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💡 Automatic CRM sync: New stakeholders are added to your deal automatically.
💡 Accurate data: Every contact is enriched and linked to the right deal.
💡 Instant visibility: See who’s engaging with your Pod in real time.
💡 Smarter selling: Spot decision makers the moment they enter the conversation.
Senior Account Executive Michael Whittaker shares how trumpet’s Stakeholder Insights feature keeps his CRM clean, his deals accurate, and his team aligned - all without any manual work.
What are Stakeholder Insights in trumpet?
Stakeholder Insights help revenue teams stay aligned and informed by automatically tracking who’s engaging with their Pods.
Whenever a new person views your Pod - whether it’s a decision maker, budget holder, or influencer, trumpet detects the new stakeholder and connects the dots instantly.
How does automatic stakeholder tracking work?
As Michael Whittaker, Senior Account Executive at trumpet, explains:
“Now my Pod is live and in my champion’s hands. If a new person views it, trumpet automatically adds them straight into my CRM deal.
Let’s say a new stakeholder jumps in to review a proposal - I see them appear instantly in my Insights and my Org Chart. When I open HubSpot, that contact’s already been created, enriched, and linked to the right deal.
I don’t have to chase for names or copy and paste anything manually. It just happens.”
This simple automation saves time and keeps deal data consistent. No more gaps, missing contacts, or manual admin.
Why accurate data matters for deal momentum
A clean CRM is a sales advantage.
By automatically capturing and enriching new stakeholders, sellers can:
- Identify hidden decision makers early
- Adjust strategy based on new buyer roles
- Keep every opportunity up to date in real time
With Stakeholder Insights, you’ll always know exactly who’s involved and how your deal is evolving.
Final thoughts
For Michael, Stakeholder Insights mean less chasing and more selling.
Every new stakeholder is tracked, enriched, and connected, giving him a complete, always-accurate picture of every deal.
It’s one of those small features that makes a big difference in staying proactive and data-driven throughout the sales cycle.
FAQs
What does Stakeholder Insights do?
It automatically identifies new contacts who view your Pod and adds them to your CRM deal.
Which CRMs does it work with?
trumpet integrates with HubSpot, Salesforce, and Pipedrive.
Does it update Org Charts automatically?
Yes - new stakeholders appear instantly within your Org Chart view in trumpet.
How does this help sales teams?
It saves hours of admin, keeps data accurate, and helps reps spot key decision makers as soon as they engage.
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