Top 5 Apps in the SuperOffice App Store

Logos of top 5 SuperOffice apps

Whether your company is just getting started with SuperOffice or has been using SuperOffice for many years, make sure you regularly visit SuperOffice App Store.

SuperOffice App Store offers apps that integrate with your CRM, helping you do more with less effort.

You’ll be surprised how many apps are readily available. Whatever kind of trick, tool or shortcut your business might need, there’s probably an app for it. Some apps can perform services you might not know were possible.

To help you find the right apps, SuperOffice App Store is organized into 4 categories, including: 1. Integrate and automate 2. Work smarter and faster 3. Power up your marketing 4. Boost your sales 5. Analyze and gain insights.

Understanding the differences between apps can be difficult. At first glance, some apps appear to do the same things.

Here’s our suggestion for the top FREE apps that make life easier and our pick for the top five apps that support your business performance and digital transformation.

4 free “must-have” apps to quickly support your day-to-day operations

There are four free apps everyone should get to know. Why? Because, not only are they free, they are fundamental to making CRM users happier and more productive. They can boost CRM adoption rates and provide all-round greater benefit for your business.

SuperOffice Pocket CRM: This app is SuperOffice for mobile devices. You and your team can book meetings, update your sales pipeline, open and read documents, check the status of projects, follow up on sales and manage your sales team – from their phone or tablet. With Pocket CRM, there’s no reason to wait until you are at your desk.

Microsoft 365 Integration: This app integrates the Microsoft 365 documents management function so that you can create, store and find your documents within SuperOffice, and enjoy the benefits of both services all in one place.

SuperOffice Gmail Link: If you use Google’s Gmail as your main email client, then use this app to link it to SuperOffice CRM Online. The app lets you save emails and contacts in SuperOffice and share them with your company.

Zapier: The Zapier integration app lets you connect SuperOffice to over 1500 other applications, and powers automated workflows between your everyday applications. Having apps work together on repetitive tasks through a simple “if this then that” logic reduces your task list and leaves more time to sharpen your expertise.

The top 5 apps for SuperOffice CRM

While there is a no clear-cut list of apps that are better than the others, there are some apps that have either a more universal appeal or a unique value-proposition. Other apps are particularly relevant for a company’s road to become more digital because they support key parts of the customer journey.

Let’s have a look:

Calendar synchronization

Synchronizer for SuperOffice by InfoBridge Software

The InfoBridge calendar synchronization app keeps appointments, tasks and contact information in sync between your Microsoft or Google applications and SuperOffice using a cloud-based calendar integration.

Whether your team is working at home, office or abroad, calendars are always in sync. Synchronizer for SuperOffice automatically syncs all contact details associated with your appointments to your mobile device. It also ensures that any corporate wide calendar is kept up to date with appointments made in your CRM solution.

Business intelligence

Business Analyze for SuperOffice by Business Analyze

Business Analyze is a business intelligence solution that helps leaders and their teams track performance (KPIs) and make data-driven decisions.

The app gathers CRM data and other company data into dashboards for easy analysis and automatic reporting. Instead of time-consuming spreadsheets, Business Analyze provides visual, automated reports about revenues, sales, budgets, forecasts, customer experience, orders, invoices and more.

Business Analyze helps managers implement strategies and keep teams focused and motivated. Insights from Business Analyze can be embedded into SuperOffice or streamed to TV screens.

ERP integration

Sync and Quote apps by Keyforce

Keyforce offers two-way synchronization between SuperOffice and 24 popular ERP systems. These synchronization apps keep data updated both places and make ERP data available in SuperOffice so users have access to customer records without having to look up information in a separate place.

Customer contacts, offers and orders can also be created in SuperOffice and automatically transferred to the ERP system.

The apps make both front and back office workflows run smoother and reduce the risk of error caused by manually transferring data.

