Manage people stakeholders in StratNav with contact details, linked strategy work, notes and CRM, email and LinkedIn integrations.
Individual People are a key stakeholder group in StratNav. See Keeping your stakeholders in the loop
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.
