
SuperOffice CRM is a system that easily gathers, records and retrieves information about your customers, and at the same time, provides a valuable insight into your customers buying patterns. One of the key benefits of SuperOffice is that it provides the sales director with the confidence that when a sales rep leaves the company, gets sick or goes on holiday, the director can be assured that the information stays within the company, easily picking up where the sales rep left off. All quotes, invoices, emails and notes are recorded on the customers profile, and this information is always readily and easily retrievable, as SuperOffice is integrated with Microsoft Outlook and all types of accounting software, including Sage, SAP and Exchequer. The marketing department rely on the information that is gleamed from customers, and SuperOffice allows marketing activities to be carried out, with minimal time delays. The pipeline function within SuperOffice allows for sales activities to be reviewed and analysed for each member of the sales team, allowing the sales director to monitor sales and in some cases, provide help and advice where needed.
EasyScan (the CDSoft Scanning Module for SuperOffice)
Currently, scanning documents into SuperOffice tends to be a manual, timeconsuming process that can lead to errors. In the past, to scan paper documents you first had to use the office scanner, and then drag each and every document from the scanning folder to the correct contact. Now however, with EasyScan, the CDSoft Scanning Module for
SuperOffice, you can quickly and easily scan paper documents directly into SuperOffice, from a network or local scanner. The add-on enables you to easily reference each scanned file so that it can be recovered quickly, at a later date using the Superoffice “Find” or “Freetext Search” functionality.
Track your sales and monitor your pipeline. Better manage your customers with SuperOffice CRM. Call CDSoft today for more information on 01 5057800
If a sales rep in your company suddenly left, could you automatically pick up on where the rep left off?