Marketing automation

eMarketeer for SuperOffice by Emarketeer

eMarketeer is a cloud-based marketing automation system that helps marketers deliver and manage various types of marketing activities. You can, for example, design and send newsletters, send event invitations and perform event registrations, create surveys and evaluations and more.

eMarketeer’s has several integrations with SuperOffice enabling marketers to work smoothly with sales teams and vice-versa. It is ideal for the digital marketing professional who is looking for more advanced marketing tools without compromising the value of having all CRM information stored in one place.

Digital signature

GetAccept for SuperOffice by i-Centrum AB

GetAccept is a smart document tracking and e-signature tool. Users can track quotes and other sales documents, see how people engage with information and gather signatures. The signature supports several signing methods and is a legally binding agreement.

The app GetAccept for SuperOffice provides GetAccept’s features for better document handling directly in the SuperOffice CRM interface.

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That rounds up our list of favorite apps, but don’t forget there are many more great apps in the SuperOffice App Store.

With the right add-on to your CRM you will be able to:

  • scale your business
  • automate processes
  • gather intelligence and make more informed decisions
  • offer better customer service or self-service
  • link processes together so they run smoother without manual work

Visit online.superoffice.com/appstore for more information.

  • automate processes
  • gather intelligence and make more informed decisions
  • offer better customer service or self-service
  • link processes together so they run smoother without manual work

Visit online.superoffice.com/appstore for more information.

Photo of Lars Gjedde, CEO and owner of C.K. Environment

We use Business Analyze to optimise our business and maintain a healthy operation

Photo of Lars Gjedde, CEO and owner of C.K. Environment

C.K. Environments is a growing company that sells, services and advises customers in advanced measuring and analysis equipment.

C.K. Environment interacts on many levels with their customers and suppliers and manages a wide range of products.

Now C.K. Environment has reached a point where management is looking for more effective reporting systems that can extract data from Microsoft Dynamics and SuperOffice and present it in charts, graphs, tables and other graphical visualizations – in one single view.

 

Lars Gjedde, CEO and owner of C.K. Environment says:

– “We are expanding our business, and therefore our management, finance, sales and marketing departments need daily statuses on budgets, sales and ongoing projects in an easily accessible way.”

– “Right now, we use 2-3 different systems to get a comprehensive overview of our operations – that’s a waste of our time. We constantly seek ways to optimize our business – and we needed a quick way to see which buttons to press in order to maintain a healthy operation. This is possible with our new Business Analyze solution.

C.K. Environment’s plan is to place a screen in their cafeteria, where employees come every day. On the screen, Business Analyze will show data in graphs – so that all employees are always updated in company updates and goals.

Lars Gjedde: “We believe that openness and insight into company data and operations will give us more committed and more flexible employees.”

 

About C.K Environment
C.K. Environments sell, service and advice customers in advanced measuring and analysis equipment. The company is at the forefront of environmental technology and in developing new solutions that meet different requirements for measuring emissions.

Industry: Wholesaler of machinery and equipment
IT systems: Microsoft Dynamics AX, SuperOffice and Business Analyze

www.cke.dk

Business Analyze helps Norwegian Center for Information Security with ‘real-time’ solution for Security Monitoring and Intelligence

NorSIS is an independent organization and partner to the government, businesses and research facilities in the subject of cyber security.

Both businesses, organisations and private citizens can meet digital threats and safety risks on the internet. Because of this, it’s important for NorSIS to have, at every given time, an up-to-date view of threats and developments.

Business Analyze has helped NorSIS with development of Cybervarsel, an analytics and data visualisation solutions which gathers data in one place and presents incidents and statistics in real-time.

More information in Norwegian

“Løsningen gir oss en effektiv og visuell oversikt over situasjonsbilde, hvor en før måtte forholde seg til flere systemer og løsninger», sier Vidar Sandland.

Cybervarsel viser hvor mange sikkerhetssaker som er til behandling, utvikling og trender innen sikkerhet, samt hvilke hjelpemidler og veiledninger som blir brukt.

