 God morgen alle sammen. Jeg håber I kan høre hvad jeg siger. God morgen. God formiddag på sådan en dejlig torsdag formiddag. Vi skal i dag tale om sustainable customer stations og hvordan vi optimerer dine processer i din superoffice løsning. I dag er det version 2. For 14 dage siden holdt vi version 1, som handler meget om hvad der kan ske inde i superoffice. I dag er vi udvidet om automatisere processer. Det er det, jeg husker. Men også i forhold til de ekstærende integrationer til andre applikationer. Lidt praktisk, inden webinaret starter. Så vil jeg informere om, at webinaret bliver optaget. Så kan du og dine kollegaer tilgå webinaret efterfølgende on-demand. Vi sender dig et link senere. Du er meget velkommen til at skrive til os over i chatten. Der kan du skrive spørgsmål eller kommentarer. Nu er klocken blevet over 10, og jeg forventer, at alle kan høre og se mig. Ellers er det over i chatten, det går jeg ud fra, at folk er med på. Mit navn er Jonas Kalland Langvad, og jeg har i en overrejke beskæftet mig meget med sustainability. I Superoffice har jeg været hældre for sustainability, og vi har arbejdet med forskellige måder, hvordan vi gerne vil blive mere bæredygtige. En af de måder, vi har kommet frem til at blive mere bæredygtige på, er det, vi er igennem går i dag. I forlængelse af det, vi er igennem givet for 14 dage siden, i version 1 af den her webinarregge. I stod også på mig generelt derude, for jeg er ude at besøge rigtig mange kunder i Danmark, og derfor så kender nogle af mig måske allerede. I Superoffice superterer vi UN Global Compact, det har vi skrevet os op til, og vi er forpligtet til at rapportere og beregne vores udledning både i forhold til CO2 og klimaavtrykket, men også i forhold til en række sociale faktorer, som jeg ikke vil komme nærmere ind på i dag, men I kan selv undersøge UN Global Compact, det er et stort program som FN Jo styr, og det har vi signet op til at superteere. Omkring FN 17 verdensmål, der arbejder vi en del med verdensmål nummer 9, og en af de ting, vi skal arbejde med i dag, det er det projekt Zero Footprint, som vi kender hos Superoffice, der gerne skulle sikre, at vi eliminerer lokal installeret software. Hvorfor er det vigtigt, at vi eliminerer lokal installeret software? Jo, det er der flere forskellige årsager, et er klimaavtrykket, det vil jeg ikke komme nærmere ind på, men to er den fordel, I har ude hos jer. I sikrer, at ingen bruger skal opgradere et lille bitel lokal installeret software på sin own PC. I sikrer, at jeres løsning altid er opdateret uanset om det gælder i superoffice i Clouden, eller om det gælder nogle af de integrationsmuligheder, der også ligger i Clouden, blandt andet Zapier, som vi skal hilse på lidt senere i dag. Når vi sikrer, at de har, for det første, at vi arbejder med Cloud-applikationer, og vi også integrerer Cloud-to-Cloud, og vi ikke har noget lokal installeret software, så giver deres en række fordel ren konfigurationsmæssigt, og vi sikrer, at I altid er på den nyeste software, og har de nyeste og bedste muligheder. Der er også et andet element, der er vigtigt for os. Vi vil rigtig gerne hjælpe jer kunner med at tage bæredygtige beslutninger. For vi tror på, at når I traffer beslutninger på baggrund af den her bæredygtighedsmæssige tilgang, så er I i stedet til at leverere i en bedre forretning, i stedet til at give jeres kunner bedre leverancer, og I er i stedet til at håndtere det bedre generelt. Vi har allesammen et ansvar overfor vores kloget, og det gælder som nævne både klimamæssigt, men også en række faktor udenfor klimaet, og vi vil gerne sikre, at med de muligheder, vi giver til jer, til alle vores kunder, er de i stedet til at traffe de bedste mulige beslutninger, og det er det, vi blandt andet skal gennemgå i dag. Når I får spørgsmål i løbet af webinaret, så skriver I dem bare i tjerten. Jeg har en kollega, der er produktspecialist i den, for det vi skal kigge på i dag i integrationerne, det er Jeanette, hun sidder til dagligt i Norge, men jeg skal spejre for hendes norsk, så hun har lavet en presentation til os på engelsk, som jeg nu vil afspille. Når presentationen er færdig, så vender jeg tilbage på dines skær, og så tager vi spørgsmål derfra. Under presentationen er I meget velkommen til at skrive, dels hvis der skulle være udfordringer med video eller lyd, skrive det i tjerten, og jeg forventer selvfølgelig, at hele teknikken den bare kører, så kan vi nøjesmæssigt spørgsmål i tjerten. Rigtig gode fornøjelse med de næste cirka 20 minutter, hvor Jeanette, hun vil tage igennem de her automatiseringsmuligheder i bæredykkelighedens tegn. Hej, og velkommen til todays webinar. I dag vil vi prøve at spørgsmål, og hvor vi kan automatisere vores arbejde. Hvis vores arbejde går, og alle områderne skriver så snart, så må du også skrive det, hvor du arbejder, og de tegnene du bruger. Asearm soliteterne er nødt til at supporte vores arbejde, så at kunne automatisere og opdage en soliteter, for at sætte exakt