SuperOffice Service administration

In this article

    Welcome to this setup guide for SuperOffice Service. You will learn a simple way to setup Service so it supports your way of doing help desk. The goal is to enable your company to service your customers better and faster than before.

    The top reasons why companies lose customers and continued business are bad customer service and communication. Without a good help desk system, incoming customer inquiries like emails, phone conversations and social media messages are difficult to track. Resolution time gets unnecessarily prolonged. Inadequate tools make it difficult for your company to do a good job in keeping your customers happy.

    Get inspired and see how Service can help you deliver superior help desk

    Product video of SuperOffice Service 

    Does your version of SuperOffice CRM look different from this video? That's because this video shows SuperOffice CRM in version 8. But don't worry - all the steps shown in this video are exactly the same in SuperOffice CRM version 9.

    Preparations before setting up Service

    Before you set up Service, we strongly recommend you to determine a strategy with Service. Basically, you need to understand your management's goals with Service. It's like having a design before constructing. Follow the minimum recommended steps mentioned earlier under Setup and Maintenance. Remember to import all your contacts too. These preparations will ensure that your company will achieve good results. 

    Service can be customized to support advanced processes. At this stage, we recommend you to keep things simple. Simplicity will make it easier for you and your users (service agents) to get onboard the new help desk system.

    Get started

    This setup guide for Service consists of 3 steps. Each one with a set of How to do’s. We recommend you to start in this order 

    1. Get all customer inquiries into Service
    2. Assign requests to the right service agent
    3. Work smarter

    Professional help

    If you should get stuck with the implementing Service, or you just realized that you don’t have the time for it, please let our consultants help you. They are certified in SuperOffice Implementation Method (SIM) which has been developed over the last 25 years with thousands of successful implementations. Our consultants can help you to:

    • Get faster return on your CRM investment
    • Achieve high user adoption
    • Achieve CRM success the way you envisioned it