The fact that sales professionals are scattered in geographically different locations, rather than all located in one office building presents a challenge.  

Information and information sharing especially about customers is extremely important whether you are on the road or not.  You need to be able to access your information from your mobile and your laptop whenever and wherever you are, whether  offline or online.

SuperOffice offers a variety of ways to access your customer information while on the road.

On your mobile device

• Get up-to-the-minute access to the entire SuperOffice CRM corporate database when and where you need it
• Improve data quality and save valuable time by making changes and updates to your customer data in the field and not when you get back to the office 
• Share information seamlessly across all channels, mobile or otherwise, wherever you are
• Manage your sales teams, sales opportunities, pipeline, and forecasts from the field
• Improve customer loyalty and satisfaction by accessing customer information and taking care of business while the customer is there watching

Remote Travel

Ideal for those who are away for long periods of time.

• Log calls, emails and appointments and assign tasks from the field.
•  View and edit account, contact, opportunity and other fields at any time.
• Information is available on your notebook with or without internet coverage using our Windows Travel modules.
• When you are back in the office, all the data is updated with the main server.
• While on extended travel, update the database from any location with a telephone connection.

SuperOffice Satellite
For any installation that is geographically remote from the head office and that has multiple users in a LAN that require off-line flexibility, SuperOffice Satellite is the correct solution

Typically, a  Satellite installation will be a branch office.  Each branch office has its own database on the local network, because this gives a fast response time and lower communication costs. 

Similar to Remote Travel, each Satellite exchanges information with the head office, so that they are all kept up to date.  The update frequency is defined upon need, and typically is  once a day.

Each Satellite database has its own set of users, and its own set of data, set through Area Management (It is possible to include all information in all Satellites.)

SuperOffice Area Management
Use Area Management to give travel users and satellites the information that they need, but not more.  Great for limiting the size of the local databases.

Some organizations do not want all the SuperOffice CRM information to be visible to every user.  Some organizations have large databases that are not practical to copy to a laptop computer.  Area Management is a function used to limit the information that is copied into Travel or Satellite databases.

Area management works as a filter, so that each Travel user or satellites (or group of users) is given the information they need, but not more.  This limits the size of the local databases as well as the update traffic.  It also limits the potential for information loss if the local database is stolen or lost

For more information, please contact us or download a brochure from our Resources section.