Data i løsningen kommer inn fra nettsteder som nettvett.no og slettmeg.no med Google Analytics og Live Agent som kilder, og gir løpende oppdateringer på digitale dashbord i Business Analyze.

Løsningen brukes nå internt hos NorSIS, og vil på sikt kunne tilbys norske virksomheter for å informere om trusler og trender.

Cybervarsel dashboard sammenstiler data og et “real time” oversiktsbilde på hendelser og statistikk i NorSIS.

 

 

How Kopinor is putting data to work for members

Kopinor licences the use of copyright protected works on behalf of authors and publishers. The organisation manages agreements and reimbursements between 22 members organisations including 5 publishers’ associations and 17 authors’ associations.

With effective use of data and business analytics, Kopinor is making processes run smoothly for its members.

Meet Tom…

Tom Karlsen is System Administrator at Kopinor.

In addition to managing and maintaining systems, he also looks for new ways to improve data quality and workflows. He wants to help colleagues effectively serve Kopinor members.

We asked him what he’s been working on and why business analytics is important to Kopinor.

Here’s what he said:

Millions of records captured in CRM and ERP systems

Data is the foundation for much of what we do.

Our ERP and CRM systems capture millions of values about copyright holders, licenses, agreements, collections, payments, rights, obligations, and other details.

These systems help us effectively manage agreements and reimbursements between 22 members organisations including 5 publishers’ associations and 17 authors’ associations. Last year, we distributed NOK 280 million to Norwegian and foreign rightsholders.

I’m part of the team that’s responsible for system optimisation and data management. We ‘re continually examining data capture and information flows and asking ourselves:

  • How can we make processes more effective?
  • What data and insights do we need in order to best serve our members?
  • How can we access information in the best way?

There’s a long list of projects we are currently working on.

Issues with system upgrades

We’ve made some significant changes during the past 6 months because we ran into issues when we upgraded software. This got to be a real headache.

We had 12 smaller components working together to input or exchange data with SuperOffice CRM and our ERP system. The set-up was too complex with too many moving pieces.

To solve this issue, we eliminated extra components and added input fields directly within SuperOffice. Then we looked for a clever way to extract data from our systems and organize it for different goals, roles or tasks.

We  chose Business Analyze and introduced it to users. Business Analyze extracts relevant data and sorts or filters it into lists and reports. The results are displayed on dashboards.

In some cases, we also embedded dashboard reports back into SuperOffice. What better way is there to access information and keep on top of things when you already use SuperOffice?

More efficient with business analytics

Business analytics help us work effectively. We distribute relevant insight to different parts of the organisation in seconds. Without analytics we couldn’t serve our members as quickly.

Our leaders use Business Analyze to monitor key targets and guide overall business management. We used to have 30% response rate when we sent members one specific type of mail request, for example, but we now we have 80%.

Our consultants use Business Analyze dashboards as part of their daily work. They see important information about member agreements and can answer questions fast,  without running long queries or searching through databases.

We have dashboards for:

  1. Control purposes – for example to ensure accurate reimbursement or invoicing according to agreement terms. We run queries directly to Visma ERP.
  2. Workflow efficiency – we use dynamic work lists so people know what stage a task is in and what is on their ‘to-do-list’
  3. Goal tracking – measure goals like how many mail responses we receive back (return rate)

 

This ‘self-service’ dashboard is set-up so users can quickly answer questions about members, processes and renumeration without having to login to different systems or understand how they work.

Business Analyze has made a big difference. We rely on it to tell us the status of almost anything! As long as we have the data, it tells us the answer.

 

About Kopinor
Kopinor licences the use of copyright protected works on behalf of authors and publishers.

Industry: Information Sector
IT Systems: SuperOffice CRM, Visma Business ERP, Emarketeer, Business Analyze
IT Partner: Ganske Enkelt

www.kopinor.no

Danfoss Semco optimizes processes with global ‘Sales Pipeline Project’

This article is based on the presentation held by Lars Sørensen, Management Consultant at BestAnswers ApS, at SuperOffice CRM Dagen 2018. Updated March 2019.

