Contents
- Administrator Training
- Automation & Integration
- Change Management Training
- Configuration Workshop
- CRM Governance
- Custom Activity
- Customer Interviews
- Customer Training
- Delivery Sign-Off
- Documentation
- Go Live Assistance
- Import of data
- Preparation
- Project Kick-Off
- Project Management
- Setup and configuration of SuperOffice
- Solution Presentation
- Specification Workshop
- Stakeholder Meeting
- Technical Configuration
- Test Assistance
- Train the trainer
- Workflow Workshop
- Fast-Track CRM Implementation - Acquire new customers
- Fast-Track CRM Implementation - Lead Management
- Fast-Track CRM Implementation - Sales Management
- CRM Health Check
- Customer Feedback Loop
- Initial Data Import
- Marketing Premium - Event Flow
- Marketing Premium - Lead Management Flow
- Marketing Premium - Onboarding Flow
- Custom activity CSP (CRM Success program)
- Ensuring operation CSP (CRM Success program)
- Health Check CSP (CRM Success program)
- Optimization of solution CSP (CRM Success program)
- Scripts & Customization CSP (CRM Success program)
- Strategy & Improvements CSP (CRM Success program)
- Training, CSP (CRM Success Program)
Tailored Solutions
Administrator Training
This training is designed to empower your CRM superusers and system administrators with the skills and confidence to manage and maintain the system after go-live. Through a deep dive into system configuration, user management, templates, and data structure, your internal team will gain the knowledge needed to handle day-to-day administration and adapt the system as your business evolves.
By the end of the training, your administrators will be fully equipped to ensure smooth system operation, maintain data integrity, and provide ongoing internal support.
Automation & Integration
This activity focuses on enhancing your SuperOffice solution with tailored automations and integrations that align with your agreed workflows and business needs. By connecting SuperOffice with your key systems and automating repetitive tasks, we help streamline processes, reduce manual effort, and ensure data consistency across platforms.
The result is a more efficient CRM environment that helps save time, improves data accuracy, and provides a single, reliable source of truth for your organization.
Change Management Training
This training is designed to equip key stakeholders, managers, and change ambassadors with the tools and strategies needed to successfully guide the organization through change. The focus is on managing the people side of transformation; addressing resistance, fostering engagement, and ensuring clear and consistent communication throughout the process.
As a result, your organization will feel confident in leading its change journey, maintaining alignment, and ensuring strong adoption both during the project and after go-live.
Configuration Workshop
This workshop is designed to align the details of your SuperOffice setup with your organization’s needs and way of working. Together, we review and finalize the configuration of key elements such as fields, templates, roles, and dashboards, ensuring that the structure and terminology in the system reflect your business language and processes.
CRM Governance
CRM Governance helps your organization establish effective processes and routines that turn SuperOffice into a true driver of business value. Together, we define how to use SuperOffice in supporting your daily operations by, for example, identifying which dashboards should be used in which type of meetings, how data should be interpreted and applied in decision-making, and how CRM becomes part of everyday work practices.
This ensures consistent value creation by building confidence in using CRM as a strategic tool, strengthening decision-making, and increasing user adoption across the organization.
Custom Activity
A Custom Activity provides flexibility to include additional services or tasks tailored to your specific needs. These may include specialized consulting, advanced configurations, or unique deliverables outside the standard scope.
This ensures the project reflects your organization’s exact requirements and maximizes the value of your CRM investment.
Customer Interviews
Interviewing some of your key employees provides us with valuable insights into how your organization operates today, and what you aim to achieve with SuperOffice. Through structured conversations with key stakeholders, we explore current workflows, key performance indicators, team structures, and overall readiness for change.
These insights form the foundation for recommending a tailored solution later in the project and ensure a clear understanding of your organization’s maturity level, priorities, and expectations.
Customer Training
This onsite or online activity equips your users with the knowledge and confidence to work efficiently in SuperOffice. The sessions cover core functionality, key features, and the customized workflows designed specifically for your organization.
After the training, users can manage their daily tasks independently in SuperOffice, following the configured workflows. More complex processes are supported with clear documentation and/or instructional videos for easy reference.
Delivery Sign-Off
This meeting formally concludes the implementation project and confirms that all agreed deliverables have successfully been met. Together, we conduct a final review of the project scope, outcomes, and key results, ensuring full alignment between expectations and delivery.
The project is closed with an official sign-off, marking the transition into long-term CRM governance and support. Any remaining actions are captured in a clear follow-up plan to secure a smooth handover and continued success.
Documentation
The documentation activity ensures that all key configurations, workflows, and/ or customizations are clearly described for future reference. This can include system setup details, user instructions, and any agreed guidelines to support maintenance and user adoption.
