Key takeaways:
- Sales teams can manage multi-stakeholder deals in a single workspace
- Stakeholder engagement can be tracked across the sales process
- Mutual action plans help structure collaboration with prospects
- Centralised deal information improves internal visibility
- A shared workspace supports smoother transitions from sales to delivery
Selling into large organisations means selling to a lot of people at once. Finance. IT. Operations. Stakeholders who join late, ask questions that were answered three emails ago, and share things internally in ways you can't see or control.
For AccessPay, a fintech platform connecting finance teams to banks and payment networks, that complexity is the norm. Trumpet became the way to handle it.
Keeping up with a growing stakeholder map
AccessPay targets larger, more complex organisations, which means every deal involves a bigger group of people.
Their Sales and Marketing Director explained the challenge directly:
"For new logo acquisition we're specifically targeting larger and more complex organisations, which means we're naturally working with a larger group of stakeholders in the buying process. For our Account Management team we need to be able to branch out into group, parent, and associated companies, so we need a quick way to summarise what we do for them today and engage lots of stakeholders, sometimes across a number of group companies."
A single Pod gives every stakeholder one place to go. No more version confusion. No more context lost in a thread.
Seeing who's actually in the room
One of the most practical wins for the AccessPay team is knowing who's reviewing their deals, even when those people haven't introduced themselves yet.
Their Account Director and Sector Lead described it:
"It helps with knowing who else is involved in the buying process, because prospects often send the trumpet Pod internally and you can see who logs in."
Their Senior Account Manager made the same point from a different angle:
"The Insights functionality is extremely useful to see who has been viewing which pages in your trumpet Pod and for gathering buyer intent."
No guesswork. No cold outreach to people who are already engaged.
Structured next steps with Mutual Action Plans
Alongside engagement visibility, Mutual Action Plans give AccessPay's team a shared way to track progress with prospects.
Their Senior SDR described why it works:
"My favourite feature is the Mutual Action Plan, aligning tasks and goals between sales teams and clients to streamline collaboration."
Both sides know what's next. Deals stay moving.
From first touch to handover
The benefit doesn't stop at close. Because all deal context lives in the Pod, AccessPay's delivery and customer success teams can pick up exactly where sales left off.
As the Sales and Marketing Director put it:
"The Pods also become a central location for us as a business to be able to review the entire sales process and ensure an efficient handover to our delivery and customer success teams, to ensure we deliver the value and ROI the customers expected."
The promise made in the deal is the same promise that lands in delivery.
The result
AccessPay now runs complex, multi-stakeholder deals with better visibility, cleaner handovers, and fewer things falling through the cracks. Their prospects have noticed too multiple reviewers mentioned getting positive feedback from buyers on the experience itself.
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