Process · Customers & market
Nurture partners, keep an eye on competitors.
For many organisations, sales, technology and supply partners matter just as much as customers — and what competitors offer influences every sales decision. easydoo keeps partners and competitors in their own dossiers with agreements, contacts, observations and assessments, so this knowledge is available to the whole team.
The situation
Where things get stuck today
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Scattered agreements
Partner contracts, terms and responsibilities are filed in different places — who agreed what with whom is unclear.
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Market knowledge in people’s heads
What sales learns about competitors stays stuck in conversations and emails and is never brought together.
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Neglected partnerships
Regular meetings, training and reviews only happen when someone remembers.
Process flow
From profile to review.
One dossier per partner or competitor — maintained, not forgotten.
- 1
Profile
Partners and competitors are recorded with profile, offering, contacts and focus areas.
- 2
Assessment
Strengths, weaknesses and strategic importance are assessed and recorded in the dossier.
- 3
Collaboration
Agreements, terms and joint activities with partners are managed — with deadlines and responsibilities.
- 4
Observation
Observations from sales, tenders and the market are continuously collected with the relevant competitor.
- 5
Review
Partnerships and assessments are reviewed periodically — with tasks for the next steps.
How easydoo helps
What easydoo brings to the table.
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Dossiers with your own fields
Partners and competitors with profile, offering, region and assessment — the way you evaluate them.
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Contacts & relationships
Contact persons and links to customers, projects and products.
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Agreements & deadlines
Partner contracts and terms with durations and reminders.
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Collect observations
Insights from emails, conversations and tenders are assigned to the competitor in just a few clicks.
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Targeted permissions
Confidential assessments and terms are visible only to the people who need them.
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Overview & reporting
Active partnerships, upcoming reviews and competitor activity at a glance.
Example
What it looks like day to day
A software company works with twelve sales partners. Each partnership has a dossier with contract, terms and contact person; the annual review is triggered automatically as a task. When sales loses a tender, they record with the competitor which offering and price won it. Before the next quote, the team knows what to expect.
Your benefits
What changes.
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Well-maintained partnerships
Reviews and meetings actually happen.
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Shared market knowledge
What one person knows, everyone knows.
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Clear agreements
Terms and deadlines in one place.
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Better decisions
Quotes made with the competition in mind.
Getting started
Productive within a few weeks.
You do not start from scratch: the process is ready as a template and is tailored to your organisation together with you.
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Understand the process
In a conversation, we clarify how the process runs today, who is involved and where it gets stuck.
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Adapt the template
Fields, steps, responsibilities and deadlines are tailored to the way you work.
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Roll out and expand
The team starts with the process — further processes are added when you are ready.
Not just a standard demo.
Your processes are the starting point.
We get to know your workflows and challenges. Then we show you concretely what your processes can look like in easydoo. A short conversation is all it takes to get started — free of charge and without obligation.
- 01
First conversation
We want to understand how your processes run today, what challenges exist and which systems you use.
- 02
Preparation
Based on your processes, we prepare concrete examples that show how easydoo can support you.
- 03
Second conversation
We show you what your processes can look like in easydoo and discuss the possibilities together.