SuperOffice CRM for Marketing

Lead management Managing and tracking a lead from prospect stage to close is critical for success.  Track the lead source, hand off qualified leads to sales at the right time and manage the lead all the way through to close.

Target list management Automatically create static or dynamic lists based on accounts, contacts or leads.  Identify potential customers based on a wide range of user specified criteria.

Data import Quickly import leads and contact information from a variety of sources such as trade shows, seminars, direct mail, lists, etc. into SuperOffice CRM.  Easily define rules to correctly handle duplicates.

Segmentation Segment your target audience or your customers based on attributes such as demographics, company size, industry or interests then send specific messages to each group.

Campaign management Define and manage tasks, activities, and track responses for a variety of marketing campaigns Measure results and performance in SuperOffice CRM to see where you should focus most of your efforts. 

Email marketing Send newsletters, campaigns and operational messages to a large number of customers, with personalized and tailored content based on the customer’s interest profile.

Response tracking Handle return mail and updating address lists with the greatest of ease.  Define the actions which should be carried out for various return statuses and the system will automatically help you clean up your email list.

Integrated HTML editor Create graphic messages as easily as writing a letter in MS Word.  More advanced users can hard code HTML straight into the solution and immediately see the result in the preview display.

Document management Store, manage and share marketing documents online.  Manage and share sales documents, white papers, case studies, customer testimonials, etc. 

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 marketing 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 CRM and the Office applications that you use the most, leaving you to concentrate on your productivity and getting the job done.

Lead routing Create customized rules which automatically route the lead to the right sales person.  Leads can be routed by product, territory, dollar amount or any other criteria based on rules that you define.

Lead tracking Monitor leads from end to end.  Capabilities include:  automatic date/ time stamping, lead source tracking, and lead activity management.  Monitor which leads are the most profitable.

Lead conversion Convert qualified leads to sales opportunities with a single click.  Automatically notify sales reps when leads are assigned to them.

Lead search and merge Search for duplicate lead records and merge the data into both records with a click or merge a lead with an existing account or contact.

Account search and merge Easily merge duplicate accounts, combining the data from each record along with associated activities and other information.

Contact merge Merge repeated contacts to combine all their data and associated information.

Campaign analysis Track campaigns from lead generation to close and measure the campaign ROI with a point and click of a mouse.

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

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

Customization
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.

Integration
The SuperOffice CRM Application Framework ensures that SuperOffice CRM 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.