We use a CRM (customer relations manager) software to compile institutions, their mandate and key persons.  In 2022 we started to benefit from HubSpot.
HR&S Sweden and HR&S Country Branches benefit from the same platform. Thereby we can upload a number of institutions and share the milestones between us.
It is a long-term effort, firmly (maybe slowly) do we develop partnerships as well as other sources of income than ActionInvest.

1. Each team member selects and becomes the “owner” of 1-5 institutions.
   • We click on “Contacts” and then on “Companies”. Here we find a list of institutions that we have  have added to the software. The institution will l carry of the person who added them name as “Company owner”.
   • Each team-member may want to select 1-5 of these institutions and add your own name as “company owner” instead.
2. Click on and review their webpage
   • Compile important information, that concerns us and create “notes” within HubSpot with this information.
   • Compile key-persons in the company and add them to the company page by locating “Contacts” and then click +Add.
     • Add the name and e-mail address. Now this person has her own page.
3. Click on and review their LinkedIn
   • We identify key-persons and what they consider important by reading their postings.
   • Add key persons to the company page by locating “Contacts” and then click +Add.
   • Describe their preferences under notes.
4. We identify overlaps between our own and other development stakeholders mission, mandate, engagement and core-values.
   • When we see such overlaps, then we reach out and offer our services on consultancy basis, respond to tenders or apply for grants.
   • E-mails, calls and meetings are logged.
5. We invite stakeholders that have overlaps with our own mission to our Network for  external partners – f ex the HR&S 22RISE Network
   • We arrange network activities.
6. We expand our HubSpot list by adding institutions. We click on “New companies” and paste their URL. F. ex. when we review a partner’s websites, we may identify institutions that we were not aware of before.