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Latest stories

My Favourite Feature - Webforms

During this month’s video you will see the Webforms take the centre stage. This great feature can help you to create professional looking web forms to start conversations and harvest more leads. Forms can be used in a wide variety of areas, such as order forms, sign-up to events, gathering customer feedback or the more typical contact us form. This video will show you how easy it is to create a Webform and make this active for prospects and customers.

05/19/2022

Product roundup - Caller ID

This month's product update includes a new feature for identifying who’s calling, a new way to present address details on company cards, and how to automate manual processes using a script and a button on the company card.

05/12/2022

How to improve your experience from bid to post-sale in the building and construction industry

Imagine working and collaborating more efficiently with: Customers Subcontractors Partners Suppliers Building trusted, long-term relationships leads to better, smoother building projects. Optimizing your Customer Experience will help create life-long customers. SuperOffice Sales, Marketing and Service are designed to help you communicate with the right person at the right time. We work with more than 400 customers in the building and construction industry. Turning their relationships into revenue.

05/10/2022

Create a leaner organization and optimize business processes in the manufacturing industry

SuperOffice Sales, Marketing and Service are designed to help manage your supply chain and customer engagement. SuperOffice CRM is a CRM solution designed to link production, packaging and shipping. To improve you end to end customer journey. Create a leaner organization and optimize business processes. Access and share all information acrosee sales and technical teams on any device.

05/10/2022

SuperOffice Service helps your team deliver customer service that EXCEEDS customers’ expectations.

With SuperOffice Service you get the tools that help you: Handle all incoming queries in one place, so nothing gets lost Categorize, prioritize, assign, and process service requests faster Use reply templates, autoreplies and FAQs to decrease ticket handling times Automate processes to save time and free up agents to handle more complex questions Use Artificial Intelligence to reduce the pressure on support team Build an online Knowledge Base and offer 24/7 self-help support And simply – exceed your customers' expectations SuperOffice Service not only helps you deliver quality customer support, but also create experiences that impress, and build relationships that last.

05/10/2022

Latest forum posts

  • Kasper Rosenlund

    I looked at the new Custom Archives. Looks great so far. But I can't figure out how I choose a sale in this situation. Here I've added a sale-relation extrafield (Sale relation) on a request, and trying to use this to only show request linked to the salescard you're under. It doesn't look like I can choose anything in the field to the right.  I've tried with salename, saleId, variable '{sale_id}', variable '{sale_name} but nothing works so far.  If it works with link to extrafields, I think this can solve a lot of custom solutions at our customers, where we need to show tickets under project or sale :).

    Kasper Rosenlund 05.24.2022
  • Frode Berntsen

    What is Configurable Archives? Create custom archives of SuperOffice entities on main cards: * Add new archives with standard SO content​: * Apply additional filters to show a subset of standard SO content in the archive * Example: Document archive with contracts only * Example: Contact archive with engaged contacts only * Different layouts for different user groups​ * Decide which archives to include for a user group​ * Example: Hide Quote for users not using it Who can join the pilot program? We are interested in hearing from customers who use: CRM Online Sale Targets are only available in the Sales Premium subscription Sign Up You can  sign up now !. This pilot program will be handled centrally by the R&D Services team  How can you give feedback? 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 RnD resources. The pilot forum is only available to you when you have joined our 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.

    Frode Berntsen 05.24.2022
  • Frode Berntsen

    What is Configurable Archives? Create custom archives of SuperOffice entities on main cards: * Add new archives with standard SO content​: * Apply additional filters to show a subset of standard SO content in the archive * Example: Document archive with contracts only * Example: Contact archive with engaged contacts only * Different layouts for different user groups​ * Decide which archives to include for a user group​ * Example: Hide Quote for users not using it Who can join the pilot program? Requirements to use: * CRM Online v. 10.1.3 * License: Development Tools

    Frode Berntsen 05.24.2022
  • JV

    Hey There, please excuse the upcoming wrong terminology, I'm using SuperOffice in German so I don't know the correct english terms... I transferred the "Not deliverable" list, provided after an Email kampagne, to a selection, so I could see the responsible sales rep. of the addressees who couldn't be reached. (hope this makes sense) The "not deliverable" list in the campaign consists of 51 entries. The selection created out of that list contains only 34 entries (respectively 38, I tried it a couple of times and got different results). This is kinda annoying as I can't detect whats the problem. Tipps would be highly appreciated.

    Janka Vazquez 05.24.2022
  • Tony Yates

    Looking at the support case, it appears the customizations responsible for creating certain documents was not setting the documents extref property. This caused these documents to become marked for softdelete and thereby unavailable after a few days. When set correctly, documents remain available and open as normal. Best regards.

    Tony Yates 05.23.2022

Aktive forum

  • Tony Yates 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.

    05.23.2022 mode_comment 93
  • Frode Berntsen SharePoint Documents

    Open, edit and store documents in Office365 SharePoint directly from SuperOffice.

    05.18.2022 mode_comment 47
  • Frode Berntsen SuperOffice AI

    SuperOffice AI is an umbrella of specific AI Services that we integrate across our CRM Online product line. We will use public available AI services, like Microsoft cognitive services to process our CRM data and automate more of the manual processing our users spend time on today.

    04.27.2022 mode_comment 35
  • Frode Berntsen SuperOffice for Outlook

    With the SuperOffice for Outlook add-in, you can save contacts and archive e-mails from your e-mail client. SuperOffice for Outlook provides access to your CRM data presented in an intuitive and user-friendly add-in in your e-mail client, - a “zero footprint” add-in for all Outlook apps (Web, Win, Mac or mobile)

    05.04.2022 mode_comment 6
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