Setting up your Products & Services is a key step in providing Kaizan's AI with more context to fuel better recommendations and insights.
Every organisation provides a different service to their clients; this could be a suite of features or different available products.
You can configure your AI to track mention of these P&S, as well as the client's sentiment towards them (Positive/Neutral/Negative).
However you don't have to explicitly use this feature for your products - as Kaizan's AI will specially track these terms, you can use it to highlight discussion around specific topics (however to track Risks, see this article here).
To access and edit these, hit the "Product and Services" tab in the lefthand menu panel beneath "Organisation".
To edit any existing P&S, simply hit the box and type.
Add a new P&S, scroll down and fill in the title and description (the more context and information the better) and then hit the green "Add Product" button.
These P&Ss are highlighted across client calls, in meeting overviews and at the client page (breaking down the percentage of talk time across all comms, e.g. coverage 22% = this topic has been discussed for 22% of call time).
Relevant moments like summaries/questions asked/suggested actions will be highlighted, with meetings linked.
At the client page, under the "Objectives" tab you can also toggle the aim for a particular P&S on a client:
Upsell (this P&S should be actively discussed + sold by your team)
Live (client is already using)
Not Relevant
For example, if you'd like your team to "Upsell" a service you can select this.
Then, these P&S will be tracked as one of the 8 factors affecting client health. This way you can ensure that your team is discussing the relevant P&S with your clients, while also understanding their response and sentiment.
If a P&S isn't relevant for a client, toggle it to "Not Relevant" so it doesn't wrongly affect the relationship score.
If you'd like help or advice setting up your P&S just let us know! We'd be happy to help you set them up.