Partner Management (CRM)
Track and manage your company’s customer relationship activities in a single interface!
Ever have the details of a meeting with an important partner exist only in someone’s head?
Ádám, a business development manager, has a colleague who suddenly goes on leave, and no one else knows exactly where the negotiation with a key partner stands – the discussions, promises and deadlines existed only in that colleague’s notes and head.
Companies need a transparent, simple way to track partner-related tasks.
The solution
The HRmaster Partner Management (Customer Relationship Management) module keeps all partner-related data and events in one place:
- Partners recorded by type (contact, customer, supplier, other), with name, activity, contact details and revenue
- Unlimited number of contact persons, who can even be given their own user rights to log in to the system
- Attach documents, invoices and services to partners
- Record contacts with an owner, time, deadline, method and outcome
- List, filter and search contacts by owner or deadline
- A dashboard widget for quick access
Benefits
- Partners who get better service, and therefore stay committed for longer
- Partner relationship processes become transparent, regardless of who handled the matter before
- Partner processes related to headhunting and staff leasing are also easy to manage
Ádám’s colleague going on leave is no longer a risk – every meeting and deadline is in the system, and anyone can pick up the thread.
More leadership support modules
Task and approval management
Systematic recording and control of employee tasks.
Task and approval management
Systematic recording and control of employee tasks.
Project management
Traceable project work and self-service timesheet recording.
Project management
Traceable project work and self-service timesheet recording.
Reporting
Create and share unique, graphic reports with a few clicks.
Reporting
Create and share unique, graphic reports with a few clicks.