Leverage our key stakeholder contact information within Stoles to help with one to many campaigns or personalised stakeholder outreach.
Steps to conduct a one to many outreach campaign (marketing use case):
1. Utilising buyer lists, review which list you want to use to start searching for their contacts.
2. Select Contacts on the left-hand side panel.
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- Open filters on the right side and select the chosen buyer list.
- Filter from the function drop down to show the different types of roles.
- This can be exported into CSV/XML.
Personalised Stakeholder Outreach (sales use case):
1. Find a relevant notice and review the associated buyer profile
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- Select the contacts section in the buyer profile to show the key contact.
- Click on the Generate outreach button and to leverage AI to generate email.
Top Top: If you are unable to find the contacts you require, select the request contact button at the bottom of the page.
Adding buyers to opportunity and generating outreach:
1. Select Chosen opportunity from the opportunity tab
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- Collate all useful information such as notice information, documents, frameworks and contact information into one opportunity view.
- Go to the contacts section of the opportunity and select generate outreach to use AI to start reaching out to your chosen contact.