Video summary
The webinar introduces SuperOffice as a Nordic-based CRM provider with a strong emphasis on European data sovereignty and in-house development. Headquartered in Oslo with significant operations in Denmark, the company prides itself on keeping all customer data within Europe, utilizing Microsoft Azure infrastructure while maintaining full control over its software architecture. The presentation highlights that SuperOffice is not just a vendor but an integrated partner that develops its own solutions based on direct feedback from customers across various European countries. This approach ensures that the system remains user-friendly and adaptable to local needs, supported by a dedicated team of business and technical consultants who work closely with clients to solve specific challenges such as business growth, reducing customer churn, and enhancing overall customer experience.
The core of the presentation focuses on SuperOffice's structured sales process, which is designed to bring clarity to what can often feel like a chaotic journey for new customers. The company outlines a seven-step model that begins with qualification and discovery, where potential clients are assessed for budget, pain points, and specific growth needs. A key component of this process is the creation of an "impact case," a detailed document that quantifies the value SuperOffice can bring by analyzing how the solution addresses specific business problems. This data-driven approach allows the sales team to present a clear business case, comparing implementation costs against potential revenue gains or efficiency improvements, ensuring that every step is documented and structured within their CRM system to maintain consistency and quality across all interactions.
Once a deal is closed, the responsibility shifts from the sales team to the account management team through a seamless transition facilitated by the SuperOffice Consulting Method (SCM). This implementation phase is divided into distinct stages: initiating a handover of all gathered information, customizing the system to fit the client's unique workflows, and conducting comprehensive training workshops. To ensure long-term success, SuperOffice introduces the Customer Success Program (CSP), which includes regular health checks and continuous optimization strategies. Rather than relying on static documents like Excel spreadsheets or PowerPoint decks, the company utilizes a "living document" approach within the CRM itself to track account plans, business objectives, and sales opportunities. This digital ecosystem allows teams to visualize customer status, manage renewal periods effectively, and dynamically adjust strategies based on real-time data, ultimately ensuring that clients derive maximum value from their investment over time.
Read the full video transcript
Hello and welcome to our webinar
today, which is about how to
become a customer within SuperOffice. And it
's a bit of a different webinar than
we usually hold, but I'll
explain a little bit about how it all
comes together in a moment. My name is Michael. I
work with our network, meaning
our new customers, on a daily basis. Uh, and today I have
my name, and I sit with
ours in our account management team
with our existing clients.
Yes. So what actually happens today is that
we have one person from each of our
departments, so to speak. So someone who
sits with new customers, which is me, and
he who sits with our existing
customers. And that's actually a bit of a
process and transition from me. over
to Orhan and the different uh processes
and remedies we use in our
daily lives and maybe something you can draw
inspiration from. Uh, but anyway,
how do you become a
Superoffice customer? We try to describe
this process because it is very often
something we talk about out
there, of course. Um, but also something that can make
new customers feel a little
more at ease in this process, because it
can be a jungle to find a new
CM system.
It can. And so Mikkel also touched
on a brief inspiration of how you
might also consider, well, not
consider, but maybe start looking
into, uh, whether there were some of the things we
do that you could
use in your sales process. Yes,
so we're going to give a brief
introduction to what kind of size a superoffice is.
We do this because those who
registered for the webinar today are not
existing Superoffice customers. So it
's not a given that any or
all of you know about superoffice and
what kind of size we are. So
we'll just go through a couple of slides
where we just describe that part of it.
Then we dive into the actual sales process
inside our CRM system. Uh, we're going
to describe it a little bit, what
steps we're going through, why
it makes sense, and have some
pictures of some different models.
And we're also going to show you a
little demo about it inside our own
CM system.
Then we jump over to what we call
SCM, i.e. the SuperOffice Consulting
Method. And it's the entire implementation
that comes after the sales work. So,
how do we roll it out
to you as customers, and what
methods are used to do so?
Afterwards, there will be some talk
about something we call a CSP program, but
simply a success program
that he will go into a little more detail about. Uh, and
then we will also talk about
something we call CRM plans. Some people
refer to it as an
account plan, but we call it
CM plans, which is actually a plan
for this whole thing. Oh yes, the
subsequent work
just after it has been sold and
when it is transferred to our account
management team, what initiatives and
what else we plan there. Yes
.
