Organize

Organize your resources, teams, and divisions within a consistent and controlled framework.
Establish common rules to improve operational efficiency and develop your organization.

List of portfolios, their key figures, and their members

Portfolio and campaign

Structure your partnerships by portfolio

Organize your partnerships into portfolios that reflect the actual structure of your organization: segment, region, or project type.
Each portfolio has its own teams, budgets, and management rules.

Manage your sponsorship by campaign

Break down each portfolio into annual, seasonal, or event-based campaigns.
You can keep a record of past editions, manage the current year, and prepare for the following years using a multi-year approach.

A consistent organization over time

Reuse your settings from one campaign to another: partnerships, catalogs, objectives, or access rights.
You guarantee continuity of management in the short, medium, and long term.

Manage your team

Clear and hierarchical roles

Assign each employee a specific role on the platform: owner, administrator, or regular member.

Access rights tailored to each scope

Each user only has access to the portfolios or campaigns assigned to them, with rights defined according to their role and responsibilities.

Clarify operational responsibilities

Tasks, opportunities, and partners can be assigned to one or more team members in order to empower everyone and streamline execution.

Directories of contacts associated with each partnership

Centralize projects and contacts in your directories

A single directory for all your projects

All projects from your portfolios are grouped together in a shared directory.
Filter by portfolio, campaign, type, or status to effectively track all your actions.

A comprehensive directory of your contacts

Access all contacts related to your projects, whether internal or external.
You can quickly identify the right people to talk to and ensure continuity of communication.

Catalogs and reference guides

Counterparties

Define and organize all active counterparts: visibility, hospitality, business, etc.
You have a common base ready to be used in each of the projects you sponsor.

Reusable packs by project type

Assemble your rewards into packages tailored to different types of projects or levels of commitment in order to effectively conduct discussions with your contacts.

Objectives and indicators aligned with your strategy and KPIs

Define your performance indicators—revenue, brand awareness, reach—and break them down by market, campaign, or portfolio to track your strategic priorities.

Examples of rewards, packages, and goals

File gallery, organization-level resources

Resource Center

All your files, one place

Centralize your organization's key documents and facilitate their distribution: logos, charters, kits, materials... everything is gathered in one place.

Always accessible, always up to date

Each portfolio has access to the right documents, without manual sending or duplication. Your files are always available and up to date.

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