Stakeholder Relationship Management (SRM) Software Basics
Jambo is the fastest and easiest Stakeholder Relationship Management (SRM) software—It simplifies how organizations manage their stakeholder engagement and consultation projects by helping teams collaborate in real-time to track, report and stay on top of their stakeholder information.
SRM stands for Stakeholder Relationship Management, and an SRM is a software for managing all your stakeholder relationships and communications with stakeholders. An SRM ensures your stakeholder information is organized, accessible, searchable and easy to understand, so you can focus on building trust and strong, long-term stakeholder relationships.
For a full explanation, see our blog What is an SRM?
While both systems offer a space to store data like contact information, overall, a CRM and an SRM are very different in terms of workflows, language and embedded features.
For a more thorough explanation, see our blog SRM vs CRM: What’s the Difference?
If you answered yes to any of these questions, it might be time to consider an SRM!
For more information, check out our blog What is an SRM?
It depends on what you’re hoping to accomplish with your stakeholder management efforts. If you just want a place to store basic stakeholder information like contact details, you might not need an SRM.
However, if you want something to help streamline and simplify your stakeholder management process, want to reduce the amount of time spent searching through your data, need to compile stakeholder reports regularly, want to de-risk your projects or need a way to collaborate with a team then an SRM might be the right choice.
For a more detailed explanation, see our blog on What is an SRM?
An SRM helps teams improve and simplify their stakeholder management by making it faster and easier to track and report on stakeholder engagement information. Whether you’re inputting communication records, analyzing your data, running detailed reports or reviewing the full history of engagement with stakeholders, we’ve designed Jambo to anticipate your needs, keeping your information at your fingertips through intelligent workflows and automation.
Better yet? Jambo requires minimal training, allowing your team to begin using the software effectively in a very short amount of time.
If you want to understand how the Jambo SRM can save you time, check out our blog 5 Ways Jambo Helps you Save Time
An SRM like Jambo helps you to simplify and streamline the stakeholder management process by enabling you to quickly log stakeholder information, communications, issues and commitments. You can also quickly produce reports, assign tasks to team members, and monitor progress throughout the lifetime of a stakeholder engagement project.
For a more extensive explanation on an SRM and all its benefits, check out our comprehensive blog What is an SRM?
When stakeholder information is centralized and accessible, it empowers you and your team to engage meaningfully, transparently and effectively with all your stakeholders. This helps your stakeholders to view your organization as more engaged, knowledgeable and reliable, allowing you to build trust and strong, long-lasting stakeholder relationships.
For a deeper explanation, see our blog How an SRM Can Help Build Stakeholder Trust & Relationships.
Yes. Jambo utilizes industry-standard processes to ensure the security and privacy of customer data so you can rest assured that your data is secure, with encryption both at rest and in-transit.
Jambo’s Two-Factor Authentication (2FA) option offers better security protection for accounts by requiring users to verify their login details by entering a code sent to the user’s mobile phone via SMS text message. This enhanced security option makes it significantly harder for an unauthorized person to gain access to user accounts and data.
While your account and the first project can be created in minutes, typical full setup and implementation for customers is between 2-6 weeks. To make sure you get setup to get the most out of Jambo, our onboarding process includes a designated Customer Success account representative who will give you a full tour of the system and help guide you through your first project creation.
For a full explanation, check out our blog on Jambo’s Easy 5-Step Implementation Process.
Yes, standard existing or legacy stakeholder data (like stakeholder contact lists or communication records) can be imported into Jambo using our easy import templates. Your Customer Success representative can work with you to assist with importing existing data during the Jambo onboarding process.
If you have an extensive amount of stakeholder engagement records that you want to migrate, contact us to discuss your needs.
Yes, if you decide not to renew your subscription, you can easily export all your data out of Jambo.
Yes, you can automatically log communications with stakeholders to a specific project by emailing the record to the unique Jambo project email created as part of your account. System logic will translate the email into a readable communication record, associate it with known stakeholders, and auto-add any attachments to the record.
At Jambo, we understand that your stakeholders can wear many hats. Jambo allows you to associate each communication record with a stakeholder according to the role they hold during that particular engagement. Each stakeholder may be associated with multiple organizations or groups such as communities, governments, companies, or associations within their contact profile so you can understand all the roles they hold independently of each other.
Yes, all your project data is stored in our secure, cloud-based system. Your account administrator can restore deleted records and contacts within a project. All changes are tracked in the change history portal that everyone can review (so you always know what was changed and by whom). Also, our two-step project deletion process helps prevent accidental deletion of projects.
Yes, Jambo is accessible on desktop computers, laptops, tablets and mobile devices. Jambo has a responsive design to enable easy use on a modern browser like Google Chrome or Microsoft Edge.
Yes, Jambo is mobile friendly and can be accessed through a smart cellphone device with an internet connection using a modern browser like Google Chrome or Microsoft Edge.
Easy to use software naturally has higher adoption rates. With Jambo, it’s fast and easy to understand and use, so your team will actually enjoy using the platform, meaning you’ll see higher user adoption rates than you would with other traditional software. Our strong focus on training and sharing time-saving workflows also helps increase user adoptions as we always ensure all users can access the help they need.
We answer this question in more detail in our blog, Jambo’s Easy 5-Step Implementation Process.
Every organization is unique, and every team has a different goal. Jambo pricing depends on several factors, including the number of users and projects and any extras you may need/like to include in your subscription like Jambo Packs, enhanced training, or onboarding. We work with organizations and government departments of all sizes to deliver the most suitable product for their needs.
There is no limit to the number of stakeholders or communication records (sometimes referred to as activities) that you can add to your Jambo account.
Yes, your Customer Success representative can add users accounts quickly and easily for you.
Support and Training
Our Customer Support team is available during business hours. Customers can always log a ticket through the Helpdesk portal or via email.
Once you become a Jambo customer, you join the Jambo community meaning you can access the Jambo knowledge library of how-to articles and videos designed to augment and reinforce your initial training. Also, we regularly run free customer training webinars to explore new features and updates, or deep dive into things like the Jambo reports module or issues management.
Yes. Jambo customers have access to the Jambo knowledge library of how-to articles and videos designed to augment and reinforce initial training. Also, to help users better understand new features or updates, we regularly run free customer training webinars.
Other Commonly Asked Questions
Jambo is an SRM that your team will actually enjoy using. Teams can log, track, manage and report on stakeholder information without having to dig through emails, notes, and spreadsheets. With Jambo, users don’t waste time searching for stakeholder information or trying to pull together a report. Jambo helps everyone on the team stay organized, keep informed, and reduce risk.
A few of our unique features include:
As Jambo is fully mobile responsive, there’s no need to download an external app from an app store to access Jambo on your cellphone or tablet—it just works!
Custom fields and tags can be assigned at the account level to help you organize your data and better align with your stakeholder management process. Aside from this, every new Jambo feature is developed through customer feedback. We always encourage customer input so we can keep improving Jambo to meet customer and industry needs. Customers can use the ‘give feedback’ button or discuss their feedback with their Customer Success representative and if it’s a common request – it may appear in a future release!