Lars Sørensen (pictured) is project leader for the ‘My Sales Pipeline’ project.

The project at-a-glance

Company: Danfoss Semco – part of the Danfoss Group, a family owned global company, with more than 24,000 employees worldwide.

Business: The sale, development, production and service of certified fixed fire-fighting systems under the brand SEM-SAFE®.

Project: Company-wide project ‘My Sales Pipeline’ to optimize sales revenues and processes

Involved: More than 20 people at headquarters and 4 regional offices.

Software tools: SuperOffice CRM, Navision ERP, Business Analyze

Lars Sørensen is project leader. He was involved in rolling out the project in Danfoss when he was Business Excellence Manager.  Now, the program, involving sales leaders, managers and sales support people worldwide, is also implemented at Danfoss Semco.

The project involves refining internal processes, optimizing use of SuperOffice CRM, and rolling out Business Analyze for analytics and sales reporting.

Better insight into sales

The ‘My Pipeline’ project is part of the broader company-wide strategy to optimize sales and customer experience. During fact-based coaching sessions, the pipeline and/or single opportunities are discussed in detail based on data from the CRM and ERP systems.

Better insight into the development of the sales pipeline – several quarters ahead- reduces the chances of unwanted surprises and enables the company to act pro-actively.

– Danfoss Semco is well aware of how important pipeline management is for steering the company, but having an accurate view of past and future pipeline developments is easier in theory than in practice. Sales teams have different needs and ways of working with CRM systems. Everything needs to be aligned.

– By defining this as a global project, sales optimization and customer experience stay in focus, even when – understandably – there are many other activities that require people’s time and effort.

Leaders have a dedicated forum to discuss what’s working and what isn’t on a high level.

Danfoss Semco uses Business Analyze to help them analyze data from their CRM system, improve reporting and monitor key metrics.

– Business Analyze has proved to be a good tool allowing upper management, sales, finance and production insight into future sales projects.

Lars describes four important aspects of the project:

#1 Measure KPIs

– We set sales targets and measure progress for all different units, segments, time periods, divisions etc.

– Individual and team targets are connected to the broader company goals. This builds a mutual understanding about the business and its culture, and the importance of each person.

– Sales performance, hit rates, sales cycles time and other metrics are visible on dashboards.

#2 Focus on pipeline quality

– If data isn’t accurate, a ‘full’ pipeline creates a false feeling of safety. We, therefore, look at issues such as: overdue opportunities, old opportunities without any activities or stage changes, and ‘stuck’ opportunities, in order to have a healthy, reliable forecast.

– We have a set of dashboard reports that address each of these topics. Each report ensures relevant opportunities are analyzed and either rejected or followed up.

# 3 Analyze opportunities from several views

– Managers have several views the pipeline, past developments and movements. The ‘change report’, shows, for example, opportunities that have changed stage, close date, value, probability to win etc.

– One example is the report showing all open opportunities, per stage and per month. This gives better control of sales several months ahead. In fact, it might be the most important report. Danfoss Semco can look into the forecast with good reliability at least 3 quarters ahead.

#4 Use dashboards actively in meetings

– The sales teams review reports from Business Analyze in their weekly sales meetings.

– We urge people to come up with ideas how to make things better and more efficient.

– We adjust and develop SuperOffice and Business Analyze as we go. Most of the changes are done in-house, so it’s not far from idea to implementation.

More unified approach to sales management

The overall result is a more unified approach to sales management. With better forecasting and opportunity management, it is easier to prioritize resources, manage pressure and be proactive.

The next step in this journey is to connect data between Navision ERP, SuperOffice and Business Analyze.

There are many ways to create a better end-to-end customer experience by connecting data together.

Analyzing customer data and turning it into customer value is continuing to be high priority for Danfoss Semco as they enter 2019.

Danfoss Semco can be reached at https://semsafe.danfoss.com/ and you can reach out to Lars at https://BestAnswers.info