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Set up SAINT

Updated on 20 Oct 2021

You can follow up on your customers proactively by using SAINT, which stands for Sales Intelligence. Learn how to set up SuperOffice SAINT in this guide.

SuperOffice SAINT can be used in many ways and for many different processes. Before successfully implementing the SAINT feature it is important to know what you wish to improve and how you can analyse this.

Once you know what you want to improve, try to think of the action your company can take to improve on the existing situation. What action will you take?

  • Send out a group mailing using SuperOffice Mailings
  • Call all customers in the SAINT selection
  • Follow up on all requests

Learn how to set up SuperOffice SAINT

As an administrator, you can set up SuperOffice SAINT in the Settings and maintenance section.

 

First of all, log into SuperOffice CRM, go to the Main menu in the top-right corner and open Settings and maintenance, click on SAINT in the navigator. There you can set up your Sales Intelligence and status monitors.

To continue the SAINT setup, please follow the steps below:

  1. Why should you create a status monitor? 
    You want to monitor companies that you have very few activities with, to avoid unhappy customers and churn. With this status monitor, you easily see all the customers who need attention.

    Create a status monitor by clicking the add button on the screenCreate a status monitor by clicking the add button on the screen
    • Create new status
  2. Why set up a default follow-up type? 
    When you come across a company (contact or project) with a status that requires your attention, you’d be able to click in the middle of the card and a new follow-up will open. This default follow-up could contain text that clearly states what you need to do with a company (contact or project) that has this specific status.
    • Select a default follow-up type for a status
  3. How to find a good image?
    Adding an image is a good idea as it draws attention and prompts you to take action, every time you come across a company (contact or project) that has this specific status. Use an image that symbolically illustrates the type of action you need to take.
    • Select an image for a status
  4. How to set the different criteria on the status?
    Spend some time to set up the correct status criteria, as you need to make sure that these criteria accurately filter the group of companies (contacts or projects) that you want to monitor.
    • Specify status criteria
  5. What are counters? 
    You can set up 3 different counters/periods, these counters are the number of days you want to count on activities, sales and requests. The different periods are set on what is important for you. For example, you want to be notified if some of your customers haven’t had any activities the last month (30 days), or if there are unsolved requests on the customers that are older than 30 days.

    Edit the counter settings in the Counters tabEdit the counter settings in the Counters tab
    • Specify a period length
  6. How to manage your status monitors? 
    When you set up multiple status monitors and different periods/counters, it’s important to have a regular check on them to make sure that the counters and statuses are regenerated and updated, and the criteria are correct on the different statuses.
    • Manage status monitors

Set up your SAINT selection

You can now go back to SuperOffice CRM and open a new dynamic selection to see all the contacts you have to follow up on.

Make sure to add your SAINT criteria. Click Add, then click next to the field and choose Company – Counters (SAINT). Find your SAINT status monitor. In our example, we will choose Neglected Customers and click OK. Refresh your selection and you will know exactly which customers need to be followed up on.

 

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