Stakeholder Management
Closing a deal in the Project business for building material manufacturers requires a deep understanding of the stakeholders involved. Baucore supports Sales Reps by giving them insight into every stakeholder on a Project, so they can put their focus on the right partners to win the deal.
A Participant (Beteiligte__c) represents any Account, Contact, or Lead playing a role on a Project, Project Lead, or Main Project — Architect, Processor, Dealer, Building Owner, and more. Every participant carries the Loyalty and Performance indicators of its linked Account directly into the component, and participants with a role marked “Main Project Relevant” automatically propagate up to the Main Project, so an umbrella view stays current without manual duplication.
Where to go next
- Use Cases for Participant — worked examples of managing Project Participants day to day.
- Manage Participants for a Project Lead — monitor and work your Participants to win more deals.
- Understanding Stakeholder Relationships — the relationship-insight features (Project Navigator, Supply Chain, Stakeholder Map) built on top of Participant data.
- Set Up Stakeholder Management — the Participant features are fully customizable; this covers planning and configuring them for your business.
- Things to know about Stakeholder Management — considerations to review, plus the Account and Filter field references.
Related
- Manage Participants for a Project Lead
- Understanding Stakeholder Relationships
- Win More Projects with the Right Participants