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Meet SuperOffice Service | CRM software for exceptional customer service

Explore the collaborative power of SuperOffice Service. Beyond the customer service team, it unites your entire business around your customers. In this video, you will learn how Service seamlessly organizes, prioritizes, and handles customer interactions, from pre-sales to support. Elevate your business's customer experience with SuperOffice, where each interaction plays a part in shaping the journey to customer success. Learn more about Service: https://www.superoffice.com/crm/service/ ____________________ SuperOffice is a modern CRM solution that helps you build strong, long-lasting relationships and turn them into revenue. Get started at https://www.superoffice.com/!

12/18/2023

Byggefakta Smart for SuperOffice

Tune in for a quick 5-minute intro to the Byggefakta Smart App! 🚀 Byggefakta Smart simplifies construction projects with user-friendly tools. 🤩 Don't miss out! Watch this video to get started with Byggefakta Smart today and take your project management skills to a new level! 💻 Go to the SuperOffice App Store to find out more 👉 https://appstore.superoffice.com ____________________

11/30/2023

Panels for SuperOffice

Tune in for a quick 5-minute intro to the Panels App! 🚀 Panels creates filtered archives for your essential information. With specialized search options and unique features like birthday and sales history archives, streamline your CRM experience today! 💼 Join us for this quick video on the app Panels and get the app today! 💻 Go to the SuperOffice App Store to find out more 👉 https://appstore.superoffice.com ____________________

11/30/2023

App Roundup: MailVideo, Lasso and Risika - Risk&Credit

In this App Roundup, we’d like to introduce: MailVideo, an app that transforms sales with video messaging; Lasso, an automation powerhouse for Danish business opportunities; and Risika, Risk & Credit, an app for finances and credit risks.

11/14/2023

Webcast: Driving growth through sales and service alignment

In today's hyper-competitive business landscape, exceptional customer service isn't just a support function, it's a game-changer for sales professionals. In this webinar, we dive into the importance of a smooth customer journey for both sales and customer service teams. We advise on how to make the most out of the opportunities that arise along the customer journey. Watch the recording to learn: - The importance of customer service and the customer journey - Challenges that arise when sales and customer service are not aligned - How to turn customer service into a sales advantage - Tips on how to align sales and customer service Learn more about SuperOffice Service: https://www.superoffice.com/crm/service/ ____________________ SuperOffice is a modern CRM solution that helps you build strong, long-lasting relationships and turn them into revenue. Get started at https://www.superoffice.com/!

11/01/2023

Latest forum posts

  • Hi Dan.  We have some tools for automation, called triggers and Macros. But there is no macro for creating a document. So even if you use "after save new appointment"  There will be no macro for generating the document, you can create sales, or other types of enteties, but not documents. So this will have to be set up with script. 

    28. feb. 2024 | 01.47 PM
  • The more field tab being completely locked seems solved now, but you still can't define columns on it:   This is possible when creating a new tab:   Seems strange to not allow this on the more tab.

    26. feb. 2024 | 10.20 AM
  • Hi Could you help to clarify how this new option works in new follow up. Previously you could select who should recieve an email alert. Now it seems that its all participants. Internal and external recieves an email? Before you would normally not e-mail alert internal users. Since they were already alerted in the SuperOffice calendar. Or you would choose to alert internal users also by e-mail   Previously you would select who would get the email. And if someone was added to the meeting later, you could choose to only email the new participant. And send the invite without all participants recieveing a new email. We have done some testing at it seems that there are differences in internal and external alerts. Probably with the same logic as before, but the new checkbox send to all attendees is new. And it would be nice if you could clarify about this topic.

    26. feb. 2024 | 08.14 AM
  • Also agree with David. Our Goal should allways be to reduce clicks. this in general applies to add the current sale/project, when currently you need at least 2 clicks more or even 4 if you need to add a project and a sale.

    22. feb. 2024 | 08.20 AM
  • Hi Giedre, Thank you so much for your suggested reading - I will go check them out. Still lots to explore regarding Quote. Best Regards, Henrik

    22. feb. 2024 | 06.26 AM
  • Hi david,   Ok i will do what you suggested. Here is the current second-level Scripts which is scheduled in Tasks below in Screenshots. it will be started monthly on first calendar day. I will limit the numer of Tickets in Array in each Scripts so that it dosnot hit the Task Limit, that means I will allocate all Tickets to be copied in more second-level Scripts then schedule them in more jobs to be started in each hour Distence, and setup the Traces for all second-level Scripts. Thanks!

