Relationship Management

Developing relationships with various groups, including: prospects, media and suppliers is a major task for communications. Sumac can help with communications management!

Maintain detailed information about all of your contacts including: clients, prospects, media, board, suppliers, and sponsors. In Sumac each contact is customizable and can be related to any other contact. For example, indicate that one prospect is a parent of another prospect or that one person works for an organization, and that the organization is also your sponsor and supplier.

Media

For media, you can build profiles that include:

  • Specific contacts in the organization
  • Details about what kinds of stories they are interested in
  • Related communication, e.g. news releases they have picked up

Because all of this information is in one place, you can see your whole relationship with each contact at a glance.

Prospects, Donors, Clients & Audience Members

For prospects and donors, you can build profiles that include:

  • Interests
  • Demographics
  • Connections to the organization
  • Anything else that may help you personalize communication.
  • A picture

With all of this neatly organized information, Sumac can segment contacts with unmatched precision based on any set of criteria, so targeting communication for specific audiences is a breeze!

Suppliers

For suppliers, like printers, you can build profiles that include:

  • Costs
  • Discounts
  • Time lines
  • Notes about previous jobs

Knowing that a particular printer needs one week notice in order to print fliers may come in very handy when you are working on a very tight time line. Being aware of past complications will be useful when it is time to find a supplier for another job.

You can do this all with Sumac Roots