Well-structured documentation not only helps your organization maintain consistency and train new users but also enables us to provide efficient support and make future adaptations or customizations with full insight into your setup.
Go Live Assistance
Go-live assistance provides hands-on support during and after the system’s go-live to ensure a smooth and confident transition into daily use. The focus is on helping users gain confidence in the new system, providing real-time support, and strengthening the superuser role for ongoing success.
By extending support beyond the initial launch, this activity helps build lasting user confidence, minimizes disruption to operations, and ensures continued momentum after go-live.
Import of data
The Import of data activity ensures that existing customer and business information is accurately and securely transferred into SuperOffice. We review, clean, and structure the data before import to maintain quality and consistency across the system.
A well-executed data import gives users access to reliable information and creating a solid foundation for reporting, workflows, and future integrations.
Preparation
Preparation is a supporting activity that ensures all workshops, meetings, and training sessions run efficiently and effectively. This includes reviewing materials, gathering relevant information, and aligning on objectives to make the most of each session.
By investing in preparation, we help maximize the value of every interaction, ensure clarity for participants, and set the stage for smooth follow-up, next steps, and future activities throughout the project.
Project Kick-Off
The Project Kick-Off marks the official start of the implementation journey. In this meeting, we present your reported challenges, project objectives, plan, and scope to ensure a shared understanding among all stakeholders. The session also aligns expectations, clarifies potential risks, and prepares your team for the upcoming change process.
By the end of the meeting, everyone involved is aligned on goals and responsibilities, understands the roadmap ahead, and is ready to begin the transition to SuperOffice with confidence.
Project Management
Project Management ensures that the implementation runs efficiently, on time, and within scope. The project manager coordinates activities, monitors progress, manages risks, and serves as the main point of contact between your team and ours.
This structured approach provides transparency, clear communication, and proactive follow-up, to ensure the project stays aligned with agreed goals and delivers measurable value.
Setup and configuration of SuperOffice
In this activity we configure the standard features of your SuperOffice environment according to the agreed specifications and workflows. This includes setting up fields, templates, workflows, roles, and dashboards to reflect how your organization works and communicates.
Performing the setup and configuration forms a solid foundation for further customization or integrations.
Solution Presentation
The Solution Presentation showcases the configured and customized SuperOffice solution, demonstrating how it addresses your organization’s specific challenges and drives business value. During the session, we review key features, workflows, and integrations, providing the opportunity to identify any gaps and agree on a plan to address them.
This approach builds confidence in the solution, ensures it meets your needs, and confirms that it delivers the intended business value, creating clear alignment on the next steps and the way forward.
Specification Workshop
The Specification Workshop provides a deep dive into the ( technical and) functional details of the solution, covering requirements, potential risks, limitations, and opportunities for components such as ERP connectors, data synchronization, SharePoint, and the Customer Portal. This workshop is typically conducted in close collaboration with your IT team to ensure alignment with existing systems and technical constraints.
Stakeholder Meeting
The Stakeholder Meeting brings together key management stakeholders to align on expectations, business challenges, priorities, and success criteria. During this session, we discuss adoption goals, change management needs, and key performance indicators to ensure everyone shares a common understanding of the project’s direction and objectives.
This meeting helps stakeholders recognize the importance of internal preparation for the change journey and establishes a strong foundation for collaboration and commitment throughout the project.
Technical Configuration
Technical Configuration ensures that all IT-related elements of your SuperOffice environment are correctly set up and integrated. This can include data synchronization, configuration of connected apps, and any other technical settings required for seamless operation.
By completing technical configuration, we ensure that your CRM environment is fully functional, reliable, and ready to support daily operations, integrations, and future adaptations with confidence.
Test Assistance
Test Assistance provides hands-on support to your team in validating workflows, integrations, and customizations within your SuperOffice environment. By guiding and assisting in testing, we help identify potential issues early, ensure that the system operates as intended, and provide practical guidance on how to address any findings. This proactive approach reduces risks and builds confidence in the solution before it goes live.
Through this activity, your organization can confirm that the solution works as expected, gain assurance in the setup, and feel prepared for a smooth transition to daily operations.
Train the Trainer
Train the Trainer prepares your selected internal trainers to confidently deliver high-quality SuperOffice CRM training to end users. The program covers system basics, configured workflows, and core functionality, while equipping trainers to address common questions and real-world use cases. Training materials, best practices, and practical guidance are provided to ensure consistency and effectiveness in knowledge transfer.
By empowering your trainers, this activity ensures that end users receive effective, hands-on training, fostering adoption, reducing dependency on external support, and enabling your organization to sustain CRM expertise internally.
