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Jambo Frequently Asked Questions (FAQ)

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What is Jambo?

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.

What is SRM software?

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?

What is the difference between an SRM and a CRM?

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.

  • An SRM is ideal for managing stakeholder relationships and your history of engagement with these stakeholders, including any communications, issues, and commitments.
  • A CRM is ideal for managing customers and sales.

For a more thorough explanation, see our blog SRM vs CRM: What’s the Difference?

My IT team wants to use a CRM for stakeholder management—is this a bad idea?
A few key reasons to avoid using a CRM for stakeholder management include:
  • CRMs aren’t stakeholder focused
  • Customizing a CRM to meet your stakeholder management needs can be very expensive and often has hidden costs
  • As CRMs aren’t designed to meet stakeholder management needs and workflows, you’ll more than likely see low user adoption rates
  • Making a CRM do the job of an SRM can increase project risks
  • A CRM implementation can waste valuable resource time creating processes to follow (as the software isn’t built for managing stakeholders)
For an in-depth explanation, see our blog SRM vs CRM: What’s the Difference?
How do I know if I need an SRM?
We have a super quick way for you to decide if it is time for an SRM - answer the following questions:
  • Do you need a centralized place to store all your stakeholder data? (contacts, communications, issues, commitments, etc.)
  • Do you need be able to easily log, review and track stakeholder issues/concerns?
  • Do you need to reduce the amount of time spent on administrative duties like logging stakeholder details or communication records?
  • Have you ever forgotten a stakeholder commitment?
  • Are you often required to run reports on your stakeholder information or stakeholder engagement projects, but can’t find the data?

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?

If I only have a few stakeholders, do I need 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?

How does an SRM save time?

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

How does an SRM improve stakeholder engagement management?

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?

How can an SRM help strengthen stakeholder relationships?

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.

Will my data be secure?

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.

Where is the data stored/hosted?

Jambo is hosted in ISO 27001 certified data centres across multiple regions to help accommodate data storage requirements.

Contact our team for more details.

Who owns my data?

With Jambo, you always retain ownership of your data.

For more considerations on owning your data, check out our blog Why You Should Own Your Stakeholder Data.

Once we sign up for Jambo, how long does implementation typically take?

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.

Can I import/migrate existing data into Jambo?

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.

Can I export my data from Jambo if I cancel my subscription?

Yes, if you decide not to renew your subscription, you can easily export all your data out of Jambo.

Does Jambo integrate with my email?

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. 

How do I track stakeholders that hold different positions at different companies/organizations?

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.

Can I recover deleted data?

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.

Can I use Jambo ‘in the field’?

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.

Can I use Jambo on my phone?

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.

How can I increase user adoption in my organization?

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.

How much does Jambo cost?

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.

Visit our pricing page for more information or contact us so we can provide you with an accurate quote based on your organization's needs.

How many stakeholders or communication records can I add?

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.

Can I add users to my account during my subscription term?

Yes, your Customer Success representative can add users accounts quickly and easily for you.

What kind of support does Jambo offer?

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.

How do I contact the support team?

Simply log a ticket through the Jambo Online Helpdesk or email the customer support team, and they will quickly get back to you.

Does Jambo offer ongoing training opportunities?

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.

What makes Jambo different?

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:

  • Traceability - With Jambo’s traceability, you can quickly understand the big picture and drill into records, such as a communication log, to easily see all the other connected information like any issues, commitments, or tasks that came up at that same meeting.
  • Email integration - Automatically log communications with stakeholders to a specific project by emailing the record to Jambo. System logic will translate the email into a readable communication record.
  • Stakeholder management workflows and automation - Jambo’s unique workflows are designed specifically for managing stakeholder information and stakeholder engagement efforts (for more on the importance of workflows, check out our blog on how Jambo optimizes the user experience).
  • Robust reporting - Create concise or detailed reports quickly. Report on stakeholders, issues, commitments, the history of engagement, and much more.
  • Tags - Jambo tags make your records easily searchable and reportable.
  • A great user-experience - Our award-winning design team collaborated with stakeholder professionals to develop a system that not only looks great but works great too, making stakeholder management much more enjoyable!
  • Customer support - Our customer support team is 100% invested in your long-term success.
Do you have an app?

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!

Is Jambo customizable?

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!

What is SaaS software, and what are the benefits of SaaS over traditional software?
SaaS stands for Software as a Service. Cloud SaaS software, like Jambo, is beneficial as it can be accessed from devices with an internet connection and a modern web browser, making it easy for your teams to connect from wherever they’re working. With SaaS software, there is no need for additional hardware or servers as the software vendor manages all of this, allowing users to simply log in and utilize the software. As well, because SaaS like Jambo is offered as a subscription, you’ll get free updates and enhancements automatically.

Need to Contact Support?

Contact the Jambo Support Team

Want to Talk to Sales?

Contact the Jambo Sales Team

Leading Organizations Choose Jambo:

Leading Organizations Choose Jambo: