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The 7 most popular features added to Mobile CRM in the last 12 months

Did you know that your smartphone, with all its apps, is now more powerful than your PC? That’s why people use them so much both in their private and business life. When it comes to business, gone are the days when people needed to be physically present next to their computer to use software solutions, enter and check data, and act. Nowadays, we do business on the go or from home. And nothing should restrict our access to key productivity tools, such as a CRM solution. No surprise, our Mobile CRM app is very popular among our customers. This is how Mobile CRM app can make your work more efficient: It helps you give structure to your busy schedule. It reminds you of important tasks and follow-ups. It helps you quickly find the customer information you’re looking for. It tells you who’s calling you. It gives you access to CRM information at any time and from anywhere (even when you have restricted access to wi-fi). At SuperOffice, we constantly improve our Mobile CRM app, by adding new features (almost) every month. So, if you haven’t used the app in a while, there’s a good chance you missed some of the new features that we’ve added. And if you are planning to download the app, you will be pleasantly surprised how many things you can now do with the help of Mobile CRM. In this article, we’d like to present to you the 7 most popular features we’ve added to the Mobile CRM app in the last 12 months. 7 features recently introduced in Mobile CRM Here’s our top 7 of the most popular new features. 1. Caller ID With Caller ID you will immediately know who’s calling you. When you know which company the caller works for, you can respond properly. This is a small, but important feature that will help you improve the customer experience that you give your customers. If you need some help with the settings on your phone, check our FAQ How do I start using Caller ID for Mobile CRM?   2. Request management Improving customer satisfaction is at the top of almost every company’s to-do list. Being able to respond to customer requests at any time and from anywhere, just using your smartphone will help you lower response times. And customers always value fast response times. 😊 Mobile CRM is now equipped with several features that improve customer service and reduce the response time when handling requests on your phone: When you edit a request message on your phone, you get a notification that asks you to confirm the change so that you don't accidentally send before you are ready. If you’re a request owner, you get the “Automatically assign” option. FAQs and Reply templates can be inserted into the request. Request notifications will warn you when the customer has responded, or changes have been made to your request. You can add several images at the same time into a request. Note: Request management for Mobile CRM is also available for you if you have SuperOffice CRM installed on your own premises. 3. SuperOffice 10 Dashboards To meet your key performance metrics, you need to regularly check your current status. The best way to do it is via Dashboards . You can now view all your dashboards, including the new dashboards that are available in SuperOffice 10, straight on your phone. This way you’ll stay up to date with all the KPIs that are important for your daily work. No matter where you are, instant access to status reports to see how you or your team is doing means you can easily control what’s happening. And it also feels just great to see how a report changes in front of your eyes, after you’ve updated a sale, an activity or any other type of criterion that you measure. 😊 4. Join video meetings When you’re on the go or working remotely, you still need to attend meetings. When you’re in the car (standing still, of course) or on a train, you can now join video meetings right from your phone. Note: Video meetings is a feature available for those using SuperOffice CRM in the cloud.   5. The stop sign For many years, a favorite feature for SuperOffice CRM users has been the stop sign 🛑 that appears on certain screens. It is a warning that immediately grabs your attention, and it can be used to alert the user about many things. Now you can see the stop sign in your Mobile CRM app, too! When you see the stop sign on a Company card in your Mobile CRM, you’ll know that you must stop and check out what’s going on. For example, this customer might have payment issues, might be in the process of cancelling, or there’s another issue you should be aware of. Whatever it is, the stop sign now available in the Mobile CRM app will give you a warning instantly, so you can act accordingly! 6. New user interface languages At the beginning of 2022, we added 5 additional languages to support our user interface on the Mobile CRM app ensuring that more colleagues can access the app in the language they prefer to use. Hân hạnh! (This is Vietnamese for “you’re welcome”). The five new languages are: Chinese (simplified) Vietnamese Korean Portuguese (Brazilian) German (Switzerland) with correct number and date formats 7. CRMScript and triggers Companies invest in workflow automation for different reasons: to save time, to increase productivity, to improve data quality, to provide consistent customer experience – these are just a few examples. 😊 We know that every company works differently. That’s why you can customize what to automate and when it should happen. And there are many tools, apps and other capabilities that help you automate and customize your solution the way you need. Some of these capabilities are made available when you subscribe to the add-on Development Tools , such as CRMScript and triggers: CRMScript is an embedded scripting language that you can use to create different automations and workflows to fit the way your business works.  Triggers are based on the CRMScript and are pre-defined triggers and events that allow you to set up “if this, then that” automations in SuperOffice CRM. For example, you may want to get an automatic update of information or to create a new activity automatically when something specific occurs, like a sale set as “sold” or an activity set as “completed”. Triggers can execute a CRMScript or a macro which are maintained and created in the main SuperOffice CRM client. When we introduced Requests into Mobile CRM, we already supported triggers in these categories: Service: new request Service: request changed This has now been expanded to include all CRM triggers available in SuperOffice CRM (before and after Save event triggers) for the entities available in Mobile CRM, such as: Diary, Company/Contact, Sale, Project. With all these trigger events now supported in Mobile CRM you can be sure that whatever your script is meant to do, e.g., validate data, automate tasks or workflows, it will do it. It doesn't matter if you activate a script from your Mobile CRM app or by working in SuperOffice CRM on your computer. If the trigger is activated, the script will run! In other words, the expanded trigger feature in Mobile CRM makes this capability even more flexible than before. If you need help setting up your company’s own automations, just get in touch with your contact at SuperOffice. How to download the app If you want to get started with any of these features, but haven’t downloaded the Mobile CRM app yet, you can go to SuperOffice Mobile CRM in the SuperOffice App Store and find links to Apple App Store and Google Play to install it. Or just go directly either and search for SuperOffice Mobile CRM . You can log in using your SuperOffice CRM credentials. To help you get started with the app we’ve created this quick start guide for Mobile CRM . And if you’d like some more information, there’s plenty of resources available on our user guide section for Mobile CRM in the Community. Get early access to new features and help us improve Mobile CRM These were only 7 of many small and large improvements that our team regularly adds to Mobile CRM app. If you want to try out the new functionality and at the same time help us improve our app, you can do so by joining our Beta program that runs for a week prior to every release. How to sign up for the SuperOffice Mobile CRM beta-program   

