Customer Engagement Platform

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Customer Engagement Platform is the fourth pillar of our product and services offering. It helps our customers engage better with their customers and prospects. This forum is to help us learn more and share our questions and experiences as we grow.

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12 Mar 2024 | 03:33 AM
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# Customer Engagement Platform
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Lead by example. Show our own implementation of CEP

Hi all Net New and Account managers. I have heard we need more examples of our Customer Engagement Platform. I am happy to tell you we have some good news supporting just that. Walk the talk Our new Help Center & Community platform is in may ways part of our own Customer Engagement Platform. We have som customizations, and our experience is that quite a few customers need tweeks and some custom code to land the deal. There are three cool things about our new Community I want you to think about, and tsalk to customers next time you need to show case how our customers can help them selves on the web platform. Online support and FAQs The problem we wanted to solve:  Make it easy for our customers to find answers to their support questions. Make it easy to check status on open requests. Make it easy to register a new request. Make a seemless login experience between three systems. The solution Most of our customers require help when they are using our solutions. They are logged in already. So when you go to Help from the menu-line in the top right corner, you can go to the Help Center & Community. (The Contact support opens the in-app support flow).     Now it takes the user to the Community site, in a logged in state. Here they can browse in various sections or select the Support & FAWs section for more help. As you can see the user is already logged in with the user details from the SuperOffice solution.     The FAQs on that page comes firectly from our Service solutions and the FAQs that are published there. Browding a bit further down the page the user can either register a new request or view status on all their requests. When thew user clicks on any of these CTAs they will be taken to the Support center logged in there as well. Fully autiomatic.   And when the enter one of these they get the full circle.   The next step I urge you to try this in our own Community. Yes, just go ahead. If you have added requests to it, they will sho up in your requests. You can add messages to them, or you can even help IT by closing the case if it is open and not relevant any more. Use an get to know it, and next time you can even let the customer do it themselves to see how simple it is for hte user experience. Make your own story and lead by example. Let me know what you think after you have tried it :-)
Senuri SāmindiÁ
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24 Nov 2022 | 06:14 PM
Topic:
# Customer Engagement Platform

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by Senuri SāmindiÁ
8 Feb 2023 | 07:39 PM
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CEP - Adjustments: are there any experiences?

Hi all, I'm just thinking about doing some adjustments in my CEP - demo installation like  - showing different content dependig on the category of the logged-in user (Customer, Partner, Supplier, Prospect); - giving a partner insights of sales where he is a stakeholder with a special role including the right to change some of the fields; - giving a customer the possibillity to change his and his colleagues data (phone, title, name, etc.)  - etc. My question now is: has anybody started with a similar project or are there any experiences in coding / configuring the CEP? Any thoughts are welcome! Best regards
Senuri SāmindiÁ
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24 Nov 2022 | 06:15 PM
Topic:
# Customer Engagement Platform

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by Senuri SāmindiÁ
8 Feb 2023 | 07:53 AM
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JP - CEP – The Vitec story in written format to share with customers/potential customers

We have a lot of great internal material around the fantastic customer Vitec´s solution. (see further down in this forum) I´m happy to announce that we now also have a written story that we are allowed to share with customers and potential customers. We have localized the story, so here you can find the link to the language version that suits you the best: UK:  https://www.superoffice.co.uk/customers/technology/vitec/ Germany:  https://www.superoffice.de/kunden/technologien/vitec/ Norway:  https://www.superoffice.no/referanser/teknologi/vitec/ Denmark:  https://www.superoffice.dk/kunder/teknologi/vitec/ Benelux:  https://www.superoffice.nl/referenties/technology/vitec/ Switzerland:  https://www.superoffice.ch/kunden/technologien/vitec/ Sweden:  https://www.superoffice.se/kunder/teknologi/vitec/ Hope this can be of some help in dialogues around CEP. Happy Sales. 😉🚀  
Jan Petter Hagberg
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27 Jan 2023 | 05:05 PM
Topic:
# Customer Engagement Platform

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I have to give a reply on this one in order to test replies
by Jan Petter Hagberg
27 Jan 2023 | 05:06 PM
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Vitec Förvaltningssystem AB

