|
The basic functionality provides:
- partner categorisation (e.g. partner companies, service companies, suppliers, brokers, etc.)
- development of a partner’s organisational structures (main units, departments)
- development of a database of contacts (tele-address data, contact persons) for the organisational structure units of a partner
- registration and support of documents such as orders, agreements, service agreements specifying e.g. SLA conditions of cooperation with a partner
- generating electronic documents based on the templates e.g. settlements, reports, service and warranty orders
- archiving of correspondence with partners
- support of cases with partners that may also be subject to workflow processes, e.g. complaints, problem reporting, etc.
- registering of a products catalogue/services offered by a partner
- registering of partners’ price lists for their catalogue of products/services
- registering of preferred payment conditions between partners and a company
- registering of preferred methods of correspondence/parcel transfer;
- division of partners into areas and their automatic allocation to a client
- synthetic and analytical reporting of activities carried out with partners concerning the quality of cooperation, execution time and number of activities
- management of a partner’s 'life cycle‘
|