Together with us, of course. And
we also have some different
video material, which you will see
here. Not really a video, but it's
something we're going to go through
with you.
Well. If we just start
from the very beginning, so to speak,
SuperOffice is now 637 years
old.
We actually started up in Norway, up in
Oslo, and we still have our
head office there.
But over time, we have
developed and many customers have come on
board here, and we have developed in
different parts of Europe. And here you can
see where we are represented
today. In Denmark, there are about 20 of us
. Oh, we have the entire food chain
ourselves. So that means that we are basically
developing our
software ourselves. Um, primarily in Norway
of course, where our
development department is located, but it's with input
from all the countries. Because in the individual
countries we, uh, are the sellers,
of course. There's me who works
with new customers, there's me who works with
existing customers. We have a
consulting team consisting of
business consultants and technical
consultants. And then we also have a
pre-sales team, and then we also have some
very deep technical consultants
behind it, of course. Oh, and all that stuff that
these people are doing and getting input
from our customers, well, that's
something we're putting into our system and
something our development department can sit around
and take a look at. So the development
happens in-house, and it does so
based on all the information that we
have with our customers.
Ultimately, when you as customers may
have a supervisory system that is up and
running and alive, we have a
support team that is based in Vilnius and
supports all our customers. And they are
divided into different
countries, so they can support in the
local language as well.
So we have everything in-house and so
we don't necessarily have large
partners who drive out and sell
for us. We kind of do it ourselves. And most
importantly, all the information
here that we have on our customers or all
the information that you have in your
systems, perhaps if you get supervision. It
's something that is learned in our
data center or we kind of use
Microsoft Asia, but it
all remains within Europe. And that is
something we of course experience. more and
more often, but also something we really
work hard on, because it really means
something to many of our customers. So everything
stayed in Europe all the way around. Yes
. And we are actually proud to
be a Nordic system. Yes
. The
Nordic region's most user-friendly is we just
got the map if it's
something that's relevant.
Regarding the geographical division, it should
also be said that we have an office in
Copenhagen. This is actually where we are sitting
today. But we also have one in Jutland, so
we drive out to our customers and
are physically there.
Um, what we often see is that we have to go out and
help customers, well, they
need a new CM system, maybe because
they need to get control of their customers, but
getting control of your customers, that's
not always the real
problem. There is always something
behind it. And it could be that it is a
customer who needs to grow, that is, one of
our customers who needs to grow their
business. You can do this by bringing in new
customers. You can also do this by
selling more to existing customers
or reducing
customer churn. So what we also call ch,
so simply minimize what comes
out of the bathtub, what
comes in? Oh, and to that end, well,
you could also increase your customer
satisfaction, that is, the experience
your customers get from your business,
and we also have some different
solutions for that, or simply make
it all more efficient. Yes
. And with the customer experience, well,
if there is a department that
has spoken to a customer, uh, it could be
our service department, if they have spoken
something, noted something, then it makes sense
for sales to also know what has been spoken
about. And you can also note that at the same time
in this CM system, which gives you a
better overview and a better
experience as a customer.
Yes, exactly. Uh, it's one thing to
start a small business and
still be able to talk across the
table. Yes. But when you grow, maybe
get two offices or more offices,
it becomes difficult to share knowledge if you
don't have a dedicated platform or at
least a process for how
we share our information.
Ultimately, all of this is
about what kind of experience your
customers get, and it doesn't matter whether they
are private customers, or whether they are someone
who just buys a phone or
whether it is a larger project sale, it is
the experience your customers get in
the end that really has
relevance to whether you become a success
as a company.
The things I just mentioned before are something that
we try to support with our solution
in a few different areas. When you
get a superoffice solution,
you actually have access to all of our
areas. But just to make it
a little simpler for those who are
participating today, these areas
consist of a completely classic CM area.
We actually just call it a CM area
or CM Sueden. This is where we can
record everything that happens to a
customer. So we've held a meeting, we
have a note on that customer here, and we've
saved an email on that customer. That's
not what we're going to show and
talk about so much today. Uh, just briefly
getting into it. Um, but oh but it's like
our CM system
is screwed up. In addition to that, we have
a marketing area, a sales area, and
then we have a service area, and that is a
ticket management system, in other words,
simply customer service. Yes.