Learn in-depth arguments, pains, solutions, culture, training and values. This is part one: A conversation with their service manager. Feel free to comment or ask questions or elaborate in the comments. This is a learning ground.  Watch the video by clicking this link Highlights and talking points in the video: Video part one [33:51 minutes], Service manager Åsa Rådbo Below are the transcripts of some situations I think is relevant in order to see the benefits for the customer, describing the pains, their culture for onboarding employees and the fact that our Customer Engagement Platform is vital to their customer experience. Working faster with better quality and 360-degree view. Not to mention it is described as a USP (Unique selling point) when selling to new customers, they simply want to be better than their competitors. Thanks for you tip on this Guttorm. Everything seems clear to me, but I am sure you have other angles. Share them, please.   [02:05] About the company: 130 coworkers, 600 customers, revenue 180 MSEK, profit margin 22%. Main goal of new solution 1) Improve customer service level and 2) make it easier for customers to get in contact with support dept. Part of a large stock listed company. Working with verticals. Big growth over the last years. Their goal is to get closer to their customers. [04:22] No problem moving to home office due to Covid. 20 co-workers in 9 locations collaborate. Highly skilled employees. They solve difficult problems.
Jan Petter Hagberg
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27 Jan 2023 | 05:03 PM
Topic:
# Customer Engagement Platform
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What is CEP?

Just wondering:  Updated by Amal
Hans Christian Grønsleth
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25 Jan 2023 | 02:24 PM
Topic:
# Customer Engagement Platform

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JP wrote this   I have only tested a little by adding a page displaying the projects the logged in user is part of and to display more information about the project, as well as an updated/additional "change user information" page. You can easily add pages by creating them as a script, and then in framework.html link to them with the correct parameters.
by Jan Petter Hagberg
27 Jan 2023 | 05:00 PM
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Testing title

Testing title
Senuri SāmindiÁ
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10 Jan 2023 | 04:43 PM
Topic:
# Customer Engagement Platform
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CEP – The Vitec story in written format to share with customers/potential customers

We have a lot of great internal material around the fantastic customer Vitec´s solution. (see further down in this forum) I´m happy to announce that we now also have a written story that we are allowed to share with customers and potential customers. We have localized the story, so here you can find the link to the language version that suits you the best: UK: https://www.superoffice.co.uk/customers/technology/vitec/ Germany: https://www.superoffice.de/kunden/technologien/vitec/ Norway: https://www.superoffice.no/referanser/teknologi/vitec/ Denmark: https://www.superoffice.dk/kunder/teknologi/vitec/ Benelux: https://www.superoffice.nl/referenties/technology/vitec/ Switzerland: https://www.superoffice.ch/kunden/technologien/vitec/ Sweden: https://www.superoffice.se/kunder/teknologi/vitec/ Hope this can be of some help in dialogues around CEP.
Senuri SāmindiÁ
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24 Nov 2022 | 06:13 PM
Topic:
# Customer Engagement Platform

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This is really useful. And providing this as shreable links on the website means it is available for customers and social media as well.
by Senuri SāmindiÁ
24 Nov 2022 | 06:13 PM
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Add your initial feedback on using Dashboards

Hi all, What a day. Dashboards are ready. And available NOW at your fingertips. We, a large customer representing all of what our customers do. CRM Online customers participating in our beta-program are also active and giving feedback - but most of all enjoying and using and getting MORE out of their SuperOffice. We are now working on creating content to support users getting started with Dashboards. Initially for CRM Online customers. This forum is for you to share your experience, your questions, your tips,  your frustrations and exitement .    You initial feedback is important to us. If you are in sales, I am sure you will explore and set up the standard Dashboards in a blink. Which are the best ones for you? And why? How do they help you succeed and improve? How does it save you time?  Are you in a team, what are your favourites? How does this impact your business. Which dashboards are your favorites for teams? In consulting, CX, finance, IT, Support, RnD - the same things apply. Try, think, share. Note: If you have bugs or wishes we have a great place to report these as well. Just click the Help menu inside SuperOffice and choose Feedback. It has never been that easy to reach RnD. Looking forward to your feedback. (Thanks Gisle, I read your blog post and noted how great Dashboards are for CEOs).  
Senuri SāmindiÁ
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24 Nov 2022 | 06:11 PM
Topic:
# Customer Engagement Platform
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Active email tracks updated for opt-in subscriptions

We have updated the naming convention of our active email tracks. The active tracks show in the drop-down list on the "Lead nurt./CX" tab on the contact cards in OneDB. Active email tracks are now: Free Trial Migration Programs (for customers going from ver. 7 to ver. 8) Success Programs If and when you need to opt-in a specific contact in OneDB, you can choose the right track from the drop-down list.         The programs containing the word "opt-in", indicates that users with Complete user plans or administrators with Service and Sales users can get specialized tracks for setting the system up.
Senuri SāmindiÁ
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24 Nov 2022 | 06:10 PM
Topic:
# Customer Engagement Platform