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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/!
12/18/2023Byggefakta 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 ____________________
11/30/2023Panels 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 ____________________
11/30/2023App 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.
11/14/2023Webcast: 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/!
11/01/2023Latest forum posts
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Christian MogensenStaff
We are using a simplie markdown processor - so it does not support scripting tags and the like.
21 h, 38 m ago | 10:55 AM -
Frode BerntsenStaff
Our AI Lab initiative is to bring AI-enabled features to SuperOffice, offering users Generative AI features across our product portfolio. AI Lab is our concept where we together with our customers will try out and explore AI-enabled features in SuperOffice CRM. The features are in three different areas: Getting general information that is available for the AI-service, to get insights Create text as a start that can be refined and used in daily work, to be faster Summary of a request to get a fast overview, to work smarter First out is 'SuperOffice Copilot' - your assistant and help during the workday. SuperOffice Copilot include: A chat window inside the SuperOffice side panel where you can access ready-made questions directly related to the main screen you are on (for example the Company, Sale, or Request screen). You also get the opportunity to ask Copilot about anything as it makes a version of ChatGPT available to you. Read more about the features and how to sign up for 'AI Lab: SuperOffice Copilot' in out Pilot section Read more on how to use it on docs: https://docs.superoffice.com/en/ai/copilot/index.html Who can join Customers who want to sign up need to: ✔️Use SuperOffice CRM Online ✔️ Accept the TERMS FOR SUPEROFFICE AI LAB Please note that some of the AI-enabled features may only be available if you also use the latest versions of SuperOffice, such as the latest version of SuperOffice Service, or even are a pilot customer of specific features like the new Follow-up dialog for example. How to join To join the pilot: 1️⃣ Accept the terms for SuperOffice AI Lab ( Fill in the form) 2️⃣ Sign up to the AI Lab pilot program ( Fill in the form ) This pilot program is handled centrally by the R&D Services team. What's in it for you? By being a part of the AI Lab, you will get access to SuperOffice Copilot try out the latest AI-enabled features from SuperOffice, and experience firsthand how AI may benefit your company.
14 Mar 2024 | 01:56 PM -
Hi Frode, thanks for your reply. I have found with HTMLEncode Function that the " " here stay. Why, I don't but i have fixed him. Thanks
14 Mar 2024 | 09:16 AM -
Hi there, Some companies/contacts/sales etc will fall under multiple SAINT categories. When visualising this, it will display the highest priority image on the company card. I think it would be great to expand SAINT visualisation possibilities with Screen Designer - by making a SAINT Image Visual element. From here you could select which SAINT image appears, and maybe you could draw out with a square tool where you want the image to apply, or be able to move it freely The idea being that you could have a SAINT image in the centre as well as one smaller one next to the company name, etc..
12 Mar 2024 | 01:54 PM -
Since a few days some users cannot use PocketCRM. They see the error described in the heading. It looks, that all users have this issue, where PocketCRM was updated a few days ago. Users with the older version still can work. With safari all users can reach remote/services88/pocket.svc and they can use SuperOffice WEB We are on WEB Version 10.1.6 on site. We tried the typical things like reinstalling the app and entering the url for connection. In the log on the server there is nothing about PocketCRM / Mobile CRM. Sp I guess that the message is exact what happened. It must be something with the VPN - that was not changed in the last weeks. What can be the reason for this?
6 Mar 2024 | 09:18 AM -
Samuel HolmströmStaff
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 -
David HollegienPartner
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 -
Filip WitzellPartner
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 -
Markus TannerStaff
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
Active forums
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Setting up and administrating Service
Let's talk about setting up and administrating request management and knowledge base in SuperOffice Service.
02/20/2024 146 -
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 139 -
FR
Service managementLet's talk about request / ticket management, automation and knowledge base management in SuperOffice Service.
03/14/2024 131 -
AG
Settings and maintenanceLet's talk about preferences, lists, labels, SAINT, data import and other CRM administration topics.
03/12/2024 98 -
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 49 -
New Follow-up
New Follow-up
02/26/2024 46 -
Users and user right management
Let's talk about user setup, data access and functional rights management.
01/09/2024 38 -
CK
Mobile CRMLet's talk about using SuperOffice CRM on mobile devices.
03/06/2024 28 -
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 17 -
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 17 -
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 14 -
AI Lab
AI Lab
03/18/2024 3 -
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 2