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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?

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

  • 1. Promote your Self-Service Portal to perfection Sam Norman and Ron van Haasteren
  • 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 an example A great example
  • 11. ON TOUR • Brilliant Bag 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 a week, everyone in the UK is using the BBC. Have a clear target
  • 14. 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
  • 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 • 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?
  • 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 your personas. 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 • Single mum • Going food shopping is tough enough for her • Meets lot of like-minded women at her childrens’ school Claire
  • 21. 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
  • 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 • Shopping centres • Fancy look and feel • Muscled men could carry her bags for 15 minutes after purchasing the BBC • #BBC #NoFilter #PainPainGoAway Annabel
  • 27. ON TOUR • Promotion at the playground • Reward Claire for recommending the BBC • Discount at supermarkets Claire
  • 28. ON TOUR • Approach him with relatable people • Located near department stores • Keep it plain and simple Malcolm
  • 29. ON TOUR • At the 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
  • 33. ON TOUR • Good idea • New or renewed What are the similarities?
  • 34. ON TOUR • Fictional organisation: Pumpkin Inc. My idea
  • 35. ON TOUR • Service Catalogue • You can be a bit creative... Self-Service Portal
  • 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% of calls are logged via the Self-Service Portal. Have a clear target
  • 40. 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
  • 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 • All departments • 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 • Who are your Annabel, Claire, Malcolm and Jacobs? Personas
  • 45. ON TOUR • The person who knows everything • An influencer • A good ambassador Anita
  • 46. ON TOUR • Doesn’t like change • A silent protester • Seldom leaves his desk Mike
  • 47. ON TOUR • On the 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 • Name is important: • Self-service portal • TOPdesk • e.g. 'Pumpkin Portal', ‘MyPumpkin' Brand Awareness
  • 50. ON TOUR • Real-life example: FIX Brand Awareness
  • 51. ON TOUR Before During Go live Afterwards
  • 52. ON TOUR • Changes, resistance Before
  • 53. ON TOUR Before During Go live Afterwards
  • 54. ON TOUR • Feedback group • Testing, controlling, adjusting During
  • 56. ON TOUR Before During Go live Afterwards
  • 57. ON TOUR • Big gathering • Posters • Cake • Leaflet/desk triangles Go live
  • 58. ON TOUR Less obvious promotions
  • 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 During Go live Afterwards
  • 62. ON TOUR • Staying alive • Monitoring • Improving • Drop-in sessions And then …
  • 63. ON TOUR • Ensuring the SSP is ‘fit for purpose’ • Innovation • Up-to-date • Communication The TOPdesk Champion
  • 64. 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