Overview:
Stakeholder Scout automatically identifies the people who matter most in each deal. Living inside the Org Chart view of every Pod, it uses AI to suggest additional stakeholders based on live deal context—helping sellers build stronger, more complete buying committees without leaving trumpet.
Available for brands on the Elite plan.
Features:
AI-driven matching → Analyses existing contacts’ roles and titles to surface others in similar or related positions.
Contextual filters → Refine recommendations by role, location, or company for precise targeting.
Smart fallback logic → Expands search scope when exact matches are unavailable to ensure relevant results.
In-Pod visibility → All recommendations appear directly within the Pod’s Org Chart view.
Automatic results → When you open the Org Chart tab, the recommended stakeholders panel populates on its own — no button to press or search to run.
How to use it:
Open the Org Chart tab in your Pod. The recommended stakeholders panel appears automatically with suggestions.
Apply filters to refine the recommendations shown.
Add stakeholders to your Org Chart one at a time using the Add button on each profile card, or select several and add them in bulk.
Benefits:
↳ Faster stakeholder mapping → Automatically reveals missing contacts in the buying group, saving hours of research.
↳ Stronger multithreading → Identifies new champions and decision-makers, improving deal coverage and engagement.
↳ Better personalisation → Each suggestion is based on live Pod and account data, keeping outreach accurate and relevant.
↳ Reduced research time → Removes the need for manual LinkedIn searches or guesswork, allowing reps to focus on selling.