Activities and the calendar are the heartbeat of SuperOffice CRM

From time to time people ask me: “Why does SuperOffice have its own calendar?” or “Everyone else uses Outlook calendar – why doesn’t SuperOffice just drop its calendar and let the users use Outlook instead?”

Picture of the SuperOffice calendar:

Appointment (2)

In order to answer this question, we first have to take a look at Activities in SuperOffice and how they are used.  Activities in SuperOffice are documented trails of customer communication like phone calls, meetings, emails, proposals, etc. Activities further create tasks and follow ups which drive your everyday business. With Activities, you know what to do, when to do it and who will be doing it.

Together with Activities, the SuperOffice calendar is your Outlook calendar on steroids. Just like Outlook, it has the date and time. It allows you to invite other people to meetings and shows you when they’ve accepted a meeting. But, what your Outlook calendar can’t do is to register all these activities into a common customer database.

CustomerActivities

With the SuperOffice calendar, all employee calendars and their activities can be shared throughout the whole organization. Is someone sick today? No problem. Has someone left the company? No problem.

Outlook, Notes or similar calendar systems can’t do this for you. Booking a meeting in your Outlook calendar helps you organize your day, but once the meeting is completed, the activity in Outlook is worthless. It doesn’t automatically become a part of the customer’s information. And, if you expect that someone will register the activity in your CRM system after the fact, you can pretty much say “bye bye” to that bit of information.

Synchronizing calendars won’t work either. If you book your meetings in Outlook, the appointment will not be tagged with the correct company in some magic way which allows it to automatically appear in the correct place in the CRM system. This still has to be done manually. And manual methods are pretty extinct in these busy times.

So in short, we’re sticking with the SuperOffice calendar. It’s the best way we know of to help you keep track of your customer history, as well as all the activities that are happening in your organization. This all leads to closer customer relationships. And, well, isn’t that what it’s all about?

CRM

About Erik Eide

Erik Eide

I I’m the Product Director in SuperOffice R&D. My only focus is about making sure that we deliver the right products with the right content to our users. I lead our team of designers in SuperOffice R&D, and spend most of my days discussing the content of our new products. Our primary source of information and inspiration comes from our thousands of dedicated users out there. On this blog I will try to give you some insight in why our products are as they are.

3 Comments

Ronald

about 7 years ago

I disagree with the part about synchronizing won't work. You could at least give the customer a choice to synchronize or not. Working with two or more different agenda's gives a lot more work and the possibility of mistakes. Most people do have a private agenda to be combined with their professional agenda. W.k.r. Ronald

Reply

Erik Eide

about 7 years ago

Hi Ronald, First of all; Thanks for expressing you point of view here. There are really good synchronisation solutions for SuperOffice out there (see http://infobridge.com/). And Yes; synchronising is the answer to some needs. But then to my main point in this post; an appointment or meeting loses its value to yourself and everyone else the minute after it’s been completed. It shouldn’t. Sharing activities over time with your colleagues creates high value to your company and is a cornerstone in CRM, as I see it. Once you accept this fact, I believe the only way to achieve this, is to tag the appointment / meeting itself with the company and contact you are meeting with in a calendar shared by everyone. Users never do this at a later point. It has to be done when creating the appointment. So again, I think that if you allow people with contact with customers stay in the Outlook calendar, it is a threat to the success of a company’s CRM implementation. Have a nice day. Erik

Reply

Ronald

about 7 years ago

Hi Erik, thanks for your reply. I partly agree. I understand the value of a tagged activity. But dealing with 2 separate agenda's and the related consequences, is not the solution for most people. Our system administrator looked into the infobridge solution but found some problems, I will ask him again about these problems (perhaps because of my iCal-agenda?) . W.k.r. Ronald

Reply

Leave a Comment

Sign up to a free SuperOffice CRM trial.

It’s free for 30 days. No credit card required.

Start Free Trial