 Hjertelig velkommen og tak fordi I deltager på det her webinar, hvor vi skal stille skab på, og den superoffice kan hjælpe dig med at få et 360 graders overblik over at kunde og interagere aktivt i teams, uanset om vi arbejder på kontoret eller sidder hjemmefra. Lige lidt kort om, hvem vi er, som sidder her på den anden enden af skærmen og har fornøjelsen af, hvad sammen med jeg er den her formiddag. Jeg hedder Sant Camilla og arbejder hos Superoffice i vores Customer Experience Team, hvor min rolle er at hjælpe jer med bedre anmeldelse af jeres superoffice og sparing i forhold til at udnytte funktionalitet og mulighed. Så har min norske CX-kollega Sjenette med mig i dag, og hendes presentation er tidligere blevet optaget, som jeg så sætter på. Hun snakker engelsk, og der vil så være dansket under tekster på dem. Sjenette går også selve dansk agent, men jeg vil lige kort skidt se det, som du kan glæde dig til. Så er det først et kort recap af de forbedringer, som vi har gjort i Superoffice Generation 9, og hvordan de kan hjælpe dig med at arbejde endnu mere effektivt. For eksempel med video møder og samarbejde på tværs er Teams og med sammenspil med Office 365. Og det viser hun i en demo, og så kommer hun med tips og tricks til, hvordan at har brugt video møder direkte i Superoffice kalender, archiverer, vigtige e-mail-konsprensdanser for afblok og dele interne dokumentarheder via et projekt. Så vigtige informationer ikke går tapt, og hvordan du er nødt ved at udvæge, hvilke kunder der lige så mangler at følge op på. Så selvom det er en optagelse, som jeg sætter på, så vil vi lokal her i Superoffice Danmark gerne præge, indholdet vi selv, og være til stedet i dag. Og så har vi vores egen chat, hvor I kan stille spørgsmål til os personer. Så når Sinette hun nevner noget af med, at så kil op på jeres Google-konto og deltage i tjenning der, så skal I blodse bort fra det, fordi vi afvikler vores egen lokale tjertjertjen. Så har du også spørgsmål undervejs, så det er som Sinette hun kommer ind på. Så stiller du mig også ind i tjenning, og så tager vi dem til sidst efter presentationen. Så sidst men ikke mindst. Så sidder min dygtige kollega Johannes i tjenning, som vil hjælpe mig at svare på all jeres gode spørgsmål til sidst efter presentationen. Johannes har taget vores også dygtige og gode kollega Kim med, som også vil hjælpe i tjenning bag efter. Digitalisering af arbejdsgange kan man vil sige har vægt så vigtigere i nogen usinde det sidste årstid. Corona-situationen har tvunget mange til at arbejde hjemmefra og finde nye måder at dele information og samarbejde på. Så med det her webinar vil vi gerne inspirere jer til, hvordan Superoffice som CM-plattform kan hjælpe din virksomhed med at skabe overblik over jeres kunder og arbejde smart og effektivt uanset om I sidder fysisk samlet på kontoret eller hverfor sig hjemme ved køkenbordet. På det her webinar ser vi også på, hvordan de nye funktionaliteter i Superoffice Generation 9 understøtter det her, man hvis kan kalde det nye normet, hvor du kan arbejde effektivt sammen ved at bruge integrationer med Superoffice-CM, 365 og Google Brugsbase kalender-synkroniserne. Så dykker vi ned i, hvordan dagbående Superoffice kan hjælpe dig med at få overblik over, hvem der er plukkertoret og hvem der arbejder hjemmefra, og hvordan du kan oprette en kalenderoversigt i real-time over de kollegere, der er med i dit team. Så tager vi klik på, hvordan, hvorfor det netop er vigtigt for samarbejdet af gemme e-mail-kollegerspondenser via afgivning for Superoffice-appen, hvordan et projekt kan bruges til at få overblik og samle interne dokumenter, og hvordan du nemlig kan radigere og gemme dokumenter online med 365 og G Suite. Og hvordan du direkte fra din dagbåg i Superoffice kan opsætte og arrangere video-møder med din kollegaer, samarbejdspartner eller kunder. Så med denne her introduktion, så vil jeg sætte videooptagelsen på med sin nette, og så vender vi tilbage efterfølgende med lidt inspiration og gode links, og så selvfølgelig svarer på alle jeres gode spørgsmål i tjernen. I dag kommer vi til at tale om, hvordan din Serem-solution kan hjælpe dig til at få 360° overbejde af vores kunder, samarbejde effektivt med at bruge office 365-integration, og opstille et kalender, for at møde en ny måde af at arbejde med videokollegen og møderen, og hvis du arbejder fra office eller kældstjenet. Og vi kommer til at bruge ca. 30 minutter i dag, og vi starter med at tage en glans til 2020, og vores mest vigtigste rejse i Superoffice med gen. 9, og vi ser også, hvordan mange af disse funktionser har været vigtige, når vi tager det, som vi kalder det ny normalt, med videomiddag og online kollaboration. Så i dag kommer vi til at tage nogle eksempler af, hvordan du kan bruge Superoffice til at arbejde effektivt i team eller remotely, med fokus på office 365-integration, og parten af dette vil også være tænkt på Superoffice-demoet, at give nogle eksempler på, hvordan du kan bruge, implementere og improve, hvordan vi kan kollaborere, og være mere produktivt, når vi fortsætter at