Promote your Self-Service Portal to perfection
Sam Norman and Ron van Haasteren
ON TOUR
Marketing 101
Marketing for dummies
ON TOUR
Marketing is: everything a company does to improve the sales of their product
and/or services.
Marketing 101
ON TOUR
Marketing is: everything a company does to improve the sales of their product
and/or services.
Marketing is: everything departments do to improve the use of the Self-service
portal.
Marketing 101
ON TOUR
Step 1: Have a clear target
Step 2: What is the market?
Step 3: Who is in that market?
Step 4: Creating campaigns
Step 5: Keeping the customer
Marketing 101
Let’s take an example
A great example
ON TOUR
ON TOUR
B B C
ON TOUR
ON TOUR
• Brilliant Bag Carrier
B B C
ON TOUR
Step 1: Have a clear target
Step 2: What is the market?
Step 3: Who is in that market?
Step 4: Creating campaigns
Step 5: Keeping the customer
Marketing 101
ON TOUR
Within a week, everyone in the UK is using the BBC.
Have a clear target
ON TOUR
Within a week, everyone in the UK is using the BBC.
Within six months, 50% of bag carriers in the UK are using the BBC.
Have a clear target
ON TOUR
Step 1: Have a clear target
Step 2: What is the market?
Step 3: Who is in that market?
Step 4: Creating Campaigns
Step 5: Keeping the customer
Marketing 101
ON TOUR
• People who shop a lot
• People who go food shopping
• People who have money to spend
• People aged between 25 and 60
What is the market?
ON TOUR
Step 1: Have a clear target
Step 2: What is the market?
Step 3: Who is in that market?
Step 4: Creating Campaigns
Step 5: Keeping the customer
Marketing 101
ON TOUR
Create your personas.
Who are in the market?
ON TOUR
• Shopaholic
• Lives in the shopping centre
• Carries on average 9 bags every Saturday
Annabel
ON TOUR
• Single mum
• Going food shopping is tough enough for her
• Meets lot of like-minded women at her
childrens’ school
Claire
ON TOUR
• Loves his wife big time
• Prefers to spend Saturday on the couch
drinking beer
• Gets dragged to the high street quite often
• Carries her bags out of love
Malcolm
ON TOUR
• Hipster
• Carries only recycled bags
• May be in pain, but you won’t see it due to his
beard
Jacob
ON TOUR
Step 1: Have a clear target
Step 2: What is the market?
Step 3: Who is in that market?
Step 4: Creating Campaigns
Step 5: Keeping the customer
Marketing 101
ON TOUR
• Plural!
• One poster is not enough
• Four personas = at least four types of campaigns
Create campaigns
ON TOUR
• BBC – blimp
• BBC – big band
Brand awareness
ON TOUR
• Shopping centres
• Fancy look and feel
• Muscled men could carry her bags for
15 minutes after purchasing the BBC
• #BBC #NoFilter #PainPainGoAway
Annabel
ON TOUR
• Promotion at the playground
• Reward Claire for recommending the BBC
• Discount at supermarkets
Claire
ON TOUR
• Approach him with relatable people
• Located near department stores
• Keep it plain and simple
Malcolm
ON TOUR
• At the barber
• Eco-friendly commercials
• Creating a statement
Jacob
ON TOUR
Step 1: Have a clear target
Step 2: What is the market?
Step 3: Who is in that market?
Step 4: Creating Campaigns
Step 5: Keeping the customer
Marketing 101
ON TOUR
Plan
DoCheck
Act
Retainment
But now…
The Self-service Portal
ON TOUR
• Good idea
• New or renewed
What are the similarities?
ON TOUR
• Fictional organisation: Pumpkin Inc.
My idea
ON TOUR
• Service Catalogue
• You can be a bit creative...
Self-Service Portal
ON TOUR
ON TOUR
Marketing is: everything a company does to improve the sales of their product
and/or services.
Marketing is: everything departments do to improve the use of the Self-Service
Portal (SSP).
Marketing 101
ON TOUR
Step 1: Have a clear target
Step 2: What is the market?
Step 3: Who is in that market?
Step 4: Creating Campaigns
Step 5: Keeping the customer
Marketing 101
ON TOUR
100% of calls are logged via the Self-Service Portal.
Have a clear target
ON TOUR
100% of calls are logged via the Self-Service Portal.
Within 6 months, the amount of calls logged through the Self-Service Portal
increases by 20%.
Have a clear target
ON TOUR
Step 1: Have a clear target
Step 2: What is the market?
Step 3: Who is in that market?
Step 4: Creating Campaigns
Step 5: Keeping the customer
Marketing 101
ON TOUR
• All departments
• Working employees/colleagues
• Support mechanism for the organisation’s primary purpose
What is the market?
ON TOUR
Step 1: Have a clear target
Step 2: What is the market?
