Stakeholders Report
This article outlines the Stakeholders Report in Staircase AI, which generates a comprehensive list of active customer stakeholders identified from client–vendor communications. It enables users to download stakeholder data, uncover engagement trends and sentiment scores, support targeted campaigns, and identify stakeholders missing from the CRM.
The Stakeholders report compiles a list of all currently active customer stakeholders across all active accounts as identified in your client-to-vendor communications.
Use Cases:
- Download active stakeholder list
- Find your most engaged customers
- Find happy and/or upset customers with individual sentiment scores
- Use this data to drive targeted campaigns: NPS/CSAT, case studies, G2 reviews, etc.
- Discover stakeholders missing from your CRM