gøre grønne customer-experiencer. Og finally, vi ender webinaret med nogle tips og informationer om, hvordan du kan begynde at starte, og hvis du har nogen ændringer, så vil vi sige i behind, at tage de her i chatet for ca. 10 minutter, efter vi ender presentationen. Min navn er Jeanette, og jeg er vores host i dag. Jeg arbejder som en customer-experiense operativ i rcx-team, og vores måde er at hjælpe dig, til at få det mest ud af din serum-solution, med at tage tips og ting, og nye muligheder, og processer. Og som jeg mennes, kan du sende os ting i chatet, hvis du kan logge ind med din Google account. Men selvfølgelig er du velkommen til at sende os en e-mail, eller kontakt med din kontaktperson i Superoffice direkt også. Og vi sender en follow-up e-mail efter et webinar, hvilket du kan sende os til. Og her findes du nogle ændringer, og sætterne om artikler, og en link til webcast, hvis du misser parten af det, eller du vil share med nogle af vores kolleger, for eksempel. Og remember to subscribe til vores YouTube-channel, og hit den bell, for at være begyndt, når vi er live, eller at publishe en ny video. Så let's talk a little about the new normal. Det er en phrase, som vi har brugt i dag, og 2020 var en år, som har brugt om major for mange, og spørgsmålet, hvor vi arbejder, og hvor vi skal kommunikere, og interaktere digitalt, har blivet grætere, både internet i kampanjen, men også ved vores kolleger. Og vi har tænkt, hvordan vores arbejde har mere, eller flere fysikere, måske even mere, vores kolleger, eller det kan ikke være muligt, at tænke en kolleger for hjælp, eller en update, hvilket again, har tænkt for nye kælder, eller tasker, og måske mere kontrol. Og vi har tænkt, hvordan digitalisering har været mere vigtigere, og i dag har vi tænkt, hvordan superfiskerne hjælper til at reduere kældere, og hjælpe dig at arbejde effektivt, organisere et team i en god måde, og gælde information i en sted, hvilket alle har access til. Og det er det, faktisk, det korte af CRM, men med nogle små løsninger. Og med fokus på det korte af superfiskerne, til nye generater, eller G9, som vi kalder, har tænkt mange forventninger til usinterface og usabilitet, og software er også regelmødligt opdateret med nye fejl og forventninger. Og der er probably mange af os, som har tænkt på prenske webinarer, eller artikler om generater 9, og fejlene, som vi har releaseet fra juni til nu. Men vi tager en lille sammen, for de, som ikke har tænkt det latest, om G9-koncept. Så i dag vil vi se nogle af de mest importante funksjoner, som er releaseet, og også nogle, som er i pilot, og lige rundt på kornet. Så når vi releaseede det første release, som var 9.1 i juni i juni, har vi startet med interfaziet. Og med en opdateret colopallet, og skjarpere imaginer, en lille område for at arbejde, og en mere tilføjende navigator, den nye simplifat design, vil hjælpe dig til at fokusere på det, som er mest vigtig, og også tænke mødlige actioner på det CRM-informatiske, som er available. Vi har også gjort nogle forventninger til det side panel, så du kan se mere informatiske og mere informatiske i en single screen, med en ny side panel, som replaceer miniskard. For eksempel her, du kan se kontaktoptierne, nu giver du en lille mere informatiske. Besøg af personens kontaktdetalver, du også ser de mest recent aktiviteter, som er tænkt til dem, som service-request, salg, follow-up og projekter, giv dig en instant overview i en place, så du kan navigere entreprenserne. Og en af de mest vigtige developement her, er den nye feature, der vil give dig en instant preview, of any data line, that is highlighted in your archives panel. Så, this is especially helpful when you're searching for a specific document, meaning you can preview emails or contracts and other important things, directly in the side panel, when it's highlighted. And also new to super-office, is that in all archives, you can now filter your list easily, and organize information in columns the way you want it to be displayed. And this way, you can organize information in groups to get a better overview, and you can also manage information according to your work processes. We can also organize information a little bit similar in mobile CRM 2, and this is the new and updated version for Pocket CRM, for those of you who are on version 9, with updated colors and some new changes to the interface. And here you will also have the possibility to change what you want to see on the contact card. Maybe you want to remove fields and information, which is not important to get a good overview while you're out of the office. And also if you have Office 365 connected, you can also edit your documents on the go directly from the app. And continuing with office tools, with a new add-in, you can work effortlessly and efficiently between Outlook and Super Office CRM. And this new zero footprint Outlook add-in for those of you who are on Office 365, will offer a fully integrated solution that requires no installation on your computer, and you don't have to worry about the updates. And this