hvordan du arbejder, kan det gøre en virksomhed i hvordan du sælger, og skriver produkt og servicier. I dette webinar skal du lære forskellige måder for at customere, og automatisere med macros, seramskript, og konnette til andre system med SAPIR, så du kan sætte tid, og reducere din arbejde med at automatisere vores arbejde. Jeg hedder Jeanette, og jeg arbejder med Custom Experience her i ZipRefis, og min gode er at show dig, hvordan du kan bruge seram til at bygge relationer på hele customet, og skrive grønne customer. Hvis du har problemer om, hvordan du kan begynde med processer eller seramskript, kan du sende mig en message direkte via e-mail, og på social media, eller du kan få ud på en website. Hvis du vil se præsentationer igen, det vil også blive oplattet til vår YouTube-kanal, hvor du finder flere tips og inspirering. Lad os se på agendaet. Først skal vi tale om, at du skal bruge customisere, og automatisere i ZipRefis, så vi vil show dig forskellige typer af automatisere, og hvordan du kan bygge ZipRefis med andre platformer og data-sourcer, og i dag vil vi give dig nogle tips om, hvordan du kan starte. Hvorfor bruger du customisere og automatisere i ZipRefis? ZipRefis er en standard software, som er klar til at bygge mange, og du vil have standard software, fordi det giver processer, og designer, de mest typiske arbejde processer, og omfattelser, der arbejder imod, ud af boxen, med nødvendigere tid, og en lille implementations tid. Det er som om, du skal bruge mere, end det som standard, du skal bruge customisere. Og med customisering, vil vi betyde, at bygge, integrere, og bygge ZipRefis, så, at en customiseret syrere-solution er bygget til at bygge en individuelt business. Hvor skal du investere i customisering? For at supporte individuelt nødvendigere, og unik arbejde processer, kan du gøre omfattelser, der giver en tilfælde interne produktivitet, effektivitet og effektivitet, der kan også lide til kostløsning. Du vil gøre omfattelser, til at bygge customisere, og bygge din kompetivt advand, og også bygge din omfattelser, til at digitere, og automatisere processer, og customisering processer. Det er selvfølgelig vildt, men der er en løsning til customisering. Customisering kan være meget kostelig i løsningen, og even mere i løsningen, hvis du ikke er kære. For eksempel, du vil ikke have customisering, for at bevægge dig for at gøre omfattelser og bevægget. Og den måde, at løsne det, er omfattelser, og systemisering. Hvad med systemiseringer? Hvad med systemiseringer? Hvis du sætter Google, en eksempel er, at den kan være mantet på en sted eller løsning. Og according to our CPO, Gudton Nilsen, sustainability fokuseres på at møde næsten af det present, medan vi kompromiserer i fritiden. Og det er meget vigtigt, når vi prøver at snakke om customiseringer af en business critical system, som din serum-solution. Det kan ikke være så kompleks for at møde eller bygge. Som din business grows, du må også bygge det, hvor du arbejder og de tyder du kan bruge. Og en serum-solution, som ikke kan bygge, vil snakke om at blive utdateret og hende til, hvordan du vil arbejde. Noget til at møde de koster, hvis du skal bringe in eksperter til at bygge eller bygge nye customiseringer før vi opgrader systemet. Og når vi prøver at bygge customiseringer, vi har et different set af tyder og tyder af customiseringer. På den første niveau, vi kan bygge bygget med konfiguration, settings og preferences. Og det er done i adminklinjene i det solut. Og det er valgt til alle, som bruger superfiske og så langt, som du har adminklinjene. Vi kan også bygge superfiske funktionalitet med automatiseringer og spørgsmål, brugte serum-skrips og macros. Vi kan bygge customiseringer og layout. Og de customiseringer er også done i superfiske, men usually you need some in-depth product knowledge or you can book a CRM or technical consultant to set this up for you. Og hvis du kan bruge the cloud version of superfiske, du kan bruge standard application from our app store like Zapier for eksempel, to connect superfiske to other systems and automate your processes. Alternativt, if you can't find a standard app, there are possibilities with our API and you can also develop your own integrations and applications that work together with superfiske. Og alle customiseringer created with these tools are automatically deployed and operated on the platform ensuring your customiseringer are sustainable and robust over time. Så lad os se some different examples of how you can automate tasks and processes in superfiske that will help you to save time and will make you more productive. Og det første eksempel er serum-script. Serum-script er en feature that allows you to automate tasks in or modify the behavior of superfiske. A script is a small program written to perform specific tasks and requires programming skills to set it up. And this is something our consultants or partners can help you with. And here are some examples of what you can do with