Getting started

• 8 minutes to read
 • 8 minutes to read

SuperOffice CRM is easy to get started with. It is extremely user-friendly with many new functions to make your working day more productive. Both new users and previous users of SuperOffice will benefit from reading this user guide. It gives an overview of the facilities and functions in SuperOffice CRM and explains how the program will benefit you and your company.

Go to your personal setting and choose the setting you want to change -screenshot

About SuperOffice CRM

SuperOffice CRM is a web-based system to manage and follow up on all contacts, sales, and projects. The core of the system is the Company card. All information and communication concerning a company and contacts are stored here: contact details, emails, a phone call conversation or a planned meeting. This ensures that everybody within the organization can have access to the customer information they need. Instead of having their own contacts on their personal computers.

The Company card consists of different sub tabs (section tabs) that provides good overview and control of all your contacts, relations, activities and meetings, sales, projects and requests.

If you deal with customers that are not (yet) associated with a company, the Contact card provides similar features to the Company card.

The system also has other features. For example, you can use Dashboards, Selections, and Reports to get an overview of contacts (based on categories, business or other criteria), sales, projects and activities. This is very helpful when you need to keep colleagues up to date on a weekly basis.

The Diary helps you with your scheduling, and you can stay in touch with your customers using the Chat feature. Sale and Project provide additional tools for effectively managing your business.

With Marketing, you can send a mailing to a specific group of contacts to inform them about upcoming events, company news, campaigns and other product information. Here you can also create forms to be used on your website or customer centre for easier feedback, content management and sign-up.

With Requests, you handle all communication concerning a specific request is stored in a single location, regardless of it is by email, web form, phone or another channel. In this way, the organization ensures that all requests are followed up, and that no enquiries sit unanswered in the users' own inboxes.

Requests can be categorized, prioritized and routed. Most importantly, all communication with a customer can be tracked, so that users can always maintain an overview of each customer relationship.

For example, there is an internal knowledge base consisting of reply templates and FAQs. This data can be used for look-up, or users can make them available to customers. It is also possible to link SuperOffice Service to an external customer portal where the customer can follow-up their requests. Using a customer portal, customers can also have access to FAQs, so that they can find answers to their queries without having to contact a request handler.

The same starting point for many tasks

SuperOffice CRM systematizes and simplifies your daily office routines and tasks. From the same screen, it is easy to print letters and create reports.

Using the diary, you always have complete control over your working day and week. You can schedule activities with your colleagues and reserve common resources such as conference rooms.

SuperOffice CRM is your new personal assistant, as it combines all the fundamental tasks you perform on a daily basis. Important and updated information is available to everyone in the company. With just a few clicks of the mouse you have access to reports, meetings, sales reports and marketing campaigns, and you can send email and read information on the Internet. The information structure can easily be adjusted to your company's needs.

With the help of the SuperOffice mobile solutions, you can gain access to the information in SuperOffice CRM regardless of you are on a business trip, working from home, or at a branch office.

Common profile

When all employees in the company use SuperOffice CRM, they have access to all the information they need, when and where they need it. SuperOffice CRM increases your teamwork and productivity through shared information. Using document templates gives all outgoing correspondence a consistent and professional appearance.

The main sections

You can easily switch between these screens in the Navigator. Access other useful functions with the New button and the global buttons.

Settings and maintenance

Settings and maintenance is the administration client 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.

Selecting App Store opens the SuperOffice App Store, where you can explore standard and integrations that can expand your SuperOffice CRM.

Certain features such as import and scripting are only available from the Windows-based administration client (onsite). To access SOLoader, advanced import, replication, Travel and scripting, see Windows Client settings.

Sections in Settings and maintenance

You can easily switch between these screens in the Navigator.

Differences between onsite and online installations

SuperOffice is offered as an online application (cloud-based) and as an onsite application (installed on the customer's premises). There are minor differences between the two. Specific functional differences are indicated by the icons in the procedures themselves or in topic titles.

Requirements for phone, fax, and email

SuperOffice CRM is compatible with all the latest operating systems and browsers. It is possible to call, send faxes, and send emails direct from SuperOffice CRM.