    20. feb. 2024 | 10.27 AM
  • Hi Donatas, Thanks for the input, I've contacted the Support and it seems it's a known bug. Kind regards, Roger

    14. feb. 2024 | 02.03 PM
  • News: New Follow-up support for Synchronizer Extensive testing has been performed - and we are now ready to allow customers who uses Synchronizer to participate in the pilot program for New Follow-up: we will now start to enable New Follow-up for some of the customers who uses Synchronizer and have signed up to the pilot program. More customers who uses Synchronizer will get it next week.   Note! With the introduction of formatted content (HTML) in the SuperOffice follow-up, it is worth mentioning that synchronizing such content between two platforms comes with some things to take into account. This page explains what happens in certain situations or with the use of certain HTML content: https://infobridgekb.atlassian.net/wiki/spaces/NS/pages/2354380802/Differences+between+SuperOffice+Agenda+and+calendar+item+notes

    8. feb. 2024 | 12.50 PM
  • Hi Frode, i will test this. Thanks for your reply

    7. feb. 2024 | 01.53 PM
  • We are happy to announce 'Request Types' is planned released to CRM Online soon This will conclude the pilot program for 'Request Types' and the pilot program will end with the release of CRM Online 10.3.2 in February 2024: see Release Notes 10.3.2 For those who have been partisipating in the pilot program We are happy and grateful for your participation in the program. As a Request Types Pilot customer you will continue as normal when the pilot program ends, no changes will appliy. If you need help with the feature after the end of the pilot progam, reach out to our support team here . Feedback We urge you to give your feedback during this last period of the pilot. Your feedback helps us identify issues, fix them and make the software even better. How do I provide my feedback to SuperOffice? We have several ways for you to give us feedback during the pilot testing: Pilot Forum  – this is the main communication channel to use. It is where we will inform everyone involved in relevant issues and is a place for you to post questions or provide feedback. You may receive answers from other customers, partners as well as our R&D resources. Pilot Forum:  https://community.superoffice.com/en/customer/forum/rooms/pilot-program/ Feedback form  – there is a Feedback form which is available to everyone all the time  here . It can be an easy option to send us a message about anything you have tested. We want to know if you are particularly happy with something as well as hear about any issues you may encounter. Send us an email  – we have a dedicated mail address:  pilot@superoffice.com  you can use to send in your questions or comments. This may be helpful when you want to discuss issues particularly relevant to your installation and you don’t want to post on a forum. If you need help with the feature after the end of the pilot progam, reach out to our support team  here .

    7. feb. 2024 | 09.55 AM
  • Hi Ester.  Thank you for the reply. A filter option would be nice. For a large meeting there is a very small part of the screen being used for showing participants. A way to use more of the screen could be to add a manage participants option. Like the check availability option, that loads a different screen. There is some participant management in the check availability section, but it does not really show if a participant has accepted the meeting.

    6. feb. 2024 | 08.24 AM

Aktive fora

  • Jianchun You Setting up and administrating Service

    Let's talk about setting up and administrating request management and knowledge base in SuperOffice Service.

    02.20.2024 mode_comment 146
  • David Hollegien Core CRM features

    Let's talk about contact management, privacy features, diary, document management, find and selection features, email and office integration tools that support personal productivity.

    01.25.2024 mode_comment 139
  • FR

    Service management

    Let's talk about request / ticket management, automation and knowledge base management in SuperOffice Service.

    02.07.2024 mode_comment 128
  • Henrik Povlsen Settings and maintenance

    Let's talk about preferences, lists, labels, SAINT, data import and other CRM administration topics.

    02.22.2024 mode_comment 97
  • Jianchun You Sales management

    Let's talk about sales and opportunity management, sales forecasting, sales guide, sales targets and KPIs, quote management and sales documents.

    12.20.2023 mode_comment 49
  • David Hollegien New Follow-up

    New Follow-up

    02.26.2024 mode_comment 46
  • David Hollegien Users and user right management

    Let's talk about user setup, data access and functional rights management.​

    01.09.2024 mode_comment 38
  • Samuel Holmström Welcome to Forums! Let´s get acquainted

    Welcome to forums, let’s get to know each other. Please introduce yourself and meet other forum participants.

    02.28.2024 mode_comment 17
  • Frode Berntsen SuperOffice Mobile CRM (for SuperOffice 9.x or 10.x)

    Mobile CRM provides real-time access to your CRM data through an intuitive and user-friendly app that you can use on both your smartphone and your tablet.

    01.08.2024 mode_comment 17
  • Samuel Holmström Set yourself for success

    Learn how to create a Help Center user, post a great question, share a solution to a problem, and find an answer to your question.

    12.20.2023 mode_comment 14
  • Frode Berntsen Request types

    Enhance your customer service experience with Request Types. This tool offers the adaptability and control modern customer service requires, enhancing individual workflows, and offering a more tailored user experience.

    02.07.2024 mode_comment 2