happens automatically, meaning no more mailing and installation and updating this. And for example, when you receive an email, you will also instantly see key information, such as contact details and the latest sales, activities linked to the person you're viewing. And what you get is an instant overview of all relevant information, allowing you to offer more personalized responses and communication. And then came release 9.2 late last year with long awaited redesign that made search experience more intuitive and with more opportunities to find and organize information. So now the find and selections feature has become one process instead of two. And you can either use a predefined search, which can be customized and changed to exactly what you're looking for, or you can start from scratch. You have a larger workspace demiforced, sort and filter, with the ability to review the results at the end of each search. And in addition, we added the OR function, where you can combine several criteria. And finally, you only need to save the selections that you want to save. So you're not the one who decides whether you want to save the search for later use as in a selection, or to start again with a different search. And after it's saved, then you have the opportunity to use the new filters and the groupings and preview information in the side panel and even the customized fixed columns and views for all users. And then we have this coming very soon. The video calls and meeting have become a big part of the new way we work and communicate. So this function will make it much easier to arrange meetings directly from Superoffice. And after the administrator in your company configures this for your preferred video service like JitsiMeet, or GoogleMeet, or Microsoft Teams, you easily can create activity in the diary and then send the invite as usual via the Superoffice inbox or outlook. And it's also very easy to join a meeting from the side panel from the regular dialogue box or from the browser notification if the alarm is set. And this is currently in pilot and will be available for our online users very shortly. And all of the core functions and improvements to your service solution are what will help you become more productive and work more effectively in teams, even if you work remotely. And the idea is the same. We just have to tweak it a little bit as our day might look a little different in the diary and the way we work with our customers and internally. So let's take a look at some tips on how to work better and smarter with Superoffice. And the first tip is to save important information. This is really the most important thing about using a CRM system. A 360 degree view of a customer is a collection of all your customer data in one place. And from the basic contact information on customers to all their past and present interactions. And this will also include important documents, emails, tasks. It's very important to save these and link to a contact or a company. That way it can also be easy for you or someone in your team to go back and continue a sales process or pending task or request from the last responsible person or key account manager. And this has always been important, especially if someone is sick or on vacation, but especially now when many of us actually are working remotely, it's not that easy to get those kinds of updates. And it's also easy to forget or think that it can be found in your inbox later on. Well, we all know that's not a great solution. So the tip here is to remind everyone how important it is and what is expected, what kind of emails needs to be saved, remember to update calls, update documents and so on. And if you don't have routine for this, it might be an idea to actually get started on one and save it in Supervis so everyone has access. And this kind of routine or routine guide is also great to add to a project in Supervis. Many think that projects are for big projects with an end date or milestones, but that's not all it's used for. It's a great place to collect and collaborate on specific tasks or ongoing documents. Like the routine guide I just mentioned and why not add all important internal documents like remote work policies, brand guides, routines and best practices under one roof. Important information and presentation from your weekly meetings might also be good to save to a project like this. And that way you have one shared space for the company or team and you're not using time chatting or calling or sending emails to get the latest copy. And we always advise people to use the diary or the calendar in Supervis, especially because it has other important features than your Outlook or Google calendar has. And everything you register here, tasks, meetings, phone calls is also linked to a customer or a sale or a project and that way you will build and add valuable data to the CRM solution which is great to get that 360 degree overview. And you will also be able to search for specific activities easily from selections. But when working in teams or remotely