Stakeholder score: an automatic health score from 0 to 100 on every opportunity.
• Risk and opportunity engine: flags a missing champion, an inactive key contact, an unmitigated blocker or single-threaded engagement.
• Next best actions: turns problems into a list ranked by urgency and impact.
• Relationship views: an org chart, a stakeholder tree and a relationship graph, with no configuration.
• Stakeholder timeline: a dated log of additions, relationship changes and engagement.
• Contact profile: engagement score, relationship strength, linked opportunities and last activity.
• Alerts: critical and warning alerts on each opportunity, each with a recommendation.

The six roles it tracks

• Decision Maker
• Economic Buyer
• Technical Buyer
• Champion
• Influencer
• User

Where it appears

Stakeholder360 sits on the record pages your team already uses, so there is no new app to open.

• Account: summary, org chart, tree, graph, list, timeline, coverage, risks and next best actions
• Opportunity: health score, alerts, insights and relationship map
• Contact: stakeholder profile and photo

Built natively on Salesforce

Stakeholder360 is a native Salesforce managed package. Your data stays in your org, with no external callouts, no third-party databases and nothing to sync. Field-level security and object permissions are enforced, and three permission sets (Admin, Manager and User) give you precise control over access.

Who it is for

Account executives, sales reps, sales managers and Salesforce administrators. Managers can use the opportunity health score in pipeline reviews to decide where to coach.