Default Start Month

There may be a customer meeting where it has been agreed that all of the benefits that you are discussing will not be counted until month 7. Instead of making this change on an individual benefit level, you can now create a default start month across all benefits within your business case. There are two ways of accessing this new functionality. Firstly through the sidebar on the left hand side of Shark:

Secondly by the settings button at the top of Shark:

If you do need to modify this start month for any of the benefits, don't worry, you can still edit the start and end month at an individual benefit level. However the link to the default start month will be broken (indicated by the symbol) so this will work independently from changes made at a whole business case level:

If you want to restore the link to the rest of the business case, you just need to click the broken link symbol.

What we do

At Shark Finesse we have developed an enterprise-grade cloud application to help businesses standardise and simplify their value engagements across the entire customer journey.

Shark, a business value engagement platform used by 1000’s of customer-facing teams globally (e.g. pre-sales, sales, value teams, and customer success) is easy to use, intuitive and usable directly with the customer to negotiate the likely business returns from investing in a solution.

By adopting the Shark approach you will fundamentally transform conversations with new and existing customers, close more business, and differentiate from the competition.