Uh, so where people can write to a
shared inbox.
It could be a shared inbox, a
complaint, you name it. But that's
all something Mikkel can mention more about
in individual meetings.
Yes, exactly. But these areas
help support an entire
customer journey. So a typical customer journey is
you have to go out and get some new
customers. It could be marketing,
which needs to send out some newsletters
or, uh, do some
webinars like we do today, or do
something else to inspire the
product or solution that you are now
able to offer your customers. At
some point in such a
customer journey, you may get
some leads that become even warmer,
and then you need to talk to
them in a different way. And it's
typical for a sales department or a
project department to come in to
have some other dialogues and have to
estimate something, maybe draw something
or make some offers with some
product lines and so on. And that's where
we have our sales department, and then there's this
service department afterwards,
which can be, uh, a common inbox
for complaints or orders. So we
actually try to accommodate an entire
customer journey across all the
departments we see out there.
It's the system itself. And we wo
n't get into that completely today, but the way
we are is built.
In addition to that, we have some
consultants, as I mentioned before, who have
some different packages, some
different models that they
work according to, which can help to
support the solution that you have
as a superoffice customer. And finally,
we have an app store where you can
download apps for your superoffice
solution, which works on your PC, tablet,
Mac, and so on, but also on your
phone. So we have a whole eco-environment
around there, which can help enrich
the solution that you are now guaranteed with.
Well.
So it was just an introduction to
who and what Superoffice is and how
we, uh, are structured in terms of
solutions. But now we're trying to
dive into what it means to become
a super fish customer. So what you're sitting
here and seeing as I've just written
the sales process above is actually
our sales process. Uh, what do we have to go
through as potential
new customers? What are some of the things
we go through? What we often experience when
we are out with, or I am out with new
customers, is that there
are not always outlined and structured
processes for how sales or
after-sales, aftermarket, should
work out with these customers here.
So data can very often be
unstructured. Uh, and when you say
unstructured, it's
not because a CM system that we
sell here creates new information or
makes things much better with the
information that we can't find
anywhere. It really just means that
we can collect all the data in one place, so it's
not scattered across different systems.
And the transition between the different
employees who may be involved in such
a sales process here can become easier.
And of course, this is something we
do in our daily lives. We are a CM
house. We are structural fascists. We love
to have control over our things and follow
certain models and processes.
So that's what we do in our everyday lives
and something we inspire with our
customers.
So what's important is that you have
a system that can support and
substantiate the process that [snorts] you
have. And in this case, it is the
sales process. Let
's just jump over there like that. Wow, that's too
much.
Structure in your data really just makes it
easier to use it. You can
capitalize on the data you now
get into our system. We have some
different AI models and agents that
we also use to summarize and
make things easier here. But when you
have a detailed plan, and we'll show you in a
moment what our detailed plan
actually looks like, when we have this
detailed plan here, we can, uh, be
more efficient in the way we approach
you as new customers. We can make sure
that we get through the different
things that we need to get through, so that we
don't have to call you afterwards and
ask for some information that
is actually important for our uh
work.
Uh, I've written down your
sales processes. It's actually a little bit
for you, but also for us. We
actually train our own sales process relatively
often. We adjust to it. Um, just
because we are a cmhus, it doesn't
mean that we have a completely foolproof
process that should never be changed
. We adapt and the market
changes. New processes
and new tools are being added that make it
work better. That's why we also change
our sales process from time to time, and we
actually train it relatively often. And what
we train on
is actually this model. Yes
. And it may look a bit messy
at first, but there is actually
thought behind it.
Yes, there are many thoughts behind it, and we
are not going to delve into it here,
but it is more to show a
picture of what kind of model we are
working according to? And we have a model
here, there are actually six steps,
or there are seven of them, but the last one
is either won or lost. But this,
from the very first, the very
first contact with you as a
potential customer, what
steps we have to go through. And
of course we have structured it with
very general, uh, what can you say
here? Headlines. What kind of
state are we? are in now. We are in what is
called qualify, and we know exactly what
it takes to advance
to the next stage. We have the
underlying green island arrow for that, you
simply need to book a meeting. And we
also know at these meetings here, what
we need to ask about, and what
problems are you experiencing out there?
