Guides for SuperOffice CRM
SuperOffice CRM is your one platform for business growth. With all standard applications connected to the same customer base, SuperOffice CRM combines all your customer-facing processes – sales, marketing and customer service – into one technology stack.
Organize all your marketing, sales, and customer service activities in one place. because all customer-related information is stored in SuperOffice CRM solution, every user in your company will always get a 360-degree view of every prospect or customer. This will help you offer more relevant, personalized and timely communications and service.
Watch this video to get a quick overview of what SuperOffice CRM can do for your business (video length - 2:15):
SuperOffice CRM - Core system
Whether you are a marketer, a sales rep or a support agent – SuperOffice CRM is built for everyone. Our set of core features helps all teams organize their contact information, keep all data in one place, manage tasks, documents and emails, and follow up with customers!
A system to manage and follow up all contacts, sales and projects. The core of the system are the Company card and Contact card. All information and communication concerning a company and contact are stored in these cards.
Sales is a game of persistence, planning, and time. Built on 30+ years of experience in optimizing sales processes, SuperOffice CRM is designed to help you do more with your most valuable asset – time. SuperOffice Sales gives you the right tools to focus on managing your pipeline, improving forecasts, working smarter, developing profitable customer relationships, and simply – closing more deals.
We believe that every engagement with a customer presents an opportunity – if you treat it right. SuperOffice Marketing is designed to help your marketing teams send the right message to the right customers at the right time. We give you the tools to automate and personalize communication, reach your target audience better, and initiate meaningful conversations that turn into revenue.
SuperOffice Marketing is concerned with outbound communication and forms. You can send bulk mailings by email or SMS to all or parts of your customer base, for example to inform customers about upgrades or product news. Use forms for product/newsletter registration, consent management and data updates.
A system for handling customer requests/tickets. All communication concerning a specific request is stored in a single location, regardless of it is by email, web form, phone or another channel.
Settings and maintenance
Settings and maintenance is the administration hub for SuperOffice CRM. The navigator buttons in Settings and maintenance activate their associated functions with a single click, making it easy to navigate quickly between the different parts of the system.
Adjust SuperOffice CRM to the way you work
You can use SuperOffice right out of the box. You do not have to make any changes or customize it, to use it.
However, when you have developed your own routines, your unique way of working, we understand that you may want to implement these processes in your CRM solution.
Customizing SuperOffice CRM to the way your team works will help them get familiar with and adopt your CRM solution quicker. When the system supports your users in their daily work, they are more likely to embrace it.
The benefits of customizing your solution
Increased usage: Studies show that the more intuitive the choices in a CRM system are, the easier it is for users to adopt it.
Increased effectiveness: When your CRM system reflects the way your users work, the system helps each user to work more efficiently.
Better targeting: By customizing your CRM software you can segment your data on your own values and fields.
Accurate forecasting: If the follow-ups and actions in your CRM system reflect your sales process, you can create more accurate sales forecasts.
Are you ready to explore more?
Ready to discover the power of SuperOffice CRM and learn more? Start from the very beginning and let us take you on an exciting CRM journey with how-to guides, or just jump straight to any specific topic in the menu.
Do you have a different CRM version than what is in this guide? In your CRM system, select F1 to get help topics based on your SuperOffice version and your language.