11/09/2022

Compare pipeline reports against sales targets

New tools coming your way will help you compare your forecast with your sales targets, migrate SuperOffice documents into SharePoint, and customize SuperOffice screens to fit different needs.

10/18/2022

Measure marketing performance

This time in SuperOffice Product news: new measuring and performance-tracking capabilities for your marketing activities, ability to approve quotes straight on your mobile device, and a more advanced search functionality in your Mobile CRM app.

08/30/2022

Important changes for version 8 and earlier versions of SuperOffice CRM

​Important changes are coming to SuperOffice CRM version 8 and earlier versions in January 2024, and we recommend companies on these versions to take action.

08/18/2022

SuperOffice My Favourite Feature - Service

Keeping your customers happy and delivering on your promises is key to growing your business. With SuperOffice Service you can provide your support teams with a panoramic view of your customers, lower response times and streamline your support workflows. This helps your teams spend more time on what matters most – delivering service that exceeds your customers’ expectations. During this short video you will see SuperOffice Service in action and see the great value this feature can offer any business. ____________________ 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/!

07/21/2022

Latest forum posts

  • Hi,   each time, if we create new sales in SO Cloud, the last time visted Project will be automatically associated.   We have most Sales without Projects. How could we create new Sales without Project? I've checked Preferences and find no Setting for this.   Thanks for helps.  

