System-supported discussion/meeting preparation establishes enterprise-wide consulting standards.  The discussion preparation features of Innovations CRM facilitates systematic accessing of the most recent contacts with the partner, regardless of the employee(s) involved, and the most important master data.   Beyond that, all open tasks related to the partner are displayed and the system generates active notices on items to discuss or items that need action. 

Thanks to this support, even unexpected contacts with the customer can be used to best advantage.  The preparation time saved allows the relationship manager to manage a larger number of customers while maintaining the highest standards.  An added benefit is that substitutes can step in seamlessly to support other manager’s customers.