Workflow Workshop
The Workflow Workshop provides an in-depth exploration of your business processes to design SuperOffice workflows that truly support how your organization works. Using insights from previous activities, and our experience with best practices, we analyze current processes, identify opportunities for improvement, and translate them into efficient recommended workflows. During the workshop, we also discuss and align key performance indicators, ensuring that every recommended workflow directly supports your strategic objectives and daily operations.
Fast-Track CRM Implementations
General description
Fast-Track CRM Implementation provides a pre-defined, lean approach to implementing SuperOffice, enabling your organization to achieve results 40% faster than a fully custom project. Each Fast-Track is designed around a specific business focus, such as lead management, sales management, or account management, and comes with best-practice forms, workflows, templates, and automations already configured. The implementation of a Fast-Track includes a process walkthrough, import of your customer data, setup of dashboards, key user training, and go-live assistance, enabling your team to start using SuperOffice efficiently and realize business value from day one.
Fast-Track CRM implementation - Lead Management
The Lead Management Fast-Track is a predefined, best-practice implementation package designed to accelerate your CRM deployment. This Fast-Track helps your team capture, qualify, and nurture potential customers efficiently by implementing web forms and chat tools that automatically populate SuperOffice with leads. SuperOffice helps analyze your top customers to identify high-potential prospects and set up targeted communication flows using our integrated marketing tools, guiding leads smoothly through the funnel. The system also ensures GDPR-compliant handling of consent and subscriptions, keeping your prospecting both effective and secure.
This Fast-Track CRM helps to increase the number of Marketing Qualified Leads (MQLs) and improves the conversion of MQLs into Sales Qualified Leads (SQLs), enabling your sales team to focus on the most promising opportunities.
Fast-Track CRM implementation - Sales Management
The Sales Management Fast-Track is a predefined, best-practice implementation package designed to accelerate your CRM deployment. It standardizes your sales processes and workflows to increase productivity, with built-in guides and reminders that ensure your sales team works according to best practices. Optimized proposal templates streamline offer creation and maintain high quality, while automatic reminders ensure all prospects are followed up consistently. Full pipeline visibility, metrics tracking, and win/loss analysis improve forecast accuracy and support better decision-making, while dashboards measuring sales activity help maintain focus and drive enough new sales processes.
This Fast-Track CRM helps to increase the conversion of leads and prospects into customers by improving the quality and efficiency of sales work, while also raising win rates and overall sales performance.
Fast-Track CRM implementation - Acquire new customers
The Acquire New Customers Fast-Track is a predefined, best-practice implementation package designed to accelerate your CRM deployment by combining lead capture and sales management capabilities. It enables your team to efficiently capture and qualify leads from digital channels, identify high-potential prospects, and nurture them through targeted communication flows. Standardized sales workflows, optimized proposal templates, and activity dashboards ensure consistent follow-up, higher-quality offers, and improved visibility of the sales pipeline. GDPR-compliant processes keep prospecting secure while guiding your team to focus on the most promising opportunities.
This Fast-Track CRM drives more leads through the sales funnel, increases the conversion of prospects into customers, and improves win rates by enhancing both efficiency and quality in lead management and sales execution.
Packages
CRM Health Check
The CRM Health Check is a predefined, best-practice assessment designed to evaluate the overall performance and effectiveness of your SuperOffice CRM setup. Through a structured review of data quality, user adoption, system configuration, and key performance indicators, this package provides a clear understanding of what works well and where improvements can be made. It not only highlights strengths and uncovers inefficiencies but also helps define a clear CRM strategy and outlines concrete actions for enhancing your CRM system going forward.
The CRM Health Check enables informed decision-making, strengthens customer-facing processes, and ensures your CRM remains a reliable and valuable business asset. By regularly reviewing and optimizing your setup, you maintain efficiency, improve user engagement, and enhance the impact of your CRM across the organization.
Customer Feedback Loop
The Customer Feedback Loop package is a predefined, best-practice implementation that automates the process of gathering customer insights across key touchpoints such as support tickets, sales processes, projects, and activities. The solution automatically sends request-for-feedback emails, collects responses, and presents them through intuitive dashboards that make it easy to monitor satisfaction levels and follow up where needed. It is fully aligned with GDPR requirements, ensuring compliant handling of customer data throughout the entire process.
This package strengthens customer relationships by giving you real-time insight into customer satisfaction, enabling faster reactions to negative feedback and reinforcing what works well. It helps you identify service gaps, improve processes, increase customer loyalty, and ultimately boost long-term customer happiness and retention.
Initial Data Import
The Initial Data Import package is designed to ensure a seamless process for importing company and person data into SuperOffice CRM using DataBridge. It streamlines the data import process with basic transformations and provides templates, guidelines, and best-practice recommendations to ensure accuracy and consistency. A dedicated import meeting aligns your team and sets up the process for a smooth initial system setup, enabling a clean and reliable CRM foundation from day one.