serum-script. You can customise your workflows and automation. Scripts are a great way of automating processes in smart ways. For eksempel, you can use serum-script to service your customers better and faster and save time by setting up if this, then that workflow to optimise your service processes. We can validate input. If you want to make sure users enter correct data even in user-defined fields or to block save if essential fields haven't been filled out. Like for eksempel do not save company if the AT number is missing. Serum-scripts lets you intercept parse and take action to reduce errors and improve data quality. You can also dynamically update contents. Eksempel, change the available items in a drop-down menu based on what the user has already selected in another field. And we can read code in response to certain events on a website. For eksempel, what should happen when a new ticket is registered or a sale is confirmed. For eksempel, here we can create sales opportunity when a lead fills out a form on the website. And scripts can run based on triggers. Like a certain event in the system will trigger one or more predefined actions. Or they can be scheduled at specific times. Here's an example of how Serum-script workflow can look like. This workflow is triggered when a new person is created in su-profess. Then we will wait one day and then a welcome email is sent from service. Where the customer can reply back and that creates a request in su-profess. Then a follow-up with a predefined text is created in the account manager's diary. And after three days, a second email with onboarding tips is sent. And seven days after a person is created in the system, an email with tips and resources is sent. And every 30 days a follow-up is added, reminding the account manager to call and checking with the customer. And here's another example. When the customer category is changed to approved customer, this automatically creates a project. It will send out an email called project launch. It will also add a reminder to update project details. Then it will fetch project hours from a spreadsheet using an integration like data bridge. And those details are merged into an email, a project report that is sent to the customer. And CRM scripts offer many possibilities within su-profess. And it's a great tool for building more complex workflows if you have the technical skills. But we also have other options that still require a good overview of su-profess. But there's no need for a scripting knowledge. Like for eksempel macros. A macro is the user-friendly version of a CRM script. And you are able to customize and automate actions inside su-profess with an easy-to-use wizard that will help you set up your macros. Like you see in this step-by-step example here, it's a set of predefined actions executed in a specific order. And you don't need extensive knowledge about scripting to create macros. And macros have a number of functions in su-profess. They can be linked to specific triggers in the system, such as escalations or a new message on request in su-profess service. Or it can be assigned to buttons in defined screens so that users can click a button to perform a set of actions that are often repeated. And this makes users work faster and they avoid unnecessary clicking. For eksempel, you can use macros as a task or a function in your menu point such as in actions in the request screen or adding a button on the company card. Also when a request is escalated via the warning levels for priority, it can be as a planned task. Or when they're activated by an email filter, like if support is mentioned in the email, the request is automatically set to the support category. Another example is when a recipient clicks a tracked link in the mailing. Let's take a look at some examples in su-profess. In this demo, we will take a look at macros and how it's set up inside the admin client first so we get an understanding of what we can do with macros. We'll go to settings and maintenance and you will find serum script and macros here. And this is the same if you're working in service so you will find serum script under system design as well. So we can take a look at the different options we have when creating a new macro. We can give it a name, folder, under description, even add it to a menu like in su-professervice. But we'll take a look at the actions. From here we can add project members, create a sale. We can add a request. Or we can load a company or contact and merge that into a reply template when we're sending an email. Or we'll show you an example of this in a demo shortly. Now let's go back. And the first macro we've created so we can move a request to the invoice department. And this macro only has one step which is change the request. But we can still set up different actions within this step. So let's edit the script so we can see how this is set up. And we've set up this macro because many companies often receive requests