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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / What's the point o...
Microsoft Dynamics CRM (Archived)

What's the point of adding Stakeholders to a Lead?

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Posted on by Community Member

I've been scouring the boards for different stakeholder related posts. I've come across posts for people talking about adding stakeholders to a Lead. Why would one do this? Apparently when a Lead is qualified, the stakeholders carry over to the Opportunity that gets built. Is this the main function? To prepopulate the Stakeholders onto the Opportunity?

Curious in Seattle...Bianca

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  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi Bianca,

    The idea is that you can track who the relevant stakeholders are at any point in the process, not just when it becomes an opportunity. Even if you just have a lead, you may know who the Champion is and you'll want to record that immediately so you don't lose any knowledge about that potential opportunity.

    If this helps, I'd greatly appreciate if you could mark this as the verified answer.

    Thanks,  Aiden

  • Verified answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Bianca,

    This is actually just the data wise and historical only.

    The stakeholder referring to the powerful and influence man that can affect whether your prospect can go next level or not.

    Then what's the point of adding it in the lead?

    Well, some people thinking that better we know who the people we need to deal with at the very first before even qualify it.

    So, they think better put this to the early stage during lead nurturing or lead qualification.

    With this data also need to pay attention and also let sales manager notices that how well your salesperson understand their lead.

    How they know the people they need to approach.

    And also this can be good for analytical

    For example: you always found that those lisf of guys always sitting in the Lead level but never ever qualify it as Opportunity.

    So you might do re-think 100 times before you try to approach again since based on its history, they are always becoming lead and lead.

    Then again since it will bring over when it comes to flow to Opportunity, the salesperson no need to re-key in again, you are right.

    Then no more double job.

    In term of Contact perspective, you also can see 360 view that this guy is linked to how many lead and how many opportunity.

    If still sitting in the Lead that never qualified, you understand that this lead would be having small chance to succeed if the stakeholder is this guy. That is to have additional data for analysising.

    Some people keen to skip it as well.

    Hope this helps.

    Thanks.

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