Has a budget been set aside for this,
because it also costs something to get a
CM system, and where do you actually
print it? So we have a few
different things we need to ask about, and
that's something we go back to
afterwards and note in the system here.
Either it's something we have to sit down and
remember, or we use our digital
assistant to remember it for us. And then
we can otherwise fill in the things we need to
do inside our system. And of
course, there are some pitfalls
and some things that just, ah, there's
something that might not quite fit together
here, because no
budget has been set. Uh, there's no real
pain in this. It's really just
someone looking for inspiration. And
if we can't tick off
these things here, they're actually, uh, they have them under
control, or there's a
budget for this, well, then we ca
n't really jump ahead in
our sales process until we've at least
addressed this and
explained that it could be an
issue down the road, if, if we
already know now that there's no
budget, or if we can't
say, this is the pain that we can
solve with our system. Because if we
can't solve the problem that exists now, if
we can't provide value, then it's
not certain that you as customers will see that
there is value in buying this. And
we actually have a model for that. Now
when we get to the point where it
explains a little further, it has
something called an impact case.
Simply put, what kind of impact can we have on your premises
?
But the steps we have to go through, they are
called qualify, then they are called discovery,
where we go all the way down and
double-click, we call it, on your
problem and say, it may be that you
need to grow, but what is
actually needed to grow here?
Are these new customers? Is it to
reduce attrition, or what is it? So
we try to double-click on that and
try to challenge you along the way as well.
Then we make this impact case.
Skip ahead a bit, because we'll get to that.
Then we go down and do what's called a
solution fit. That means we're
actually building a demo for you. Oh, we
have a demo system we can sit down and set up
. SuperOffice is relatively easy to
set up yourself, so it's something we
can do. At least a good part of the way
. And then we can show it in such a way that you
can get a PHC, that this can
actually be done, what you are
asking about as a potential customer. Then
an offer is made, and that
offer sometimes needs to be
revisited, and then it is
adjusted. And that's why we're in the
last one, called Revisit proposal.
And in the end, well, you
may have won or lost this, uh, this
sales opportunity.
That's how we've structured it.
Uh yeah,
that's our sales process
that we have here anyway. Yours may look
different, but depending on how
your different phases fit into CM,
you can adapt and make the
different adjustments that
suit you and your way of working
, so you don't have to adapt a system. Yes
. And it's clear that a
sales process like this doesn't fit into
all types of sales processes within
you or within us. There can be
different sales processes, whether it's
for new customers or existing customers
or whatever. And that's why you can
have different models, and you can
also display it differently in
SuperOffice. And now we're actually jumping
right into a short demo of
SuperOffice, because the model you saw just
before with these six different phases,
you can actually use that inside
SuperOffice. And now it's not
certain that any of you have
seen SuperOffice in Live before, but now
we're actually talking about a sales opportunity
inside SuperO, and where I want to go to
show you something is down here at the
bottom. I don't know if you
can see my mouse now, but down here
we are on what's called a sales guide.
And a sales guide is, uh, a
visualization of the process you have now
outlined. So the process I saw before is
actually the same steps that are
below. There is qualify, discovery,
impact case, solution fit, proposal and so
on. So those are all the steps we have to go
through to get this
sales opportunity in-house.
So it's important that when you have a
process, you've outlined it, and you
have it maybe in Excel or in PowerPoint
or wherever it is, well, the
system you now have must also support
your process.
Under each of these stages,
you can place some things you know you need to
do. As I said before, we know
that when we are in qualify, we have to
do something, and when we are in Discovery,
we have to delve even deeper into things.
And at another time, you may
also have to make an offer. And the
different things that you need
or different documents and so
on that you need, you can
place them under the right phases here in the
process. That way it helps you do
it right. It might help all the
sellers to keep the same
process or within certain
limits. And that means we
can deliver the same quality in all
our, uh, offers, maybe, or all our
sales processes. And it also makes it
easier for new employees to get
started, as everything is structured in a
process with documents and follow-ups
collected in the right place.