relating to invoicing. And such requests should go straight to the accounts department. Instead of editing every request and changing category and owner we can then create a macro that performs all these actions. So here we have to find first that the category will change to administration and finance. We will set an owner automatically assigned. We will also add an internal message to the team and reply to the customer at the same time. Now let's take a look at how this looks like in the service. Let's find a request and go to support open a request and this is a customer that have sent a message through a web form. So you can see here we have an owner. We have a category that's set to support. And if we click the action menu we've added the macro here. So if we click move to invoices it will trigger the macro and now we can see that we have a new owner on the request. We've set the category to administration finance. We've added an internal message to the team and we've sent the message to the customer. So this helps us work faster and deliver a great customer experience. And let's take a look at another example. Let's go to macros and scripts again. And in this example we will see how we can create an appointment from a web form when a customer fills this out. And as you can see here we have several steps compared to the first example. So when a form is filled out a new appointment is created in CRM with phone out with a new title company and contact connected a salesperson and in X amount of days with a set time and duration. And as we can see here we have more steps so we will load a contact we will load a reply template for a merging which is a predefined template an HTML template and then we will send that as an email. Now let's see how this works when we start filling out the form. So let's use John Smith as an example and he wants a personalized demo. I will just add an email address a phone number a company name give my consent and submit the form. Let's see how this looks like in supreface. We can go to activities and here we'll see we have the phone out activity and here we'll see you have the predefined text it's connected to the right company and contact and one hour of duration. We'll also find the same follow up in my diary as the sales contact and the customer has also received an email where we've used the predefined text we've also used template variables to personalize the email so that it merges with the complex name and hopefully John will respond and book the meeting so that we can give him that personalized demo and now let's take a look at how we can integrate and automate with other platforms or data sources and for that we can use the apps in the supreface app store The supreface app store showcases amazing apps and helps to extend functionality and discover new possibilities with the cloud version of supreface CRM and we have over 120 apps in our app store and you can enjoy apps that will help you increase your productivity customize your serum solution and offer a better online experience and one of these is the SAPI integration and SAPI is an online automation tool that connects your favorite apps such as Gmail Slack MailChimp with supreface for eksempel and using the SAPI service a subscriber can connect and move data between the many business applications that are available in the SAPI directory and the best thing about this is that it's simple no code approach which makes automation accessible to everyone you can automate your workflows and reduce your task list by connecting supreface CRM with your other web applications allowing them to work together on repetitive tasks so you can focus on the more important stuff and it also ensures data consistency and improved data quality and this is ideal for smaller scale integrations and simpler automations and there is no programming involved and comes with a lightweight if this then that instructions and SAPI works by pushing data between your applications through a trigger an action process called SAP you select a trigger an event in one application which will then instigate a chosen event or an action in another application and the process works through and if this then that methodology and like I mentioned the trigger and action process that moves data between applications is called a SAP and SAP subscribers are able to either create their own SAPs or use premade ones so to create a SAP users select a trigger to set off a chosen action or you can use premade SAPs called SAP templates that are predefined workflows between selected applications now let's jump in and check out some different examples with supreface and SAP here in this demo we will start by looking at the app store which you can find in this menu here we will also find a link on our website so let's search for SAPier and here you will find more details about the integration you will find a video and more photos of different examples you can read about the