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Partner Management
The solution supports partner network management.

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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‘
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