Reports
Quickly access and up-to-the-minute information covering sales, marketing, service and support and other departments. Management can make decisions with speed and confidence
- Quickly see who is selling or not selling
- Get insight into the pipeline along with sales forecasts you can depend on
- Visual indicators to drive sales people to action, i.e. reminders on follow up activities
- Define what is important to you and then monitor for action
- Get real-time analytics into your marketing campaigns
- Track campaigns from lead generation to close
- Measure campaign ROI with a point and click of a mouse
- Real time data to identify who is asking for support and how long it takes to respond to them
- Visiual indicators to show which customers need attention and be guided to perform a specific action
- Get an overview of activities that need to be invoiced and invoice on time
- Perform sales activities after a project has been closed to increase customer satisfaction
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Dashboards & Scorecards
Dashboards provide an overview of the performance of your entire organization. Gain visibility into your operations to drive accountability and focus.
Standard out of the box dashboards to help management get a handle on their data and make better decisions immediately.
Set up multiple, customized dashboards so that everyone gets exactly the information needed depending on their roles and responsibilities. Easily and securely distribute dashboards when you need to share data, and highlight critical information and exceptions for quick identification.
Instantly understand what's happening in your business right now with one-click.
Check out the list of SuperOffice certified partners to find a dashboard solution that is right for you.
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Customization and Integration
Different businesses have different needs, different customers and different ways of working. That’s why SuperOffice offers the customization tools to manage your unique activities plus integration capabilities to mold SuperOffice CRM to your unique business needs.
In changing dynamic environments, you need a solution that adapts quickly. The standard administration layer for SuperOffice CRM 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.
The SuperOffice CRM Application Framework ensures that SuperOffice CRM maintains maximum usability and interoperability with other IT solutions. Many of our customers’ IT managers have expressed surprise at how easy and quick integration projects with SuperOffice are. 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.
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