different triggers and actions and in addition we can use SAP templates so you don't need to start from scratch and you can see some examples here but let's take a look at the SAPier site to see what we can do with supreface and other apps so we will click sign up and this will redirect you to the SAPier site so here we can find more information on how to connect supreface to other apps we can search or pick one of your favourite apps from this list by browsing and here we can find different predefined workflows or templates we can send a slack channel message for new supreface leads we can for eksempel create a new board in Trello when a new company is created in supreface so these are suggested workflows that are already set up so it's easy to get started we can also see supported triggers and actions if you want to build your own SAPs so here we have new appointment if a document is changed it can be triggered when a new contact is added to supreface for eksempel and you can also load more to see all the actions and triggers but to give you an idea of how the SAPier education works and how we can build our own let's take a look at one of the steps we've already made and as you can see here we have different steps set up but we will take this as an example the project sale so here we have different steps and the trigger the first trigger starts when a sale is changed in supreface so if we open setup trigger we can see that trigger when sales status changed to sold but we will only continue if the sale contains a specific type so if the sales type contains framework agreement the SAP will continue if not nothing will happen then we will create a project in supreface so here we will add the company name and the sales title as a new title in the project we will add the same sales contact that was responsible for the sale as the owner of the project and we will set the project type to framework agreement we will also preset as status as planning stage and we will set an end date which is the sales date plus three years which is the standard of the agreement and then we will also add the amount and the currency for the sale then we will add a project member in the project so we will add the contact name connected to the sale and we will add a project member type which is the role and you will have the role of the client administrator and project manager and then we want to update the company in supreface and we want to change the category to customer A in addition we also want a checkbox checked which is called framework agreement then we want to connect this tab to other apps like Slack so we want to send a message to a specific channel with a message pulling in the company name and the amount and a project link and then finally we will create a spreadsheet row in google sheets and this will fetch different details from the sale or project now let's see how this looks like when we go back to supreface and here we can see the category is set to customer B and currently does not have the framework agreement checked now let's go to a sale and then we can see the owner the sales type is framework agreement now let's change this and set it to sold and this has triggered the step so now we have a new project and this has taken the company and the name of the sale in the title the responsible is still Christian and the type is now set to framework agreement the status is planning and we've also set an end date which is the sales date plus 3 years and also the value the amount from the sale and a new project member is added as well and this is the client administrator or project manager so if we go to the company you will now see that the category is changed to customer A and the framework agreement is checked now we can check Slack and we can see that the super bot has published a message saying that this company has just signed a deal worth the amount from the sale and the project is created in supreface and it will also add a link to that specific project in supreface and finally let's check the spreadsheet and as you can see here all the details from the sale is added and we can also see the sale state when it's updated and who's responsible for the sale and this can be used for external reporting it can be used for accounting or if you want to use the data in another system that SAP here currently doesn't support and this is just one of many examples of what we can do with the SAP integration by pushing data and building workflows between other apps and supreface now in a summary a macro is a set of predefined actions that run in a specific order that you can set up without programming skills a script is a small program written to perform specific tasks which requires programming skills often with the help of our consultants and partners and these are also based on triggers and actions but inside supreface or between modules such as between service and sales and we can set up the system to send out email or SMS