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Stakeholder Relationship Management

Turn Relationships into Revenue with Dynamics 365 for Stakeholder Relationship Management.

Understand your Key Stakeholders Through Intelligent Actionable Insights.

Stakeholder Relationship Management (SRM) allows you to transform your data into timely and relevant information, inferences, and predictions that help your business turn it’s relationships into revenue.

Stakeholders can include members, licensees, suppliers, customers, debtors, brokers, and many more. No matter what your industry, no matter what your focus, no matter what kind of products or services you offer, your key stakeholders are the single most valuable asset of your organization. The relationships that you cultivate with your business stakeholders will determine your company’s level of success. And, as with any important relationship, it’s level of success will depend heavily upon how well you know one another.

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See the Value of your Relationships to your Business.

Understand your key stakeholder and provide a comprehensive view of the stakeholder journey to reveal interactions, make inferences, and anticipate stakeholder needs. Spanish Point’s SRM solution gives you a 360-degree view of the health of your relationship with your key stakeholders. This greatly reduces the likelihood of key stakeholder accounts being lost because you are providing them with a better stakeholder experience. Similarly, your key employees are more likely to be satisfied at your organization because they are not working in disjointed circumstances and they feel valued by their employers, this results in an experienced, satisfied, and loyal workforce who see their values align with the organization’s values so that both parties pursue a common goal.

Automate Business Processes

Automatically stored communication allows you to view emails, calendar and phone call details in one easily accessible place. Our solution makes it possible for any employee to provide the same high level of service, by having access to the same stakeholder data. Add that to the ability for multiple teams to access the same information, it simply sky rockets the amount of achievable progress. This enhanced level of quality communication allows for better execution of plans and helps to prevent the pains of your stakeholders because you know and understand them better than before.

Customer Insights

Stakeholder Relationship Management Features

Connect to All your Data

Get a comprehensive look at your customers. Uncover insights by bringing all your customer data together—including Dynamics 365, Office 365, and third-party data sources—with the security and privacy you require.

  • Access data with out-of-the-box connectors or custom integrations.
  • Easily compose data flows using Azure services.
  • Integrate profiles, KPIs, and predicted outputs with a Power BI Desktop connector.

Resolve Ambiguity

Match customers with activity. Fully understand the customer journey across channels by using contextual information and artificial intelligence that matches customers with previously ambiguous activities and profiles.

  • Improve segmentation and predictions using inferences.
  • Infer high-confidence links and relationships between your data and known individual or organizational customers.

Make Smarter Decisions

Predict business outcomes with predictive scoring. Guide your decisions and processes by applying artificial intelligence to predict outcomes across your business.

  • Automatically create and deploy highly effective machine learning models for your specific needs.
  • Identify positive and negative influences on business predictions to plan follow-ups and help anticipate risks.
  • Grade business predictions for better process integration and automation.

Use Marketing Resources More Efficiently

Identify and take advantage of marketing opportunities by creating granular customer segmentation based on transactional and behavioral data, inferences, and insights.

  • Define dynamic segments based on a deep network of relationships.
  • Explore data visually to quickly find and access the data marketers need.
  • Use segments that are always up to date and based on complete customer journeys.

Create Rich Visualizations

View the entire customer journey at a glance. Better understand the customer journey—individually or in the aggregate—by composing role-specific visualizations that bring together customer profiles, interactions, metrics, inferences, and predictions.

  • Define the metrics that matter to you and keep them up to date.
  • Easily build visualizations and embed them into existing tools and business processes.

Want to learn more?

Join our Dynamics 365 Bootcamp!

This one-day hands-on bootcamp will be delivered by one of our senior consultants and will cover key Dynamics concepts.