With the right automations in place, you and your team can get more done in less time, and with less effort. Simply Stakeholders allows you to set up workflows with rules and triggers to automate follow up actions.
Here are just a few example workflows:
Minimize the time and effort needed to get data into your stakeholder software with our data capture tools, including:
Take the stress out of regular reporting. Set up reports to show the data you want to track, then schedule them for automatic delivery to team mates. Each scheduled report will automatically display the latest stakeholder data, giving your colleagues an up-to-date overview of the situation.
Simply Stakeholders sets you up for success with a dedicated Customer Success Executive — right from the start. Get set with our Core Plan in as little as 2 weeks, and hit the ground running with hands-on support, training, and templates.
To get started with Simply Stakeholders, reach out to the team or request a personalized demo.
Streamline Your Stakeholder Management Processes
Capture your stakeholder data directly into the software using the email plugin(s), form builder tool, Zapier, or API.
Set up rules and triggers for automatic task creation and notifications.
Create a report, define your reporting schedule, then add the email addresses you’d like to send it to.
Corporate
Build better relationships for a competitive advantage.
Policy & Programs
Collaborate on engagements with a single source of truth.
Projects
Track and manage your mission-critical relationships.
