The customer note in Startdeliver
After the meeting, Flowmeets automatically writes the summary as a note on the Startdeliver customer matched by domain.
JectaCustomersUsersOngoing118ImpactBoth sites use the notes every week and usage is up this month. Nordvik wants the new site managers trained in December.
Re: Training dates for the new site managers
The summary, as a customer note
Flowmeets joins Teams, Meet or Zoom as a visible participant. It covers conversations: meetings, calls and email. After the meeting, the summary is written automatically as a note on the customer matched by domain.
Both sites use the notes every week and usage is up this month. Nordvik wants the new site managers trained in December.
- Training for the new site managers in December
- A monthly check-in with Mikael Holm
- Whether the third site joins before the renewal
- Book the training for the new site managers
- Send the usage report to Sara Lind
Both sites use the notes every week and usage is up this month. Nordvik wants the new site managers trained in December.
The note is what gets added
What this connection adds is the note from the conversation. The rest of the customer in Startdeliver stays as your team keeps it.
One note the next owner can read
The note sits on the customer. A handover, an implementation check or a quarterly review can be read in Startdeliver without pasting the summary in again.
Both sites use the notes every week and usage is up this month. Nordvik wants the new site managers trained in December.
- Book the training for the new site managers
- Send the usage report to Sara Lind
Several people, one customer note
A review often includes several people from the customer. The summary is still one note, on the customer matched by domain.
Clear in a customer meeting
In Teams, Meet and Zoom, Flowmeets joins as a visible participant. A review in the room is recorded in Flowmeets on the computer or phone you have with you. The customer note is written after the conversation.
You opened the opt-out link from your email. Confirm below only if you want this meeting not to be recorded by Flowmeets.
Hi Sara,
Anna Lund has invited Flowmeets to take the notes at tomorrow's site review at 14:00. If you would rather it was not recorded, use the link below and the notetaker stays out.
Both sites use the notes every week. Nordvik wants the new site managers trained in December.
Start date, the two sites and who signs off each week are agreed.
Sara Lind confirmed 240 000 SEK for phase 1.
Nothing about the customer gets lost in the handover
Sales, implementation and customer success can meet the same customer. Each conversation can leave its summary as a note on that customer, so the next owner is not starting from an empty record.