Step 3: Who is in that market?
Step 4: Creating Campaigns
Step 5: Keeping the customer
Marketing 101
ON TOUR
• Who are your Annabel, Claire, Malcolm and Jacobs?
Personas
ON TOUR
• The person who knows everything
• An influencer
• A good ambassador
Anita
ON TOUR
• Doesn’t like change
• A silent protester
• Seldom leaves his desk
Mike
ON TOUR
• On the road a lot
• Doesn’t care about changes
• Lack of motivation for the SSP
Chris
ON TOUR
Step 1: Have a clear target
Step 2: What is the market?
Step 3: Who is in that market?
Step 4: Creating Campaigns
Step 5: Keeping the customer
Marketing 101
ON TOUR
• Name is important:
• Self-service portal
• TOPdesk
• e.g. 'Pumpkin Portal', ‘MyPumpkin'
Brand Awareness
ON TOUR
• Real-life example: FIX
Brand Awareness
ON TOUR
Before During Go live Afterwards
ON TOUR
• Changes, resistance
Before
ON TOUR
Before During Go live Afterwards
ON TOUR
• Feedback group
• Testing, controlling, adjusting
During
ON TOUR
ON TOUR
Before During Go live Afterwards
ON TOUR
• Big gathering
• Posters
• Cake
• Leaflet/desk triangles
Go live
ON TOUR
Less obvious promotions
ON TOUR
Step 1: Clear target
Step 2: What is the market?
Step 3: Who is in that market?
Step 4: Create Campaigns
Step 5: Keeping the customer
Marketing 101
ON TOUR
Before During Go live Afterwards
ON TOUR
Plan
DoCheck
Act
Keeping the customer
ON TOUR
• Staying alive
• Monitoring
• Improving
• Drop-in sessions
And then …
ON TOUR
• Ensuring the SSP is ‘fit for purpose’
• Innovation
• Up-to-date
• Communication
The TOPdesk Champion
ON TOUR
• Self-service portal needs to be sold
• Make your market visible
• Different communication channels for different personas
• Involve people with the development
• Assign a TOPdesk Self-Service Portal champion
Conclusion
ON TOUR
Questions?

Promote your Self-service Portal to perfection, TOPdesk on Tour 2016, Manchester

  • 1.
    Promote your Self-ServicePortal to perfection Sam Norman and Ron van Haasteren
  • 2.
  • 3.
  • 4.
    ON TOUR Marketing is:everything a company does to improve the sales of their product and/or services. Marketing 101
  • 5.
    ON TOUR Marketing is:everything a company does to improve the sales of their product and/or services. Marketing is: everything departments do to improve the use of the Self-service portal. Marketing 101
  • 6.
    ON TOUR Step 1:Have a clear target Step 2: What is the market? Step 3: Who is in that market? Step 4: Creating campaigns Step 5: Keeping the customer Marketing 101
  • 7.
    Let’s take anexample A great example
  • 8.
  • 9.
  • 10.
  • 11.
    ON TOUR • BrilliantBag Carrier B B C
  • 12.
    ON TOUR Step 1:Have a clear target Step 2: What is the market? Step 3: Who is in that market? Step 4: Creating campaigns Step 5: Keeping the customer Marketing 101
  • 13.
    ON TOUR Within aweek, everyone in the UK is using the BBC. Have a clear target
  • 14.
    ON TOUR Within aweek, everyone in the UK is using the BBC. Within six months, 50% of bag carriers in the UK are using the BBC. Have a clear target
  • 15.
    ON TOUR Step 1:Have a clear target Step 2: What is the market? Step 3: Who is in that market? Step 4: Creating Campaigns Step 5: Keeping the customer Marketing 101
  • 16.
    ON TOUR • Peoplewho shop a lot • People who go food shopping • People who have money to spend • People aged between 25 and 60 What is the market?
  • 17.
    ON TOUR Step 1:Have a clear target Step 2: What is the market? Step 3: Who is in that market? Step 4: Creating Campaigns Step 5: Keeping the customer Marketing 101
  • 18.
    ON TOUR Create yourpersonas. Who are in the market?
  • 19.
    ON TOUR • Shopaholic •Lives in the shopping centre • Carries on average 9 bags every Saturday Annabel
  • 20.
    ON TOUR • Singlemum • Going food shopping is tough enough for her • Meets lot of like-minded women at her childrens’ school Claire
  • 21.
    ON TOUR • Loveshis wife big time • Prefers to spend Saturday on the couch drinking beer • Gets dragged to the high street quite often • Carries her bags out of love Malcolm
  • 22.
    ON TOUR • Hipster •Carries only recycled bags • May be in pain, but you won’t see it due to his beard Jacob
  • 23.
