ectoRelations / Relationships in context
Customers. Partners. The history between.
A proposed relationship workspace linking customers, retailers, distributors and partners to the interactions and cases that matter to their teams.
RoadmapectoRelations / CONCEPT STUDYSource → outcome
Retail partnerOriginal retained
THE SHARED CONTEXT
Linked interactions
Source attached · reviewableTHE NEXT STEPA responsible team
WHO IT IS FOR
Consumer and partner operations teams.
- The starting point
- A customer or partner record
- The outcome to work towards
- A shared relationship history
PRODUCT OUTLOOK / ROADMAPA defined role.
A defined role.
A useful connection.
Explore the role this product plays in the wider workflow. Define the right scope, connections and acceptance checks for your team.
Interaction timelines and linked cases
Shared responsibility across partner teams
Permission-aware partner views
What needs
to connect first.
A repeated partner workflow and agreement about existing master records, matching rules and access.
IMPLEMENTATION NOTES
This is the extended relationship management (XRM) direction of the suite. It is a roadmap concept; existing CRM records remain the starting point for integration planning.
Inspect source readiness