it's also good to have an overview of what people are working on and if they're working from home or in the office. So by using the diary you can also create new views and this can be done per team or maybe a selection of colleagues you work closely with and then it's also easier to plan and invite and communicate directly from the calendar in Supervis. Another tip using the diary is to start time blocking. I think many feel they are working more these days not necessarily more but it's easier to get caught up in the busy work with days chopped up by meetings spending too much time in reactive mode responding to emails and messages and always being connected even after working hours. To avoid this and continue to be productive it's a good idea to start time managing your day with time blocking meaning each block is dedicated to accomplishing a specific task or a group of tasks. So it's a good idea to schedule a time to focus on one or similar tasks like replying to emails to a certain time or if you're more productive in the mornings if you can block off that time for focused high impact tasks instead of booking and attending meetings. So that way you will actually start each day with a concrete schedule that lays out what you will work on and when and not keeping it open-ended to do list of things. Also if you work in team or you work from home it's good to remember to actually schedule some breaks and take some time for a water cooler chat with your colleagues to check in personally or share stories or ask how people are doing. So now that we've covered the calendar reviews and the time blocking it's also good to look at how you register and use the appointment types in the diary. Many customize these when they implement superoffice but it might not have been updated since so now that many use video for meetings and switch between working from home on the office it might also be good to add or adjust appointment types and that way you can add an all day event that shows if you're working from the office or from home or you can add video meetings to book and start your next team's call directly from superoffice when that's available. Another important part of working and sharing information with colleagues in a seamless way is to connect superoffice with office apps. When documents are saved as templates in superoffice and connected to office 365 or Google Workspace it's easy to open and work and edit latest documents in real time and it's always saved back to superoffice which makes it easy to find for everyone in the company and in our app store you will find many apps that you can connect to superoffice online and integration to office apps like office 365 and Google Workspace are free and it's easy to install and you can also use single sign-on to superoffice using your office 365 account and you can also use the web-based office apps to edit and collaborate and store the superoffice documents from any computer and also to open and view them directly in your mobile CRM even if it's stored in your office 365 cloud and you also have the Outlook and Gmail add-in that lets you save important tasks and emails and gives you good overview of all interactions and activities with existing customers and you can also create new contacts directly and update superoffice without switching between the applications. So now that we've talked about some of the new features and as well as some core features and how we can connect these with office apps to work more effectively let's take a look and see how we can apply some of these tips in a demo in superoffice. So we'll start this demo in the calendar view so we will go to Diary and then select Day and from here we will get an overview of the date selected we will also see our activities tasks that are overdue and our active sales and then this is the day view we also have the week month and we have the view so if we look at the day first we go back here and then I can select type and then we see that this new preview this side panel is showing us all the details inside that specific task or appointment and also it's easier if we go to the week to see how we can add those new appointment types like work from home we can also add work from office and also we can add the new one which is video meeting so this I've already done so if I go to new and then we can select appointment and then I've made some a new group here so let you see which one I've added and then we have one is for concentrated work which is very good so if you want to time block and schedule a certain time of the day doing concentrated work and I'll show you that in a bit and then also we have the video meeting which you can book and then also we have the work from home or work from office it depends on what suits your needs and then you can just adjust those in the super office remember you have to have the admin rights to actually add these but this is just for a little bit inspiration of what you can do if you actually do work remotely so a typical day might be to review the day and then