The routine describes how personal information should be handled when registering a new customer with Lifeness AS ("Lifeness").
The Customer Relations Manager (CRM) is responsible for ensuring that the routine is followed.
Employees with customer contact.
If it is discovered that personal information has been processed in violation of this routine, it shall be reported in accordance with the deviation routine (see internal control documentation part III - Controlling). For questions, please contact CRM.
The purpose of the routine is to process customer information in accordance with the data protection regulations.
| # | Workflow (What, when, and how the activity should be performed) | Doer | Tools and examples | |
|---|---|---|---|---|
| Process input: What does the process do/Where does it originate from | ||||
| 1 | •**Description of the workflow associated with the relevant type of treatment. | |||
| Example: Customer information is registered when a new lead is picked up by an employee and saved/processed in HubSpot. |
The following information is registered in Hubspot:** • Check if the company is already registered in Hubspot • If there is a main card for the company, and it is the company's headquarters, it is registered as "Parent company" • New registration that is a branch is entered as "Child Company" • The company's domain name • The company's full name • Responsible customer contact for the company in Lifeness • Type of industry the company belongs to • Telephone number/email address • County/municipality/city/country • Organization number • The company's contact persons are entered with email/phone/job title • Notes are created for important information, such as where/when/why the company was created in Hubspot • Deal cards are created with items • Pipeline stage is created • Task is created for follow-up tasks and assigned to the responsible person in the sales team • Emails are always sent through Hubspot and it should be confirmed that Lifeness has been given permission to view the email in question. • Emails that come as a response and do not appear in Hubspot should be copied and entered in "log email" • All activity and contact with the company and its contact person should be logged in Hubspot. Such as meeting notes and contact on LinkedIn. • When a contract is to be created, it is done directly from the customer card in Hubspot and automatically transferred to Oneflow.. | Sales Team members - Register new customers/leads in HubSpot | HubSpot Missing fields on customer card in HubSpot | | | 2 | | | | | | 3 | | | | | | | Process output: What is the result of the process? Customers and other stakeholders should be confident that Lifeness only collects the information we need to perform our role. | | | |
The routine describes how Lifeness AS should act when terminating a customer relationship.
The Customer Success Manager (CSM) is responsible for ensuring the routine is followed.
Employees with customer contact.