This package saves time and effort during setup, ensures high-quality data in SuperOffice, and provides a solid foundation for effective CRM usage.
Marketing Premium - Event Flow
Marketing Premium - Event Flow is a pre-configured marketing package that helps your organization plan, promote, and manage events efficiently within SuperOffice. It supports identifying the right target audience, tailoring your marketing strategy, and leveraging multiple channels such as social media, email, content marketing, and paid advertising to drive awareness and attendance.
The package streamlines event registration, sends automated reminders to maximize participation, and facilitates post-event engagement by sharing materials like recordings, slides, and photos. Feedback surveys help evaluate event success, while automated thank-you messages maintain strong relationships with attendees, sponsors, and stakeholders.
By implementing this package, your organization gains an end-to-end, automated event management process that improves efficiency, boosts participation, and enhances engagement, ensuring that every event delivers measurable business value.
Marketing Premium - Lead Management Flow
Marketing Premium - Lead Management Flow is a pre-configured marketing package that helps your organization capture, qualify, and nurture leads efficiently within SuperOffice. Using forms, chat, and events on landing pages, websites, or blogs, it automatically gathers lead information and scores them based on predefined criteria. Leads are then distributed to the appropriate sales representatives, while automated, personalized campaigns nurture leads overtime to move them further down the sales funnel.
Dashboards and reports provide visibility into lead performance, helping your team monitor activities, identify trends, and continuously optimize the lead management process. By implementing this package, your organization gains a structured, automated approach to lead generation and nurturing, improving efficiency, increasing conversion rates, and ensuring your CRM actively drives revenue growth.
Marketing Premium - Onboarding Flow
Marketing Premium - Onboarding Flow is a pre-configured marketing package that helps your organization welcome and engage new customers efficiently within SuperOffice. It guides customers through discovering relevant content, products, or services, and encourages participation in loyalty programs or rewards schemes to increase engagement and satisfaction.
The package also automates the collection of feedback to improve the onboarding experience, supports subscription setup and management, and streamlines regulatory compliance by automating the collection and verification of customer information.
By implementing this package, your organization ensures a structured, consistent, and engaging onboarding experience that drives customer satisfaction, loyalty, and operational efficiency from the very first interaction.
CRM Succes Program
Custom activity CSP (CRM Success program)
A Custom Activity adds flexibility to the program by allowing tailored services based on specific needs. It can include a wide range of tasks such as specialized consulting, advanced configurations, or other activities outside the standard scope. This ensures your CRM setup reflects your exact requirements and delivers maximum value to your organization.
Ensuring operation CSP (CRM Success program)
Ensuring Operation is your annual protection plan for keeping existing SuperOffice customizations running smoothly. This service covers maintenance and fixes whenever needed, ensuring that your customizations remain stable, up to date, and fully operational. It gives you peace of mind knowing your CRM continues to support your business without interruptions.
Health Check CSP (CRM Success program)
A regular CRM Health Check ensures that your SuperOffice solution continues to perform at its best. Each review assesses data quality, system usage, and overall performance to identify issues and improvement opportunities. You receive a clear Health Check report with recommendations that keep your CRM optimized, efficient, and aligned with your evolving business needs.
Optimization of solution CSP (CRM Success program)
Optimization of Solution focuses on continuously improving and adapting your SuperOffice configuration. This service ensures the system evolves with your business needs by refining workflows, adjusting settings, and enhancing existing functionality. It can also include analysis of KPIs and dashboards; examining what’s missing, identifying where data lives in the CRM, and clarifying what metrics you need to measure to succeed.
Scripts & Customization CSP (CRM Success program)
Script and Customizations ensure your SuperOffice system stays up to date by maintaining and updating scripts, customizations, and integrations as your business needs evolve. This service addresses changes or enhancements when required, keeping your CRM running smoothly and aligned with your workflows.
Strategy & Improvements CSP (CRM Success program)
Strategy & Improvements provides regular sessions focused on reviewing, discussing, and prioritizing your CRM to-do list based on what will deliver the greatest business value. These sessions help ensure your CRM evolves in line with changes in your organization, whether related to people, processes, or technology. They also include guidance on new SuperOffice features and improvements, identifying opportunities to adopt and configure functionality you may not yet be using.
Training, CSP (CRM Success Program)
Regular training is important to ensure your team continually gets the most out of SuperOffice. This includes onboarding new employees, refreshing knowledge of underutilized features, and training on newly released functionality. By providing consistent, ongoing training, we help improve user adoption, boost efficiency, and ensure your team fully leverages the CRM’s capabilities.