That was the process itself. And during such
a process, there is a lot of dialogue
back and forth with a customer. Now I do
n't have
my demo system in here yet,
and this is a new sale we made
today. But here, next to the
sales process, we have something
called activities, and everything that
is placed on a customer, uh, all
emails or meetings,
dialogue, whatever it might be, back and
forth, phone calls, will be placed
under activities.
Uh, it's empty, so I'm not going to jump right into
it right now because this is a test
sales opportunity we're on here. But
any dialogue that is uh relevant
to this sales opportunity will be
filed under the right uh
sales opportunity and the right company.
So it's really just a picture of
us taking our sales process and
running it in our own superoffice and being
able to run that model from there.
One of the really exciting phases in our
sales process is what we call an
impact case. And here we use an enormous
amount of energy. This is where we have taken
all the information we have received
through the first two phases and found out
what is relevant to
you as customers. What are some
problems you are experiencing? How does
your everyday life work, and
where do you make your money?
Among other things. So there is a huge amount of
information here, which we have collected
within our system, of course. And there
we have our impact case. And the
impact case is actually a
document, uh [coughs] a PowerPoint
document, which partly starts by
describing. We won't go through all these
slides here, this is just an overview.
But it describes how we have
experienced your situation. What are
some of the problems, and what are
some of the steps you have to go through. We try
to describe the two or three problems that now
exist and how we could solve them. And
ultimately, we have two relatively
important slides here. Uh, which is, now
I'm going to jump right into one of them, a
business case, which is uh simply a
business case on what we see, and
what we experience, we can change,
and where we can find some money
. Now this is an imaginary example,
but there could be some hours we
could be more efficient with. It could
actually also be that we could close some
more sales opportunities, and it could
be that we could reduce the turnover by one
or two%. So we're actually trying really
hard to figure out where it's
hurting, where we can
reduce it, or where we can gain
more with one or the
other module in SuperOffice. So this
, this is the business case itself, which
you would like to see, well, we can make
some money from this, but what does
it actually cost? So we
also have to say, what does
it actually cost to get SuperOffice? Now this is
again an imaginary example, so you ca
n't necessarily relate to these
numbers, but it also depends
on how many users you need to have on
a solution, and how large an
implementation you need to have. It is,
it is very different. But we
will at least provide a very
simplified overview of what is
needed for such licenses,
what are the operating costs that are
incurred each month, and what are the
implementation costs, i.e.
the initial investment involved
. And it should be, in some
way, uh, what can you say,
comparable. What can you get out of it in terms of
impact, in
terms of business case? And what are we supposed to
invest in here?
Yes,
we use this partly on our new customers,
but we actually also do it on our
outgoing customers. We have the same approach. We do
. Uh, and as Mikkel says, uh,
there are always some issues we can solve
for you. So we're not just going to
present an economy, but we're
actually going to present what value it
can create for you in terms of what
problems it solves. Uh, sometimes we can
count the dollars and cents
with you. Or we can come up with
some suggestions, and then we can look together at
whether it fits in with your
revenue
and so on. Then we can go in and
tell you what the total investment
will be versus the extra income or
extra turnover you want. Yes
.
And it's always a bit of a stretch,
because we can't guarantee that
just because you get a CM system,
you'll generate 5 percent more revenue. But we
may have some indications that it
could help, and perhaps there is a
running-in period, and then you can adjust
the numbers a little. But hey, it's to
give you a guideline anyway.
And at some point in the
sales process, well, we
may have reached an agreement with you as new
customers, and then we have to get
it all started. And that's
where we have an area called SCM,
or Superoffice Consulting Method. And
it is our consulting department that is going to
implement everything that has been
talked about. And it's clear that
if I, as a salesperson to new
customers, spend two months talking
to you or a month or maybe we have
five meetings, there's a lot of
information, and there's a lot that needs to be
done, and you've said one thing and another
and another, and I have to
remember that. Of course, I use superof
to write down all these things here.
We also use our uh our
digital meeting notes superotes to
keep track of everything. But we have to have
it handed over at some point, because then we
need some consultants.
