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You can capture the following information about people:
Image: A thumbnail image to help you recognise them.
Name: Forenames and Surname
Description: A free formatted text box to capture whatever you want about them.
Email address: this will allow you to send and search for emails as well as connect to CRM system directly from StratNav.
Phone number
Mobile number
LinkedIn profile.
You can use our browser bookmarklets to integrate with LinkedIn, email and CRM systems.
You can also link People to:
business processes
strategic insights
strategic goals, objectives and performance indicators
strategic initiatives and actions
organisations and groups
meetings
risks
uploaded or linked files
that they are connected to for easy cross-referencing.
Finally, you can attach notes to people, and find them where they appear in other strategy projects you're engaged with.
Frequently Asked Questions (FAQs)
What information can I capture for people stakeholders in StratNav?
You can capture an image, forenames and surname, a free-text description, email address, phone number, mobile number and LinkedIn profile.
Can I store contact details for people in StratNav?
Yes. You can record email addresses, phone numbers and mobile numbers for people stakeholders.
What can I do with a person's email address in StratNav?
An email address allows you to send and search for emails, as well as connect to a CRM system directly from StratNav.
Can StratNav integrate with LinkedIn, email and CRM systems?
Yes. StratNav browser bookmarklets can be used to integrate with LinkedIn, email and CRM systems.
What strategy work can people be linked to in StratNav?
People can be linked to business processes, strategic insights, strategic goals, objectives, performance indicators, strategic initiatives, actions, organisations, groups, meetings, risks, and uploaded or linked files.
Can I add notes to people stakeholders in StratNav?
Yes. You can attach notes to people.
Can I find where a person appears across strategy projects?
Yes. StratNav allows you to find people where they appear in other strategy projects you are engaged with.
About the author
Chris C Fox is an independent business strategy consultant and founder of StratNav. He helps consultants scale their impact, supports C-suite leaders in executing enterprise-wide strategies, and equips founders to grow and adapt with confidence.
👉 Learn more about Chris and his work.
👉 Book a strategy call or try StratNav for free.
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