The sale function in SuperOffice CRM enables you to record sales, keep track of costs and profits for every sale, and link sales to projects.
Managing your sales opportunities efficiently leads to closing more deals. SuperOffice Sales is designed to assist sales team in their everyday tasks and equip them to always hit their targets.
Watch this video and see how easy pursuing sales opportunities can be with SuperOffice CRM (video length - 2:16):
The Sale screen contains information about the sales entered into SuperOffice CRM. Each sale is displayed like an index card, showing all information about that sale.
To move between sales, click the previous/next buttons ( ) at the bottom right of the cards.
You can also create a quote in the Quote section tab in the Sale screen.
Where can I view sales?
In addition to the Sale screen, sales can be displayed in the following places in SuperOffice CRM:
- On the Sales section tab in the Company screen
- On the Sales section tab in the Contact screen
- On the Sales section tab in the Diary screen
- On the Sales section tab in the Project screen
Double-click a sale in one of these locations to open the sale in the Sale screen.
Use sales overview to prioritize
Keep your sales organized so that you are always focused on the sales that matter the most to you.
After you have registered all your sales in SuperOffice CRM, they will appear in your personal sales overview in the Sales tab and in your Diary.
You can organize your sales list by filtering, grouping and adding the columns that are most important for you. The most used columns are: sales amount, sales date and sales stage.
The Sales tab also acts like a sales secretary by highlighting all your upcoming planned activities in the Next Activity field, as well as drawing your attention to those that you may have forgotten in red font.
Add a sale to favorites
To add a record to favorites, click the star icon in the corner of the relevant card, tab or dialog. The star turns yellow , and the record is instantly added to favorites. You do not have to click Save.
Now you can quickly access the record by clicking from the Navigator menu. The favorites are also available in the side panel.
The Sale main card
The Sale tab
This tab contains the main fields you need to fill in. Title is the first, and it's also mandatory. Read more about how to create a sale.
The Details tab
This tab contains fields that focus, in particular, on the financial details of the sale.
|Field||Description||Defined in Settings and maintenance|
|Number||The ID number for the sale, where the next free sale number is entered automatically.||x|
|Source||Displays the source of the sale, as specified in the Sale tab. You can also edit the source here.|
|Competitor||Contains a predefined list of competitors. Here you can enter any competitor for the sale. You can choose only one competitor.||x|
|Total cost||Enter here the cost connected with the sale. It is displayed in the same currency as the amount. The default value is 0. When you enter an amount in this field, the profit percentage and amount are automatically calculated in the field below.|
|Profit||Enter the profit connected with the sale here. It is displayed in the same currency as the amount.|
|Credited||Contains a predefined list of departments that can be responsible for the sale.||x|
If you change the value in the Total cost field, the Profit field or the field for the profit percentage, the other fields are automatically updated.
The More tab displays user-defined fields for the sale. If your organization needs more fields than the default fields in the Sale tab, you can specify in Settings and maintenance that these fields will be inserted here.
Click Edit to edit the information in the More tab.
Three of the user-defined fields from the More tab can also be displayed in the Sale tab.
The Links tab
Here you can add links that are relevant for the sale you are working on, such as URL addresses, projects, other sales, follow-ups and documents. For example, if you are going to a meeting with a company you have previously communicated with, you can add links to documents you have already created for this company.
Click the Links tab.
Click Edit to switch to edit mode.
In the Add link dialog, select the link type you want to add. The options are URL, Project, Sale, Document and Follow-up.
In the next field, select what you want to create a link to. Use the history list or start typing to search. The name of this field changes according to the link type you selected above. If, for example, you selected URL in the Type field, here you enter the URL address of the page you want to display.
Enter a brief description of the link in the Description field. If you enter a description, it will be used as the link text.
Click OK to save the link.
Click Save in the Links tab.
A dot on the Link tab header indicates that the sale has a link.
You can open links by clicking on them in the Links tab. URLs/websites open in a new window.
To remove a link, go to the Links tab, click Edit, click the delete button next to the link. The link is deleted from the tab.
The Note tab
Here you can enter information of any kind. The contents of this field is searchable via Free-text search.
Print info about a sale
- Go to the required sale.
- Click the Task button and select Print.
- In the window which displays the contents to be printed, click Print.