Stay on top of your engagement activities and relationship building tasks, with built-in task management features:
Use tasks to plan engagements, handle complaints, assign responsibility, and collaborate on engagements.
Save time and take consistent action by automating your engagement process with workflows based on key triggers or events. For example, you might trigger a task to follow up with a stakeholder if:
This means instead of manually monitoring the system for updates (then creating and assigning the appropriate task), your team can focus on personally connecting with stakeholders when it matters most.
Set up recurring tasks to help you consistently engage with stakeholders, such as:
Notifications
Support your team to stay on top of the priority actions they need to take and meet response time KPIs with email notifications and due date reminders.
Task Assignment
Assign tasks to specific team members so you always know who is responsible for what actions.
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.
Add any tasks from your stakeholder management plan to a dedicated Kanban Task Board.
Define rules or triggers to automatically assign a task or send an email.
Create a reporting Dashboard to track progress and key activities specific to your stakeholder management plan.
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.