And of course we also use
SuperOffice for that. Um, all the information is
gathered in there. We can very quickly
turn this around, now it's a sold
sale, and then we have some
transfer documents that we use. Um,
it should be a relatively
detailed plan that needs to be made for
implementation, because if you just miss that, oh
wow, we should also have this
sales process, or we should
actually have our marketing department there
. If you miss just one part,
well, it will change the
implementation plan that is made.
So it's important that all the information
is in one place, so we can transfer
it all at once.
And of course we also have a process
for implementation. Uh, we could delve
into all of these a lot more.
We won't get to that. But it is
generally divided into
three phases. There is just one
fourth phase at the end, which he
will touch on in a moment. But uh, the
first phases here are really about
number one initiating, that all the
information that I have received over
time, it must be handed over. This is what we
call handover from sales. And you can
actually see it's right here.
Yes, it's a bit small, I see. Yes,
but but that's the first blue bar
in the uh in the one called Initiate, so
the green one in the middle. And that's all the
information I can pass on. We have
some different documents for that, and
we have some different, uh, resources for
that inside Superfice, which allows me to
transfer as well as possible. But
therefore there may still be something
I'm missing. And that's why we always have a
handover meeting with you as a client,
where we sit down and say, well, this is what
I've been given as a
consultant. This is what Mikkel
told me you should have. And then you
as a customer can say, well that's
right, but it should be red
instead of blue. And then you kind of become
aligned with this. And afterwards
you actually go into detail mode to
plan everything that needs to be done. And then
we start to move into
the other phases, which are called number two,
customize, and number three, which is train.
Then we do workshops to find out,
well, what needs to be built inside
your home? Should we have changed some
fields? Should there be any list of
these that should be different? This is the
sales process you have. We need to put it
into SuperOffice. Uh, and these are the
documents you need. So everything
that has been talked about,
this is where it starts to be
done and documented. And
documentation, of
course, takes up a lot of space, but it is
important for you as a customer to have
documentation of what has been
done and how it is all
put together, so that I
can also go down and redo
it later if that is the case. So
when everything has been configured and
you have tested it a bit, well,
we start training you in the use of
Supervis and it is the same consultant
who goes through all this, so the one who
sits and configures it and takes the
workshops and takes these dialogues and
challenges it is the same person who
also trains you in the use of the system.
And then it may be that at some point you are
up and running. And now we can
say, now we go live. And then there's
all the subsequent, uh, dialogue with
you as the customer. And we have
different means for that. Yes
.
And then it's usually there when
the implementation is complete, and uh
our account management team takes
over. Yes
. Because it must be said that when
the implementation is complete, it
actually goes back to the sales department. Does
it go back to you? just. And that's where the
CSP has a role in this
. The CSP, we can make a difference here
, but the CSP stands for customer
success program and as it says there,
we never let go. Uh, together
we'll make a development plan that will be
planned for ongoing deployment, no,
education.
And uh, after a year or six months,
whatever we agree on, we'll do
a health check on your Ce system. That
is, we go in and put a script
on that goes in and analyzes the use of
it and shows, well, how the system has been
used during the period that
we have now been through.
And that, yes, there is some economics
involved with it. This is something to take into account
in the hiring process.
So if we look at what
a customer success program
is actually a part of, it's that we
plan, well, uh, how we get
success out of this investment we
've just made. Um, so we want to understand
your business, your
business processes. Are there any
copies you're looking for? Uh, and the
consultant who probably
implemented it is probably the
consultant who will run it
with you. Uh,
it's not guaranteed, but at
least that's what we usually go for.
And when we've been up and running for a
while, we do these, as I said,
regular health checks, where we
review performance so that we
[clears his throat] can make sure that you get the
most value out of it. And once
you've been up and running for a while,
we'd really like to work with you to
translate this data into measurable
results and, uh, set a strategy
based on that. But are there any different
packages in this CSP, or is
it just a process that you plan
with the customer, or how does it work?
Well, it really depends on there
are some packages you can buy, for
example from Healthcheck, a package you
can get,
but you can, yes, there are a number of
different packages within the custom
success program.
