Champify Explorer - Sales Rep UI – Champify

In Q3 2025, we rolled out a new experience for reps to locate the Champify leads and contacts within the accounts in their territory.

The new experience is hosted within Salesforce and has a custom interface to allow for prospecting activities at the contact, lead and account level.

The weekly email alerts will direct users to this view and we recommend it is added as a tab to the Salesforce Navigation bar.

Instructions: For SFDC admins, add the new view to the Salesforce Navigation bar. Within Salesforce: “Edit” pen icon → “Add More Items” → “New” → Search and select “Champify” → Drop up to the top of the list. Screenshots available: Adding Champify Explorer to the SFDC Nav Bar.

What updates were made to the new Champify Sales View?

Team based: The list dynamically shows based on account teams instead of single contact owner → AEs and SDRs can share the same visibility

Combines contacts and leads: Contacts and leads are both in this same list → no need to manage Champify contacts and leads in separate places

Fully customizable: Just like other standard Salesforce lists, you can customize filters and add/remove columns in seconds

Reporting: The Champify stakeholder object allows for reporting across all leads and contacts in one place

For InsiderAI customers: You can see the closed/lost insights within the Champify tab making it easy to add to your closed/lost workflow

Upon loading, the view will display all of the open Champifys - leads or contacts that have not been worked yet.

By clicking into each view - ops / leadership can customize with filters and columns.

Stage Definitions

Open - Champifys that have 0 activity logged against them since the job change surface date.

Working - Champifys that have activity logged against them since the job change surface date.

Engaged - Champifys that have response email or meeting activity logged against them since the job change surface date.

Recycle - Champifys that are either disqualified or are a bad fit at the moment.

Why did we do this?

One singular view to see all of your Champifys at a glance – easily see the previously relationship context (former user, Champion, CSM contact etc. AND their previous company), current account, and all information to prospect manually or get into a cadence quickly (LI and email).

Easily differentiate between contacts that are open, working, engaged, and should be recycled.

Allows for customization within the views → filtering and adding in first party fields to enhance the Champify view.

Why does it matter?

Before this view, different account ownership models caused some challenges with accessing the right contacts within your territory or named accounts.

How to access it?

You must be on the latest version of Champify - to upgrade, please use the install link to upgrade your Champify package.

How much does start date matter?

Of the $400M+ in pipeline Champify has helped customers create, the timing is not indicative of any positive/negative effectiveness. The most important thing is that they had a previous relationship with Navan in the past and you are tapping into that warmth.

What if the new stakeholder object isn’t working for my organization?Al

The new Champify Sales View works off of a new object, the stakeholder object. This sits on top of contacts and leads so we can create a contact and lead agnostic view. If this is not working in your Salesforce environment, you can revert back to the original view.

Go into custom settings —> select champify settings —> disable the stakeholder triggers and save