User Roles: Who Should Use What?

Understanding how each team member can best use Stairoids ensures everyone benefits from the power of buying signals and intelligent outreach. Below is a breakdown of key user roles and what they can (and should) focus on in the platform.

👨‍💻 SDRs (Sales Development Representatives)

Goal: Find the right moment to start a conversation.

🔧 Features to Use:

• Activity Feed → spot profile visits, LinkedIn engagements, and pricing page views

• Intentional Wire Score (IWS) → identify warm contacts to prioritize

• LinkedIn Extension → quickly message leads who are heating up

• Assigned Accounts → follow up on approved companies and contacts

✅ Main Tasks:

• Follow up on high-scoring contacts

• Send personal messages via LinkedIn

• Log contact outcomes into CRM

• Trigger follow-up marketing (e.g., nurture flows)

🧑‍💼 Sales / Account Executives

Goal: Prioritize pipeline, close deals faster.

🔧 Features to Use:

• Company View → see all signals tied to an account

• Buying Unit Insights → know who’s influencing the deal

• Custom Filters → find "ready to talk" companies

• Tagging & Notes → collaborate with marketing & SDRs

✅ Main Tasks:

• Act on buying intent (e.g. 3+ visits to pricing page)

• Assign or escalate warm accounts

• Coordinate outreach timing with SDR

• Provide feedback on fit and conversion

📣 Marketing Users

Goal: Run campaigns that trigger buying signals.

🔧 Features to Use:

• Audience Builder / Filters → define target segments

• Influencer & Competitor Tracking → spot early signs of interest

• Marketing Automation Integration → sync email data into IWS

• Campaign Insights → measure campaign impact on lead behavior

✅ Main Tasks:

• Upload custom audience lists

• Monitor engagement signals from ads, posts, emails

• Identify accounts to push into sales workflows

• Use “hearts” ❤️ to flag promising contacts for sales

📊 Management / Leadership

Goal: Monitor pipeline health and team performance.

🔧 Features to Use:

• Dashboard Overview → see heat across ICP accounts

• Custom Lists → track strategic accounts, partners, or verticals

• Scoring Settings → align system logic with go-to-market focus

• Reporting Exports → share insights with stakeholders

✅ Main Tasks:

• Evaluate activity trends & engagement levels

• Adjust filters and approval rules to stay aligned with strategy

• Validate the value of marketing & sales actions

• Coach the team based on data, not guesswork

🧠 Tip: Tailor the Experience with Tags & Filters

Every user can set their own views using filters, tags, and favorites — no clutter, just relevance.

📌 Summary