SuperOffice for sales

Lead management Track the lead source, hand off qualified leads to sales at the right time and manage the lead all the way through to close.

Account and contact management Store all data related to your contacts.  Define your own fields and lists that match the way you work.

Customer management Gain full control of the relationship.  Capture multiple relations.  Give access to relevant information views.

Activity management Create, change and display sales activities, tasks and details with a click of a button.  Sync your diary with Notes or Outlook.  Set up alerts when the due date of sales activities and tasks are coming near or passed.  Keep track of all emails and activities linked to the correct customer.

Opportunity management Manage multiple accounts and related opportunities. Track each sales opportunity by close probability, stage in the sales process, decision makers, activities or any other information that you define.

Portfolio management Define, organize and track all customers in your portfolio in order to capitalize on the most valuable sales opportunities. 

Territory management Define territories based on size, revenue, geography, products, product lines, and strategic accounts.  Sales managers can assign sales reps for each territory, as well as identify the prospects and products associated with each territory.

Pipeline management Get a direct view into your pipeline so you can see what is coming and respond accordingly. Sales managers can monitor sales rep activity to identify revenue potential from prospects and customers.

Sales methodologies Define your sales methodologies within your organization and configure SuperOffice Sales & Marketing to support and optimize these. Whether though automation, alerts, specification of key performance indicators, templates or a combination of these, our software is flexible to support your different sales methodologies.

Alerts  Define what is important to you and then monitor for action. Quickly see who is selling or not selling. Get insight and visual indicators to drive sales people to action.

Contract management Gain control over contracts by utilizing SuperOffice Sales & Marketing inherent features and flexibility to create, store, visualize, alert and act on the contracts you have with customers, suppliers and partners. 

Partner management Partners may be your key customers, your sales channel or business delivery relations. However you define your partner, SuperOffice Sales & Marketing allows you to focus on your partner management, relations and partner opportunities.

Project management Gain a complete overview of all projects which are completed, in progress, or overdue. With a click of a mouse, quickly find the last action. Define standard workflows according to different types of projects and share information with trusted project parties.  

Workflow automation Customize SuperOffice to your business’ unique sales processes.  Define tool tips and help-wizards to guide users through the workflow. Automate manual processes to save time. Safeguard best practices.  

Office automation Seamless integration with Microsoft Office applications such as Word, Excel and PowerPoint, as well as Outlook and Lotus Notes mail.   No toggling back and forth between SuperOffice Sales & Marketing and the Office applications that you use the most, leaving you to concentrate on your productivity and getting the job done.

International format support. Choose a different country when registering a new contact, and the system automatically knows the correct address formats and telephone prefixes. Another significant detail in the system that saves you time, ensures data quality and helps you give the right impression when communicating with your contacts.  

Document and activity management Archive activities, letters, faxes, correspondence, bid documents and email in a central repository.  Retrieve the information by scanning the activities tab or via key word searches.  Even incoming and forwarded email messages are tagged and easily stored for future references. 

Email and document templates It is easy to create and amend templates in SuperOffice, allowing you to include all kinds of templates for different aspects of your organization. Templates ensure that your communication is professional with your corporate identity and latest updated commercial and legal information included. Sales reps do not have to worry about anything other than to personalize the message and send.

Activity reporting Gain quick overview over which activities that have taken place, are pending or overdue. Generate reports of activities and tasks with selected details in order to maximize efficiency.

Mobile solutions SuperOffice offers different mobile solutions to give you control of your customer information wherever you are.  Offline functionality is standard with our windows version. Web based capability allows you to access SuperOffice Sales & Marketing from any web browser.  Compliance with various handheld devices gives you instant access, even if you’re outside the office. Want both online and offline? Combine our solutions to give your people optimal fit.   

Collaboration Open the channels of communication by giving your customers or partners access to the information they need, when they need it.  Get an instant, out of the box extranet or customize it to be part of your existing internet channel.

Telephone integration Save time and make your calls with a click of a button or automatically log incoming calls in to your CRM system by integrating SuperOffice with your telephony system. SuperOffice Sales & Marketing comes ready for integration with major telephony systems, including Skype and other IP-based suppliers.

Synchronization Synchronize your SuperOffice diary with Microsoft Exchange or Lotus Domino.  Share appointments with others using enterprise calendar tools.  Also syncs with most mobile device calendars. 

Project management Gain a complete overview of all projects which are completed, in progress, or overdue. With a click of a mouse, quickly find the last action. Define standard workflows according to different types of projects and share information with trusted project parties. 
 
Partner management Partners may be your key customers, your sales channel or business delivery relations. However you define your partner, SuperOffice CRM allows you to focus on your partner management, relations and partner opportunities.

Supplier management Use SuperOffice Sales & Marketing to support supply management processes and manage your suppliers. Track contracts, delivery dates and supplier activities to ensure overall success. 

Forecasting Are your expected sales on track to meet targets in the next week, month quarter, or coming year? Use the pre-defined sales reports or design your own reports to ensure you have the full overview.

Pipeline management Get a direct view into your pipeline so you can see what is coming and respond accordingly. Sales managers can monitor sales rep activity to identify revenue potential from prospects and customers.

Alerts  Define what is important to you and then monitor for action. Quickly see who is selling or not selling , get insight into the pipeline along with forecasts that you can depend on , and visual indicators to drive sales people to action i.e. reminders to follow up activities.

Opportunity management  Manage multiple accounts and related opportunities. Track each sales opportunity by close probability, stage in the sales process, decision makers, activities or any other information that you define.

Reports Use any of the pre-defined reports for sales, activities, projects, documents or selection or define your own reports with our easy to use designer tool.

Dashboards Visualize the most important reports and alerts in personal dashboards for sales reps, line and top managers.

Customization
In changing dynamic environments, you need a solution that adapts quickly. The standard administration layer for SuperOffice Sales & Marketing follow our easy-to use principles and allow your dedicated SuperUser to configure, add list-items, templates, fields and so on without special IT expertise. Individual users get point and click customization tools to set their own preferences, while developers and partners have more extensive and powerful tools to enhance and integrate the SuperOffice CRM products.  Read more about customization under the Platform and Technology section.

Integration
The SuperOffice Sales & Marketing Application Framework ensures that SuperOffice maintains maximum usability and interoperability with other IT solutions. There are standard tools and interfaces to integrate with your ERP system, telephony, other Document Management systems, Business Intelligence and data warehousing tools, portal, website and anything else you need. SuperOffice CRM with our professional integration partners offer you the flexibility and scalability you need now and in the future.   Read more about integration under the Platform and Technology section.