start planning so like you see here I have work from home concentrated work and then I also put like a time from 8 to 11 I'll be busy so I might be busy in the chat as well so no one can reach me and I don't want to take any calls during that time because I want to update a sales presentation and then I just want to focus on that specifically so let's add some things to Wednesday let's do let's say we're at the office this time and then this will be an all day event so this is just to show that I'm actually working from the office and then we can also add some new tasks or appointments over this let's say I also want to put concentrated work and then I want to say I want to have a calling day from 9 to 11 so this would also go on top of the typical work from office or work from home so this way I can start time blocking my day and start planning ahead and then we can go to the view and from here I will see all the different user groups in Superoffice whether that's marketing, sales it can be administration or those working in consultancy or service so from here I can see the different ones and I can just switch between those views to look at certain days or I can go into a specific employee or colleague to look at the day so this might be hard if you're looking for several days or several people in your team so that's why we can make a new view for our specific team or specific people that we work with so we can go to task and then we can add new group view and then we can say customer experience which is my team we can also select from associates or projects or a resource like a meeting room so let's add Hannah, Henning and Thomas and me in this case which is Christian so now we have a different view and you can also see all the different people here so now I'm in Hannah's diary but if I go back to mine you will see the views will change so now we will get a good overview of my team or the people that I usually work with or need to plan my day or week with so now we can invite everyone in that team let's add video meeting general description and agenda and this will be a weekly recap or team meeting so we will also put this to repeats weekly every friday 2 p.m. and then save so now everyone in that team will get invites and also if I go back to the week here you can see that this also is here on friday and it will be every repeating every friday from now on so it's easy to actually invite colleagues directly from this view and the next thing to look at is the project we were talking about how we can collect certain documents which is important for teams or processes or just collaboration in general so we will go to a project where I've made a project for the sales team where we can add our internal docs sales presentations weekly meetings and so on so it's easy to find and if I use this project a lot I can actually save it as a favorite so it's easy to find directly under my favorites here and then we will actually start to work on that calling day which I was putting in my diary before so let's go to a selection and from here we made a combination of two different selections one of all our customers and the other one which is which is certain activities in the last quarter so this will give us a list of customers to follow up which is important and this is a part of our customer program so from here I can actually start working with this list I can start grouping or filtering maybe I want to add more columns to actually see the information in this list or I can also just select a certain customer and this will give me all the information right in this side panel but if I want to add this as a calling list I can just also switch the view here and add selection members so that I have this directly in the side view and I can actually work in other cards in superfaces while I have this open so I can also add and search different things in the columns here or we can also select grouping and filtering here so if I want I can add category for example which is important let's say we want to call the A customers first our biggest clients our VIPs and then I can just drag the category here and start focusing on customer A first so no matter where I am in the diary I can always have this list here so let's say I've taken a few calls then it's also important to save the information which we also talked about previously in the presentation so I can just go to a specific customer so from here I can start updating directly on the customer let's take another example where I call superoffice Norway and this is a client of ours and then I will just add a new call so remember in this case I am Christian and then we need to take over this case which a colleague of mine has started and we need to update a proposal and send it to her so let's set that to done and then we can just find the offer, the proposal that was written by my colleague and this is here double click and it will open directly in Word which is connected to our web-based office apps in Office 365 so it's easy to see what has been written what has