Of course, your business can change
over time, so this must also
be precisely
adapted
and that is how we actually get the benefit of the
increase. As I said, we have a dedicated
specialist for proactive optimization, which we will
not discuss if there are any
processes that have changed. So they may
not do that in the course of a year, but it may
be in connection with sales, in
connection with workshops, that
some things have been discussed. Uh, maybe it was
n't exactly like that, but then
you do this continuous optimization.
You develop the competence of the uh
users who use it. Ø, so you get the
most out of it and don't have to have
a consultant every time. But you have that
where you where it's a uh a
super user, for example a
super user frame, you then train. You set
up these results or there are copies
that you measure on a strategic
consultancy and oh yes, we actually become
an extension of your team around this
. So here we will show a
short example of, well, what such an
island success program could look like, uh, divided
into, yeah, here it looks like, it's 15
months, 13 months. Uh, it's a bit
small, I see. But here you could, for
example, if it's that you have you have bought
you have bought the solution in
December, we start to get
better at that in January and February, then
we come and we set it up, and then
we plan the activities that you have bought
into this CSB, how should they be
submitted? So it's not like that, of
course there's a possibility that it can be
fixed, but we'd rather schedule
it so that we know when to take care of
teams about what.
And that's partly for the customer's sake, but
it's also because there is access to
consultants, that is, resources.
Precisely because again, it's one of those times where we can
have busy periods, uh, so that when it
's scheduled, nothing
gets cut that way. So it's a
bit like buying a car. You
also need to have a driver's license first, and you
need to learn how to drive, but it
also needs to be serviced
.
And that's what we're trying to use this
CSP for. service your solution
so that it also gets better over
time. Yes. And again, when it is
handed over to us, and implementation is
complete and we have held the
first meetings, we will come to what
Mikkel mentioned, an account plan, or
as we call it a CM plan. And there
we have actually done it on, well,
a living plan, which lives inside
SuperOffice, which will not have to mess
around in other systems. Excel
for example. Excel is a great
tool, but when it doesn't play
with your CM system, then yes, it
offers something different than when it's alive and
as a living document.
We used CM plans in Surface before,
so we also
used PowerPoint.
PowerPoint. Yes. Yes
.
And that's it, it's sometimes really hard
to use PowerPoint, because that's when
you have to open it up, and then
you have to remember to do it right.
And it's not a living document.
It's something you do once a
year and then, uh, yes, you actually do it the
next time, when a boss asks
us to look at the gift plan. So here
we have actually done it digitally, so that
it lives from a living document. And
almost the last selling point of
SuperOffice is that you can buy
it as a package so you can have it
implemented together with your system. Yes.
And here we're actually going to do here I'm going to
briefly show what a plan could look like.
For those of you who don't know SuperOffice, uh, out here on the
page, this is an
extra field we have created in that
sense. For those of you who know SuperOffice,
you might notice that yes,
you don't have it on your EXT solution
today, but once you have built this
, you can, when editing the
company, choose to create an account plan.
And here you can define, you
always start by setting the profile as
classified. And then you can define a
period from 12 to 36 months, whatever
fits in. What the system then
does is create a
plan plan on the customer card and show, well,
there is an account plan on it.
It has started. Right now it is
unclassified.
The different selections can be
found when you click on them, and
you then have an overview
of the active accounts that you are
working on.
So it's a list of all your customers, for
example. Exactly
. And it can actually be
displayed both in a list view and also in
a board view. Uh, so you
can actually drag and drop the different ones. So
if it is, I have worked with West
Data Consulting and actually, well, it is
not unclassified anymore. It might be
on retention, so I can't just
drag and drop it here.
But that was the overview. And again now
we can see there's a drag and drop on this one.
Atlas Enterprise has moved from
Unclassified to growth.
When I click on the
account plan itself here, I can see, well,
when did this account plan start?
What is the period? Uh, when is this going to
end? And I'll go into a little bit about
these statuses, what they
mean. Oh, but at least here's the
overview.
Uh, depending on how many stakeholders
you have, how many meetings, how
many business objectives and how many
sales opportunities you have,
a value is added, uh, depending on that, and what
an account plan actually does is
instead of me as an account manager
telling you, well, is this a key customer,
or where is it located,
the system helps you, the system helps you
define, uh, where is this customer?
