Getting sales is imperative, but what really matters is how you manage the customer relationship throughout its entire life cycle. You can find your customer registry in the side navigation > Customers.
In the side navigation Customers > Summary view, you can update existing customer information, such as industry or account owner, using the mass update feature. By selecting the customers to be updated, an action menu opens at the top, where you can choose the desired action.
At the top of the summary view, you can see preselected KPI figures. The formulas for the KPI figures are explained in the table below:
| KPI figure | Description and formula |
|---|---|
| Margin this year | Difference between billing and total costs this year. Formula is Billing - Total Cost. The number doesn’t include costs added to internal projects. |
| Billing this month | Compares this month's billing with last month's billing. Invoices included in the calculation are those with status Sent (Sent selection in invoice status settings), have an invoice number, the invoice date is in the relevant month (last/this month), and those you have permissions for. |
| Active customers | Number of customers with an open sales case or project (excluding internal projects). |
| Prospects in pipeline | Number of customers who have an active sales case in progress, but the customer has no billing and no sales cases or projects in won status. |
Adding a new customer
You can create new customers in the Customers summary view or through the top navigation by selecting Add new > Customer:
- Enter the customer's name and VAT number
- Open the Address section and fill in the customer's address details
- Open the E-invoicing section and fill in the customer's e-invoicing addresses if the customer uses electronic invoicing
- Click Save, and you will be automatically redirected to the customer card where you can complete additional information related to the customer
Adding a new customer from a public registry
Depending on your country, when creating a new customer, you have the possibility to import customer data from public registries: in Norway through Bizweb, and in Finland through YTJ (AvoinData):
- Start by typing the customer's name (one word) or entering the VAT number
- Click the magnifier to search for information
- A list of customers opens, and you can select the correct customer information from there (you do not need to add contact information manually)
Customer data reporting
If you want to examine customer data more closely, select Reports > Report creation > Customers, and create your own personalized reports that include the information you want related to customers and contact persons.
For example, through the Contact information report, you can list all the contact persons of your customers with their email addresses on the same report. You can also download the report in Excel or CSV format from Severa by clicking the icons in the upper right corner of the report.
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