    11-23-2022
  • Hello friends! A client has the following issue: There is a job that won't finish related to publishing new user defined fields for the contact card (more specifically, the deletion of these fields). The job can't be cancelled, at least not exactly. Under licenses->System Notifications, a notification event stating publishstartcontact is present. It's been there for a month, and it blocks all changes for user defined fields. The manual (see screenshots) is pretty clear about cancelling user defined field events (you shouldn't), although this event has a different event type.   SO! Here's the 1,000,000$ question; the manual says to not cancel the task, and it hasn't completed after a month, so what do we do?

    11-23-2022
  • When i add a new company in SO, its assigns a generic Company ID. I want to add this ID in More TAB (Superoffice 10.1.6 Onsite). I can see this id in full text search, but i cannot found any option to add in Company Dashboard.

    11-22-2022
  • Incident Report for Pilot feature 'Configurable screens: Sales card and Project card' We have discovered an issue in our Pilot feature 'Configurable screens: Sales card and Project card'. We are not sure you are affected - but  we would like you to do a check if you are. Issue: A sale can be connected to a person not belonging to the company the sale is connected to. Ie. 'Sale 1' is connected to 'Company ABC', and person 'John', where person 'John' does not work at 'Company ABC'. This issue has occurred in a few situations where a sale was changed by a user briefly after looking on another sale card - and not updating the 'current person' correctly. What do you need to do? Go through all sales updated after you go the pilot-feature enabled by creating a selection, and see if the person set on the sale is the wrong person (person does not belong to the company set). We are very sorry for the inconvenience! Reach out to pilot@superoffice.com if you need assistance or have any questions related to this. When will the Fix be rolled out? We will update CRM Online with this fix on Thursday 18.11.2022 at 22:00 pm. (GMT +1) This fix will prevent saving sales with wrong person on sale card, but will not update or try to fix already wrongly set persons on sale cards. How to manually check your sales- and update if needed: Find all sales recently changed Save result as a selection Go through selection update person set on the sale - if wrong if "contact" does not belong to "company" click update and set correct person Add our contact column for company and for contact in the selection If they are not the same, that is one indicator of sales you need to correct. What is the SuperOffice Pilot Program? Join our pilot programs and get early access to the latest version of our software and the newest features. Your feedback helps us identify issues, fix them and make the software even better. The pilot program is where we give CRM Online customers access to our new features before it is released to everyone. A pilot version has, of course, already been tested by our professional test and quality engineers, whose job it is to test everything we produce. However, lab testing can only take us so far.  By testing new versions in real-life situations and together with your own processes, we can find out whether the new features work the way they are intended to. Pilot testing in many different environments and different setups help us to further reveal the things that need fixing before the software hits the market. Read more about  What is a pilot program? 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/forums/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 pilot feature send en email to pilot@superoffice.com

    11-21-2022
  • Thank you for your replies.   I don't understand the reason for the issue we have had experienced. The issue appeared when I joined the Pilot program for Screen designer for Sale & Project Main cards around a week ago. FYI, we are using a number of Dashboard diagrams, some summing the amount and some summing the weighted amount.     I solved our issue by forcing all Sale amounts to be defined with the currency USD. My current settings in the Admin tool / Preferences / System:  Enable use of Currency: Own Currency: The only difference is that USD now is displayed after the amount (which all users already know).   Best regards, Mikael

    11-18-2022

Actieve Forums

  • Frode Berntsen Configurable screens: Sales card and Project card

    With Configurable screens: Sales card and Project card, users can customize and configure the web client to have more options and better fill their specific needs. This will make the users more effective in their daily work.

    11-21-2022 mode_comment 21
  • Tony Poole Sales Target Unlimited

    Expand the feature of Sales Target to include more functionality such as enabling users to add targets to more than only total sales amount.

    11-04-2022 mode_comment 5
  • Frode Berntsen SuperOffice WebTools for Mac

    SuperOffice WebTools for Mac is a set of productivity tools for computers running Mac OS X (NOT iOS). This includes Document management integration against SuperOffice Web and Sync against Mac OS X Calendar and Contact

    11-07-2022 mode_comment 4