Uh, so you can say something about the
more activity and the more dialogues and
sales opportunities we have with a customer, the
higher the score. It will,
because when you have multiple people,
contact persons on the solution or on the
account plan, it will get, there are
some different values here. Uh,
and the same with meetings, the same with
business objectives, so depending on how
many you put in, it also comes
into play later, but then there is
a score on it. Try to walk a little
faster with respect for time. And again
here you add the contacts that
you would like to have on the
account plan.
And subsequently, as Mikkel mentioned, you also get
involved
in our sales process in the same way.
Depending on which phase you are in on
the account plan, there may also be
different activities that
you can create and plan from there.
And on the activity there you can then note,
for example, a business
objective, well, what are some
goals you would like to achieve in the next 12
months? In the specific example,
we would like to increase the conversion from
leads to closed deals by 15% over the
next 12 months and so on.
And it will then appear on the account plan
here as a business objective. And
you can, uh, yes, it's automatically
created there when you've added it, but
it will also appear in the activities. And
this is also where all meetings and so on
will be. But that's just
a better overview. So if it is,
if there are a number of activities that we
have, uh, yes, on this
customer card, uh, so to get a better
overview, we've created an extra fan
in here. Yes
. Yes.
The same with the registered
sales opportunities. Similarly,
to get a better overview, it will
also be on a separate tab.
And now you can see here, now
more stakeholders have joined. There are
some meetings booked, there are some business
objectives, and there are some
sales opportunities. And here you can see that the
score has gone from, I mean, it
was zero in the previous example. Now it's
at 48. So here it shows, well, based on
the different points that we have
defined, it's actually a stable
customer plan that we're working with. Okay.
And subsequently there is also a change
lock on this account plan. So if the
account manager has written that well, this one is
going from, uh, growth to a risk
customer, then there's well, then you can see
well, why is it that it has gone from that
phase to this one? And you must also
write a reason why it has been
changed to the different ones. And then you have the
full overview of it.
And when you go back to the
customer card, in the previous example,
there was one that had some
crosses on it, but it was blank. But here it is
clear to everyone else in the
team around Adnas Enterprises that there is
actually an account plan
for this. It is stable. And based on those
things, based on the activities and business
objectives, we have defined our
opportunities, we can see, well, it's
an account, uh, it's an account we have,
which is actually growing. So you were down
to working on the account plan itself before.
And this is kind of a summary
of what it looks like. Exactly.
Now, I don't sit around working
on account plans myself, because I don't work
with existing clients, but I could
imagine it would be easier for
your boss to say, "How are things
going with them?"
That's it. That's it. And again, since it
's a living document, I can
always pull it out instead of having to go
back and correct and have
different people make different notes.
I think it's once a week, then
you also get an update, an email, uh,
what are some
account plans you're working on that might
be behind in terms of criteria, those are
the criteria that have been defined.
And we have also done a lot to
create a visual overview. This is the
previous slide with the update with
behind or with account plans you were
behind with, it comes by email, but you
also have a live overview directly in
SuperOffice as an example of how many
account plans we have out of how many
customers. So here we can, for example, see if
we really need to create a benefit plan
for three years of customers. Yes
. And in the same way, well, what are
the different sales opportunities
that are available on these? That is, the
activities that are included. And
also to see, well, what kind of
overwriting activities do we have on these island
accounts that have now been posted?
And if you are running a
renewal period, we do. Um,
but if you're running a
renewal period, you can also see, well,
when are we supposed to renew the
different accounts? Oh, so you have an
overview of that too.
Great.
Yes, sorry, but yes, that's really
what we had. And
that was it, that
was our island bid. Now I'll probably
[cough] see if I
can just [clear my throat] come over here and stop
my island sharing, stop sharing. Yes, thank you
. That was our take on how, uh
or not, our take on it, because that's
actually our approach to new customers, and
how they are implemented and sold
over or sent over to our account
management, and how they
work internally to fulfill
various goals with these customers.
It may be that you can draw inspiration
from some of this. It might be, it
's super interesting. Then you are very,
very welcome to contact us.
An email will be sent out
afterwards, which also contains a link
to the webinar, but otherwise our
contact information is also there. We'll
just hang in there for two more minutes if there
are any questions, but if not,
have a really good day. Thank you
for now.
Thank you for that.