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Introducing new in-app learning content

Get a short introduction to the in-app learning and help content available within SuperOffice CRM online. ____________________ 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/!

08/29/2023

Customer Success Story: Our use of the feedback loop service

In this video, we share our own experience of using the feedback loop service available with SuperOffice CRM. Listen to Stein Ove Sektnan, head of our Customer Experience Centre in Vilnius, explain how using a feedback solution enabled his team to focus on the right things to improve their services and customer satisfaction scores. He also shares some valuable tips he has learned on the way. ____________________ 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/!

08/29/2023

How SuperOffice CRM has evolved with the changing times

As the world changes, your needs for a CRM solution change too. Hear Gisle Jentoft, CEO of SuperOffice, explain some of the ways SuperOffice CRM has developed over these last few years. All to help our customers continue to grow and achieve business success. ____________________ 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/!

08/29/2023

Product Roundup June 2023 | More features in the new Service solution

This time around the Product roundup includes the following: -New SuperOffice Service – available on request and packed with new features -Drill-down dashboards – now available in Mobile CRM -Coming soon: the new in-app learning content -Coming soon: the improved notification panel Learn about the latest updates in our summary article: https://community.superoffice.com/en/product-releases/whats-new/product/product-roundup-june-2023/ Take a look at the recently added Apps in the App roundup: https://youtu.be/ygtGUi4NBF0 ____________________ 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/!

07/06/2023

App Roundup June 2023 | Gamification, ERP quote sync & Sales intelligence

Introducing our latest App Roundup! Join us as we explore three new apps that have been added to the SuperOffice App Store, expanding the functionality of SuperOffice CRM. In this video, we'll present: 1. Plecto: Discover how Plecto can enhance your productivity and reporting capabilities with real-time KPI visualization, gamification, and coaching tools. 2. Multicase Quote: Learn how Multicase Quote automates the quoting process, saving you time and improving efficiency. 3. Goava Discover: Get insights on how to unlock powerful data about your existing customers and discover new prospects with this all-in-one Sales Intelligence platform. Explore these exciting new additions and uncover the range of standard apps, integrations, and modules available for the cloud version of SuperOffice CRM. Visit the App Store: https://appstore.superoffice.com/ ____________________ 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/!

07/04/2023

Latest forum posts

  • Hi Cathrine In Mobile CRM we use the build voice to text-feature in the mobile phones. In iPhone it is Siri that "translate" voice into text.  Not SuperOffice. I guess that if the same feature is wanted in our web application, you must explore if similar features exists in web browsers, and if so use that browser when adding descriptions in SuperOffice.

    26 Sep 2023 | 01:54 PM
  • Hi, Katrine! We don't have a function for creating a selection based on an Excel file like this. One way to handle this is to create an interest, for example, 'import sep, 2023,' and add this interest in an import file. Then, update this interest on all the companies with the help of the import. Afterwards, search for all the companies that have this interest. It's a bit of a cumbersome step, but it's the best method I can think of. Just make sure that you only have the company name and the new interest in the import file so that no other information is overwritten and no new company is created.

    18 Sep 2023 | 10:10 AM
  • We are happy to announce 'New Notifications' is planned released to CRM Online soon This will conclude the pilot program for 'New Notifications' and the pilot program will end on September 19, 2023: see Release details for CRM Online 10.2.8 - 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. We are happy and grateful for your participation in the program  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 .

    12 Sep 2023 | 11:58 AM
  • Release Of 'SharePoint Documents Migration' postponed We have decides to extend the pilot period for 'SharePoint Documents Migration' a few more weeks, and we have released a new pilot version of our SharePoint Documents Migration - version 3.3 The plan is to release 'SharePoint Documents Migration' with CRM Online 10.2.8 from 19 September 2023 - 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.

    7 Sep 2023 | 08:06 AM
  • Issue identified: Some SuperOffice Administrators who try to migrate documents from SuperOffice to SharePoin have encountered a SystemUserToken-validation failure towards Microsoft SharePoint when using the pilot of SharePoint Documents Migration. We have investigated the issue and found a fix for it. We will deploy the fix as soon as possible. User experience: SuperOffice Administrators who try to migrate documents from SuperOffice to SharePoint may see that no documents are migrated when the migration job runs. The migration job logs the error “The orchestrator function ‘DocumentsMigrationOrchestration’ failed: The activity function ‘LoadSystemUserCredentialsActivity’ failed” in the error log. Fix details: We have a fix ready to be deployed. We will update you with more details on when the fix will be rolled out. What do you need to do? If you encounter the issue, you can try to start a new migration job or wait for the fix to be rolled out. Please contact pilot@superoffice.com if you need assistance or have any questions related to this.

    4 Sep 2023 | 10:19 AM
  • Hi Olga, If you want to store the e-mail you send stored with every contact, that you should use the Marketing module for sending the e-mail. It is not possible (unless you want to do it manually) to store the e-mail with every contact when sending through Outlook.

    4 Sep 2023 | 07:25 AM
  • Hei Henrik. Ja det kan du gjøre. Her ser du et enkelt oppsett på en Layout som fungerer...

    31 Aug 2023 | 07:33 AM
  • Hi, Close the webtools application, Go to '%appdata%\SuperOffice\TrayApp' in the Windows Explorer and delete the site file. Start webtools again after.

    29 Aug 2023 | 10:26 AM
  • Hi, We have one form in the CRM and i want to gibe as querystring a value to my form. It's possible to integred this querystring value in to my form. Whenn yes, could you be make me a sample how to make this. Thanks

    24 Aug 2023 | 02:12 PM
  • Hi! We want to get the url to a document stored in SharePoint with v2 integration. Where can we get the full link to the document? I know the link to the site, but struggle to get the rest.  Please adwize. Anne Lene

    21 Aug 2023 | 08:02 AM
  • When enabling New Service/Request Management - the old Invoice Pane' is gone.

    14 Aug 2023 | 09:24 AM

Active forums

  • FR

    Sales management

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

    07/06/2023 mode_comment 38
  • Frode Berntsen 🔒 CLOSED! - SharePoint Documents Migration

    Move documents from CRM Online storage to to your SharePoint document library. This pilot program is only available for customer already have set up and use  SuperOffice SharePoint Documents 2.x

    09/07/2023 mode_comment 10
  • Frode Berntsen 🔒 CLOSED! - New Notifications

    SuperOffice Notifications remade: New Notifications for appointment-invitation and new notifications for request & messages

    09/12/2023 mode_comment 3