    ON TOUR Step 1:Have a clear target Step 2: What is the market? Step 3: Who is in that market? Step 4: Creating Campaigns Step 5: Keeping the customer Marketing 101
  • 24.
    ON TOUR • Plural! •One poster is not enough • Four personas = at least four types of campaigns Create campaigns
  • 25.
    ON TOUR • BBC– blimp • BBC – big band Brand awareness
  • 26.
    ON TOUR • Shoppingcentres • Fancy look and feel • Muscled men could carry her bags for 15 minutes after purchasing the BBC • #BBC #NoFilter #PainPainGoAway Annabel
  • 27.
    ON TOUR • Promotionat the playground • Reward Claire for recommending the BBC • Discount at supermarkets Claire
  • 28.
    ON TOUR • Approachhim with relatable people • Located near department stores • Keep it plain and simple Malcolm
  • 29.
    ON TOUR • Atthe barber • Eco-friendly commercials • Creating a statement Jacob
  • 30.
    ON TOUR Step 1:Have a clear target Step 2: What is the market? Step 3: Who is in that market? Step 4: Creating Campaigns Step 5: Keeping the customer Marketing 101
  • 31.
  • 32.
  • 33.
    ON TOUR • Goodidea • New or renewed What are the similarities?
  • 34.
    ON TOUR • Fictionalorganisation: Pumpkin Inc. My idea
  • 35.
    ON TOUR • ServiceCatalogue • You can be a bit creative... Self-Service Portal
  • 36.
  • 37.
    ON TOUR Marketing is:everything a company does to improve the sales of their product and/or services. Marketing is: everything departments do to improve the use of the Self-Service Portal (SSP). Marketing 101
  • 38.
    ON TOUR Step 1:Have a clear target Step 2: What is the market? Step 3: Who is in that market? Step 4: Creating Campaigns Step 5: Keeping the customer Marketing 101
  • 39.
    ON TOUR 100% ofcalls are logged via the Self-Service Portal. Have a clear target
  • 40.
    ON TOUR 100% ofcalls are logged via the Self-Service Portal. Within 6 months, the amount of calls logged through the Self-Service Portal increases by 20%. Have a clear target
  • 41.
    ON TOUR Step 1:Have a clear target Step 2: What is the market? Step 3: Who is in that market? Step 4: Creating Campaigns Step 5: Keeping the customer Marketing 101
  • 42.
    ON TOUR • Alldepartments • Working employees/colleagues • Support mechanism for the organisation’s primary purpose What is the market?
  • 43.
    ON TOUR Step 1:Have a clear target Step 2: What is the market? Step 3: Who is in that market? Step 4: Creating Campaigns Step 5: Keeping the customer Marketing 101
  • 44.
    ON TOUR • Whoare your Annabel, Claire, Malcolm and Jacobs? Personas
  • 45.
    ON TOUR • Theperson who knows everything • An influencer • A good ambassador Anita
  • 46.
    ON TOUR • Doesn’tlike change • A silent protester • Seldom leaves his desk Mike
  • 47.
    ON TOUR • Onthe road a lot • Doesn’t care about changes • Lack of motivation for the SSP Chris
  • 48.
    ON TOUR Step 1:Have a clear target Step 2: What is the market? Step 3: Who is in that market? Step 4: Creating Campaigns Step 5: Keeping the customer Marketing 101
  • 49.
    ON TOUR • Nameis important: • Self-service portal • TOPdesk • e.g. 'Pumpkin Portal', ‘MyPumpkin' Brand Awareness
  • 50.
    ON TOUR • Real-lifeexample: FIX Brand Awareness
  • 51.
    ON TOUR Before DuringGo live Afterwards
  • 52.
    ON TOUR • Changes,resistance Before
  • 53.
    ON TOUR Before DuringGo live Afterwards
  • 54.
    ON TOUR • Feedbackgroup • Testing, controlling, adjusting During
  • 55.
  • 56.
    ON TOUR Before DuringGo live Afterwards
  • 57.
    ON TOUR • Biggathering • Posters • Cake • Leaflet/desk triangles Go live
  • 58.
  • 59.
    ON TOUR Step 1:Clear target Step 2: What is the market? Step 3: Who is in that market? Step 4: Create Campaigns Step 5: Keeping the customer Marketing 101
  • 60.
    ON TOUR Before DuringGo live Afterwards
  • 61.
  • 62.
    ON TOUR • Stayingalive • Monitoring • Improving • Drop-in sessions And then …
  • 63.
    ON TOUR • Ensuringthe SSP is ‘fit for purpose’ • Innovation • Up-to-date • Communication The TOPdesk Champion
  • 64.
    ON TOUR • Self-serviceportal needs to be sold • Make your market visible • Different communication channels for different personas • Involve people with the development • Assign a TOPdesk Self-Service Portal champion Conclusion
  • 65.