been offered and then we can make the changes in that document let's make it easy and that's all we want to change right now and then this is automatically saved if I want to work with another colleague I can do so in real time and then you will also see all the office apps in real time what changes are being done so let's go back and then we can just send this as an email and then we will send an archive that one and then let's say we got an email back from Jeanette confirming so here we got an email from Jeanette which confirms the proposal or the offer so in this case we can save it to super office we can create an activity, a request we can also create a sale or save it as an attachment if I want to see an overview of this customer I can also go here and then you will see all the key information the activities the current sales and all the requests that have been sent in so let's go back to super office and then we can also fetch a sale and then we archive this directly in so it's easy to find and from here I also want to create an activity and a follow up and this is just a follow up and then select a date and it will also take the text from the actual email but in this case just write follow up and then let's go back to super office update this one and as we can see now I have this information right here so if I select this one and we can change this to preview I will get all the information directly in the preview panel here so I don't actually need to open the email and the same goes for the actual proposal which I can also see directly in this preview so here we get the full overview of the customer every document, every task we also have the follow up which we will do next week or two weeks from now and it's also great for the customer because we can respond quickly and don't have to use time to actually find the document verify, update with the colleague everything's right here in this view so to summarize we've been looking at a recap and some of the new features for generation 9 we've given you some tips to work more effectively organize teams and collaborate by connecting office 365 or Google workspace and all of this work will give you more valuable data and a good customer overview which again creates better customer experiences so what's next do you feel inspired to implement some of these tips in your new routine you're welcome to contact us whether it's questions regarding generation 9 or just getting started with office apps integration we also offer training for those who want to learn more and adjust lists like appointment types which we looked at today and more advanced admin tasks in super office we also have consultants who can help with bigger processes to help you work more effectively and get the most out of your solution and after the webinar we will send out an email to everyone who's attended today with some tips and a link to this webcast as well so don't hesitate to reply to that one if you want to get in touch with us so that's it for today we'll be here in the chat for about 10 more minutes for those of you who want to ask questions here thank you so much for joining us and I hope to see you again at one of our schedule webinars soon and remember to subscribe to our YouTube channel for more tips and videos. Have a great day! Nå, jeg håber at presentation fra CNETGAL Gold indtryk af hvordan superoffice kan bruges til at arbejde effektiv remote på tværs af teams i din virksomhed og uanset om vi sidder og arbejder fysisk om depokatoret eller hjemmefra Jeg har lagt nogle super gode links ind i det her slide til blandt andet lønligt eksempel, hvor der er guide til blandt andet hvordan du kan registrere aktiviteter i dagbogen overblik over dokumenter og også konkrete din e-mail til superoffice Der er krævet lidt med nogle artikler og videoer til inspiration til hvordan du kan holde styr på kunneinformation i superoffice Hvis jeg har behov for hjælp til at arbejde videre med nogle af de her tips og tricks som blev gennemgået så ved jeg altså også at min dygtige og klogere, kollega i konsulentafdeling kan hjælpe hvis der er behov for det til at oprette nogle bestemte kalender- aktivitets typer eller udarbejelse af standarddokumenter eller noget helt tredje. Og der skal i bare til Fattig Johantens og hans e-mail den stod på en af de første slides her i presentationen Og så har jeg lagt nogle links ind til D-Suite integration og Outlook for superoffice som senette i sin presentation snakket om, og de ligger hos App Store og kan gratis downloades. Til sidst så vil jeg bare lige nævne at I skal holde øje med jeres mailenbakke som jeg også har nævnt tidligere så ved min søde kollega i Marketing efterfølgensend en mail ud med powerpoint-presentationen og optagelsen af webinaret her. Har du noget feedback til webinaret i dag, så vil vi også gerne høre fra dig, og det kan både gælde ris og ros og praktisk indholdsmæssigt og det hele og så må I meget gerne droppe mig en mail på den her mailegrasse her. Og det var egentlig det vi havde for i dag så vi stopper optagelsen nu her