Introduction Tutorial – Basic navigation and functionality

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In this 3 min. introductory video you will learn how to access and view data from SuperOffice or other sources from different angles. The video covers the basics about exploring and exporting data on ready-to-use or custom dashboards.

Topics covered include:

  • Navigating desktops
  • Changing parameters
  • Sorting and filtering
  • Exporting and emailing

If you would like to see reports based on your own data or learn more about analyzing, grouping, segmenting, or comparing, simply get in touch.

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    Example of a business dashboard

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    The beauty of business dashboards is they can be set up to answer questions about specific business processes and outcomes.

    Dashboards pull relevant information into one place, enabling leaders to track performance and know when there is an issue or opportunity to follow-up.

    In this example,  we show an example of how data related to sales, service and customer experience is gathered and presented in a way that’s easy to understand.

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    Revenues and Forecasts

    Every profit-making business has to monitor revenues and forecast with accuracy.  In this example, sales budget is compared to orders, invoiced and pipeline. If you select any section of the visualisation, you get a more detailed break-down of the underlying data. The better insight you have into sales processes, the easier it is to know what you can do to increase revenues.

    Customers

    Dashboards can measure and track almost any KPI or metric along the customer journey – from interest and acquisition through to retention and churn. Which touch points are important for you? Track them on dashboards and work systematically to improve them.

    Customer Service

    This example contains important performance measurements for a company that provides email support to its customers. Measuring your support team’s performance can help you improve the quality of your customer service. Measure specific parts of the support process and work to improve delivery one step at a time. Progress is measured and displayed on dashboards or TV screens, so everyone can see their effort is paying off.

    Customer Feedback and Net Promoter Score

    Many businesses carefully collect customer feedback, but translating feedback into actions that improve customer experience is more of a challenge. That’s when drilling down into the information, or sending notifications to your colleagues about particularly good or bad feedback is useful.

    NPS in the above example is shown per customer segment. You can also track NPS during several months or a year to help steer overall direction. If you click on ‘View Comments’, a dashboard can show the open-ended comments that have been received. This way you can probe around for a clearer picture of what is driving customer experiences.

    Conclusion

    There’s no right or wrong way to set up a dashboard – adjustments can be made as you go. The important step is to select one or two company goals or KPIs, and systematically measure progress based on company data.

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      Customer Spotlight – NCC Property Development

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      Developing, leasing and selling properties requires a very good picture of the market.

      Which companies are moving offices? How do they purchase new premises, and the reverse side of that, how is the sales processes? This means being able to use data wisely and view data in different ways, from different angles.

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      David Lekås, Head of Strategy and Business Development, tells that NCC Property Development recently switched to a new CRM system, SuperOffice, and implemented Business Analyze analytics, dashboard and reporting platform. This combination of SuperOffice and in-depth analytics has helped NCC gain a better overview of the property market.

      “This combination of CRM and analytics provides NCC Property Development with better quality of data and a better overview of the market. We can view data in different ways, and it doesn’t take a lot of manual work. The information we get out is in a more usable format.”

      “We are very pleased with the changes and I can fully recommend Business Analyze. This is an effective and powerful tool for fast overview of your sales efforts. Working with Business Analyze is easy and they provide professional service,” concludes Lekås.

      About

      NCC is one of the leading construction and property development companies inthe Nordic region. The Group had sales of SEK 62 billion in 2015, with approximately 18,000 employees. The vision is: To renew our industry and provide superior sustainable solutions. NCC Property Development is a business area of NCC that develop, let and sell commercial properties on growing markets in the Nordic region.

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        How are sales figures looking this quarter?

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        One of the most common question sales leaders and managers are asked is “Are you going to reach budget this quarter?

        A look into the pipeline provides the answers, but at first glance the numbers might not tell the whole story. What should you check? Ask yourself these questions.

         

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        Pipeline Management Checklist

        1. Are you comparing quarterly budget to your total pipeline value or to a weighted pipeline?
        There are different views on whether it makes sense to weight the pipeline. One view is that each opportunity is binary – ether it will become a sale this quarter or not. Another view, is that a weighted pipeline is more realistic because.there is an expected closure percent for each stage of the pipeline. Either way, it is important to make a conscious evaluation of the method you are using and why.

        2. What is the length of your average sales cycle?
        If you have NOK 1,500,000 in the first stage of your pipeline, but your average sales cycle is 4 months, then you want to review each deal. Is there a good reason to believe it will close this quarter or should the expected close date be changed?

        3. Are there deals that are stalled or close dates that have been moved?
        Are there close dates that have been moved more than 3 times or cases that have been stuck at a specific stage longer than the stage’s average number of days? If so, what is planned to move the case along?

        4. Are there deals that have already passed the close date?
        Usually deals that are past close date for the period are not included in the pipeline. Are they highlighted so they are easy to spot and follow-up? Perhaps they should be updated to ‘lost’ status?

        5. Are there enough follow-up activities booked?
        How quickly are leads being followed up? How many proposals are scheduled? Is a totally new approach to a case required? Keeping track of everything isn’t easy, but alerts can help. Perhaps a competition could motivate better quarter results?

        Most salespeople will agree that managing a pipeline is a mix of art and science. The larger the organization, the more difficult it can be. Fortunately, with good process and the modern tools now available it is possible to spend less time managing and more time selling.

        Good luck reaching budget!

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          Faster access to facts with Business Analyze’s new cloud analytics platform for SuperOffice

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          After an exciting 3 months in SuperOffice’s rigorous Beta program, we are thrilled to announce that the new cloud analytics platform for SuperOffice is now out of Beta and fully available.

          All the well-known reports and analytical tools from the on-premise solution are included, but the architecture has been totally redesigned to offer all SuperOffice customers cloud analytics through a Software-as-a-Service (SaaS) model.

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          Picture: Erlend Sogn, Visma Software’s CEO, Lene Myklebust, Partner Sales Manager and Julie Grønlund, Director of Customer Care & Activation introduce cloud analytics at Visma 2016 Partner Summit

          Why is this so interesting?

          Data and analytics are changing the way successful companies interact with customers and manage their businesses. However, there is a common misconception that analytics are reserved for large companies with big data or big budgets. This is stopping many businesses from using analytics to realize the full benefits of their CRM systems.

          This cloud release is exciting because it makes analytics fast and affordable for all size companies – not only large ones. Implementation time is drastically reduced and the costs of managing infrastructure are eliminated. The pre-defined dashboards provide a ‘plug-and-play’ experience. New data sources and custom dashboards or reports, can be added any time, ensuring the platform adapts to changing customer needs.

          Leaders and managers are usually the first to start using SuperOffice analytics, because they want better control of their business and a deeper understanding of customers, sales, and revenue opportunities. This is closely followed by personalized analytics to help sales, service and marketing understand customers better and reach their targets.

          Generating high interest

          There has been solid interest in the cloud analytics Beta program right from the start. Several companies registered their interest in the new platform before it reached full release.

          Visma Software AS was one of the first Beta partners. Thanks to their passion and expertise, many improvements to product usability, security and reliability were identified early and implemented.

          Visma has launched the new platform internally, and currently more than 180 people working with sales, account management, service and support are using it to spot opportunities and deepen relationships. More users and applications are planned within Visma Software and other Visma companies.

          Explore data with free trial

          As part of the launch offering, all SuperOffice CRM Online customers receive a free 30 day trial. For more details visit www.businessanalyze.com.

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