Im using SuperOffice with a Keyforce integration. I’d like to create a selection based on what our customers have purchased (turnover) this year – but using data from our ERP system, which is synced to SuperOffice via Keyforce.
Is this possible? Or do I need to go into each individual company card to view this information under the Keyforce “Sales Figures” tab?
We’re really hoping to be able to combine ERP sales data with selections in SuperOffice – is there any way to achieve this?
P.S. We are not using the sales funnel in SuperOffice, so all turnover data only exists in the ERP system.