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

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Promote your Self-Service Portal to perfectionSam Norman and Ron van Haasteren

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Marketing 101Marketing for dummies

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Marketing is: everything a company does to improve the sales of their productand/or services.

Marketing 101

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Marketing is: everything a company does to improve the sales of their productand/or services.

Marketing is: everything departments do to improve the use of the Self-serviceportal.

Marketing 101

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Step 1: Have a clear targetStep 2: What is the market?Step 3: Who is in that market?Step 4: Creating campaignsStep 5: Keeping the customer

Marketing 101

Let’s take an exampleA great example

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B B C

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• Brilliant Bag Carrier

B B C

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Step 1: Have a clear targetStep 2: What is the market?Step 3: Who is in that market?Step 4: Creating campaignsStep 5: Keeping the customer

Marketing 101

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Within a week, everyone in the UK is using the BBC.

Have a clear target

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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

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Step 1: Have a clear targetStep 2: What is the market?Step 3: Who is in that market?Step 4: Creating CampaignsStep 5: Keeping the customer

Marketing 101

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• 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?

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Step 1: Have a clear targetStep 2: What is the market?Step 3: Who is in that market?Step 4: Creating CampaignsStep 5: Keeping the customer

Marketing 101

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Create your personas.

Who are in the market?

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• Shopaholic• Lives in the shopping centre• Carries on average 9 bags every Saturday

Annabel

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• Single mum• Going food shopping is tough enough for her• Meets lot of like-minded women at her

childrens’ school

Claire

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• 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

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• Hipster• Carries only recycled bags• May be in pain, but you won’t see it due to his

beard

Jacob

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Step 1: Have a clear targetStep 2: What is the market?Step 3: Who is in that market?Step 4: Creating CampaignsStep 5: Keeping the customer

Marketing 101

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• Plural!• One poster is not enough• Four personas = at least four types of campaigns

Create campaigns

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• BBC – blimp• BBC – big band

Brand awareness

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• Shopping centres• Fancy look and feel• Muscled men could carry her bags for

15 minutes after purchasing the BBC• #BBC #NoFilter #PainPainGoAway

Annabel

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• Promotion at the playground• Reward Claire for recommending the BBC• Discount at supermarkets

Claire

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• Approach him with relatable people• Located near department stores• Keep it plain and simple

Malcolm

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• At the barber• Eco-friendly commercials• Creating a statement

Jacob

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Step 1: Have a clear targetStep 2: What is the market?Step 3: Who is in that market?Step 4: Creating CampaignsStep 5: Keeping the customer

Marketing 101

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Plan

DoCheck

Act

Retainment

But now…The Self-service Portal

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• Good idea• New or renewed

What are the similarities?

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• Fictional organisation: Pumpkin Inc.

My idea

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• Service Catalogue• You can be a bit creative...

Self-Service Portal

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Marketing is: everything a company does to improve the sales of their productand/or services.

Marketing is: everything departments do to improve the use of the Self-ServicePortal (SSP).

Marketing 101

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Step 1: Have a clear targetStep 2: What is the market?Step 3: Who is in that market?Step 4: Creating CampaignsStep 5: Keeping the customer

Marketing 101

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100% of calls are logged via the Self-Service Portal.

Have a clear target

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100% of calls are logged via the Self-Service Portal.

Within 6 months, the amount of calls logged through the Self-Service Portalincreases by 20%.

Have a clear target

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Step 1: Have a clear targetStep 2: What is the market?Step 3: Who is in that market?Step 4: Creating CampaignsStep 5: Keeping the customer

Marketing 101

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• All departments• Working employees/colleagues• Support mechanism for the organisation’s primary purpose

What is the market?

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Step 1: Have a clear targetStep 2: What is the market?Step 3: Who is in that market?Step 4: Creating CampaignsStep 5: Keeping the customer

Marketing 101

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• Who are your Annabel, Claire, Malcolm and Jacobs?

Personas

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• The person who knows everything• An influencer• A good ambassador

Anita

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• Doesn’t like change• A silent protester• Seldom leaves his desk

Mike

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• On the road a lot• Doesn’t care about changes• Lack of motivation for the SSP

Chris

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Step 1: Have a clear targetStep 2: What is the market?Step 3: Who is in that market?Step 4: Creating CampaignsStep 5: Keeping the customer

Marketing 101

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• Name is important:• Self-service portal• TOPdesk

• e.g. 'Pumpkin Portal', ‘MyPumpkin'

Brand Awareness

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• Real-life example: FIX

Brand Awareness

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Before During Go live Afterwards

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• Changes, resistance

Before

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Before During Go live Afterwards

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• Feedback group• Testing, controlling, adjusting

During

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Before During Go live Afterwards

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• Big gathering• Posters• Cake• Leaflet/desk triangles

Go live

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Less obvious promotions

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Step 1: Clear targetStep 2: What is the market?Step 3: Who is in that market?Step 4: Create CampaignsStep 5: Keeping the customer

Marketing 101

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Before During Go live Afterwards

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Plan

DoCheck

Act

Keeping the customer

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• Staying alive• Monitoring• Improving• Drop-in sessions

And then …

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• Ensuring the SSP is ‘fit for purpose’• Innovation• Up-to-date• Communication

The TOPdesk Champion

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• 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

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Questions?