Client identifies a point of contact to participate in the trial, dedicating approximately 10 hours over a 2–4-week period.
A consultant will guide you through Clintview VI's core functionalities in a one-hour session and provide you with a user manual.
Explore Clintview VI with your own dedicated trial account, pre-loaded with use cases and sample data for your industry.
Get answers to your questions about Clintview VI in a live session with our experts.
See Clintview VI in action with your own data. Contact us to discuss your PoC and next steps.
Select 1-2 key use cases you'd like to explore and test during the trial.
This targeted approach will help you maximize your learning and results.
Please send your current price plans and any relevant details to your Clintworld consultant.
We only need pricing information, not user data, for the trial setup.
Designate a person (e.g., Product Manager, Data Analyst) to lead the trial on your end. No advanced technical expertise is required.
The designated trial lead should be able to dedicate approximately 10 hours to the trial over a 2–4-week period.
Before Live Onboarding session the trial user will receive an email with access credentials and a user manual.
Link to Clintview trial account, preloaded with your price plans and other elements (not customer data).
On your computer click on the link https://demo.clintworld.de/clintview/ to access Clintview VI.
Sign in with the username and password (provided in the email).
Your Clintworld Consultant has the same account profile so to understand possible troubles of trial user and can answer questions.
After signing into Clintview VI, the DUO Mobile App or another authentication app will open automatically on your phone, click Approve.
If the app does not open automatically, open it manually and click ‘Approve’.
You will need to reconnect with the Duo app or your chosen authentication app after one day
This is the place where you collect price plans, segments, and other elements to have them at your disposal for assembling your individual use cases. When you start, the work bench will be empty. Fill it by going through input reports, right-clicking on items and selecting the basket icon. They will be added to the Workbench and the numbers go up. So don’t start your journey here, start with input reports or configurations.
Get an overview of use cases with a description for each. Once you have selected the appropriate customer segments and price plan items to work with, you can start the simulation journey here.
Drill deeper into Reporting, Configuration and Use Cases. Adjust the software to your needs in the ‘More’ section.
Your overview of data, input reports, projects status and pricing configuration
Gain data insight with Clintview KPIs (hover over circles to see definition).
Get the status of your price plans during every stage of your project.
Select segments from the matrix and add them to your workbench. Click on 3 dots to see full report.
Configure and fine tune price plans, options etc.
Keep an overview of your Price plans, options etc. and add or edit new plans or other billing items here.
See the latest changes on your price plans and other items
Click on the ‘+’ sign to access the use case overview.
Find your past simulated Use Cases here, easily edit, copy, rerun or delete them.
Select a Use Case, then click + Create.
Progress through the Configuration Steps, which are pre-defined and tailored to the selected use case.
Click Next after completing each step, or Previous to adjust.
Utilize the pre-defined values to get acquainted with the process. Gradually change the values as you become more comfortable.
Once all steps are completed, review your setup and save it.
Click the green arrow and ‘Start Now’ to execute. (refresh the browser for small data set simulations or click ‘Notify me’ for more complex cases).
The finalized use case, along with all relevant reports, can permanently be found in the "Use Case History" section located in the top navigation on the right-hand column.
Configure the customer segment you want to simulate (e.g., legacy or mispositioned customers) from your Workbench Items.
This can be a preset Product Set or any combination of plans and options. For example, you might choose your current price plans and options.
Click Finalize Use Case.
The use case will be automatically named, but you can change it.
The use case will be added to the queue for processing.
Click the green arrow and Start now to execute the use case.
Once completed, the finalized use case, along with all relevant reports, can be found in the Use Case History section located in the top navigation on the right-hand column.
To find the reports, navigate to the Use case column on the Dashboard view or to Use Cases in the sub-navigation and select the appropriate one.
For each simulation, the system generates visually appealing reports that present actionable results, always tailored to your specific use case.
These reports are structured hierarchically, beginning with high-level recommendations tailored for C-level executives.
They then progressively drill down to more granular data, including insights by customer segment and even individual customer details, providing project and program managers with the information they need for execution.
Your trial version is conveniently pre-loaded with several of your company's price plans to get you started quickly.
Navigate to Configuration → Price Plans in the sub-navigation menu.
Right-click on a plan and chose Open in Editor.
Right-click on an existing plan and select Copy in Editor to create a duplicate you can then customize.
On the Editor page, modify the must-haves, intervals, charges, and options as needed. Click Save when you're finished.
One hour live Q&A session to discuss all open questions that occurred during independent trial phase.
Live feedback session based on a questionnaire to capture feedback and recommendations in a structured form.
Discuss PoC or other next steps.