for eksempel but it's not intended to move data or perform actions against other applications and SAP here is as we have just talked about an opportunity to automate connect apps and create workflows between systems and there are many possibilities and you will also find more standard apps that our partners offer in the app store and data flow between systems for eksempel is often a more complex integration but is offered with simple standardized apps instead of heavy expensive integrations they won't often have to resort to in the past you can find many readymade integrations with the most popular ERP systems or you can try data bridge a generic integration tool that lets you set up and schedule automatic data transfers between supreface RM and any other cloud solution you might use and this is truly one of the great benefits of being in the cloud and using supreface online so now to the question of how to get started if you want to automate tasks or modify the behavior of supreface like we've seen today you need more than what is available out of the box and for those instances we have development tools which contains a range of tools and add-ons you can use to create customizations of your supreface RM solution and previously known as expanded services the developer tool subscription gives you access to tools like macros scripting the configurable screen capability extra tables and custom screens for service a development sandbox environment as well as the ability to add custom apps to your solution and to use the SAPIER integration you will need a supreface RM online subscription and the SAPIER account note that the SAPIER has a free basic account but some of the applications require a payable subscription free to connect to and there are limits to the number of users, SAPS and action you can use with the free account but you may start off and try for free and to use this integration there is no need for developer tools subscription and you can find more info on our app store and you can also sign up directly on the SAPIER site and as we've shown in this presentation there are a lot of exciting things you can do to customize and automate your solution so what's next? first you should define your customization needs and then outline your customization strategy and tools such as for eksempel SAPIER or using developer tools and macros and scripting then you can try and set up these automations yourself via SAPIER or you can get help from our consultants and partners to customize the CRAM solution to figure your specific need and work processes and of course your supreface representative is more than happy to provide you with more information about developer tools and the possibilities with macros and CRAM scripts and if you want to learn more about supreface and today's topic here are some tips first of all you can always view this presentation again or share it with your colleagues the webcast will be uploaded on our YouTube channel and website and if you want to learn more on sustainable customization we also did a webinar on how to customize supreface to figure your needs which is also available on our channel and then we've also released a new help center and community which is an all in one hub for all your customer support and self-help needs we've updated and improved the design the login experience the search capabilities and website structure and here you'll find learning materials such as how to guides videos, tips, best practices and training options you'll also find support and FAQs a section for product and updates and new customer forums where you can ask and answer questions and if you want to learn more about how to get started with macros and CRAM scripts we have more info in our technical section there for those who are interested in addition our CRAM consultants will be happy to help you with configuration workshops design implementations training and much more and your supreface sales contact or partner we'll be available to answer any additional questions you might have and to help you obtain access to the developer tools now that's all we have for now thank you for following along we hope you got some inspiration to customize your CRAM solution and automate workflows for increased internal productivity efficiency and effectiveness I wish you all a super day Velkommen tilbage Jeg håber i alle fik en masse gode ting med fra Cianettis inlæg det er simpelthen utroligt hvor meget hun kan nå og ikke en eneste spørgsmål så hun må have dækket det rimelig godt det er i hvert fald sådan jeg anter det I er stadig velkommen til at skrive spørgsmål over i tjerten så tager vi dem lige om lidt de ting hun navner er blandt andet vores app store som I kan finde her så er der vores community som I kan finde og så er der vores øvrige arrangementer vores webinar, vores R4 møder og så videre som vi holder og der kan I gå på superfistikosk og strayevents og allerede tilmeldigere til en masse god muligheder