Top 5 Apps in the SuperOffice App Store

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.

Get apps at SuperOffice AppStore

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.

***

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.

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    Slik måler og forbedrer du din salgsprosess

    Moderne salgsprosesser innen Business-to-Business (B2B) kan være svært komplekse og utfordrende. Kjøperne stiller stadig høyere krav og forventninger til en sømløs og optimalisert kjøpsopplevelse, og salgsteam jobber under et konstant press for å levere resultater.

    Dette gjør at det er vanskeligere enn noen gang tidligere å vite hvor du skal fokusere tid og ressurser for å oppnå best mulig resultat. Heldigvis kan du ofte finne løsningen på denne utfordringen gjemt bort i kundedataene dine – så lenge du vet hvor du skal lete.

    Spor prestasjoner og øk salget

    I et av sine seneste webinar, «KPI og nøkkeltall for salg», tok SuperOffice for seg noen av de vanligste utfordringene moderne salgsorganisasjoner møter på, og diskuterte hvordan man kan løse dem ved hjelp av deres «steg for steg»-guide for å spore prestasjoner og øke salget.

    Webinaret ga deltakerne svar på viktige spørsmål som:

    • Hva bør du måle?
    • Hvordan måler du disse parameterne?
    • Hvordan kan du evaluere fremgang og gjøre forbedringer?

    Med SuperOffice sin feilsikre formel kan store og små organisasjoner gi individuelle prestasjoner et løft, og bygge mer effektive salgsteam.

    Følg de 3 stegene i SuperOffice’s webinar:

    SE WEBINAR: «KPI OG NØKKELTALL FOR SALG»

    #1 Definer dine KPIer

    Salgsorganisasjoner måler KPIer for å finne ut hva de lykkes med, og hva de kan gjøre bedre. Klare og tydelige mål hjelper ansatte med å fokusere på de riktige aktivitetene, og dette vil gi utslag i form av bedre resultater.

    For å definere gode KPIer må du svare på spørsmålet «Hvilke parametere må vi styre etter for å lykkes?», og sammenligne de faktiske resultatene med dine forhåndsdefinerte måltall.

    I en typisk B2B-salgsorganisasjon er inntekter, budsjett og vekst som regel viktige, overordnede KPIer.

    For å definere KPIs, må man svare ‘Hva må vi styre etter og måle for å lykkes»

    Faktisk resultater stilles opp mot forhandsdefinert måltall. En rekke sekundære måltall vil også kunne påvirke din helhetlige KPI, som for eksempel:

    • Suksessrate
    • Gjennomsnittlig salgslengde
    • Gjennomsnittlig størrelse på avtaler
    • Gjennomsnittlig verdi på ordre

    Dersom du spør selgerne dine hvordan de tror tallene deres ser ut med tanke på disse målingene, og hvordan de presterer sammenlignet med gjennomsnittet, vil det trolig være et gap mellom hva de antar og de faktiske resultatene. Ved å gjøre dem oppmerksomme på dette gapet vil du også gjøre det enklere for dem å tette det.

    #2 Mål og forbedre aktivitetene som fører til suksess

    De beste salgsorganisasjonene deler opp salgsprosessen i segmenter, og måler de forskjellige aktivitetene som fører til salg.

    Når du måler og overvåker forholdet mellom aktiviteter og resultater er det enklere å veilede selgerne dine, slik at de gjør de rette prioriteringene når det kommer til tidsbruk. For mange kan det lønne seg å fokusere på én aktivitet av gangen, og sette daglige eller ukentlige aktivitetsmål.

    Det viktigste budskapet du bør formidle til dine ansatte er at høyere aktivitet fører til flere salg.

    Hvilke aktiviteter du bør fokusere på avhenger i stor grad av virksomheten din, forretningsmodellen din og målgruppen din. Det finnes ingen universell fasit, og prioriteringene er individuelle fra bedrift til bedrift.

    Her er noen aktiviteter du kan vurdere:

    • Antall salgsmøter med potensielle kunder
    • Antall telefonsamtaler med potensielle kunder
    • Antall gjennomførte presentasjoner
    • Antall eposter sendt til eksisterende kunder

    Sørg for at CRM-systemet ditt er riktig konfigurert, slik at du kan fange opp og analysere relevante og nødvendige aktivitetsdata. Dataanalyse vil hjelpe deg med å identifisere områder du kan forbedre, og fortelle deg hvilke deler av salgsprosessen som fungerer godt, hvilke deler som ikke fungerer og hvordan du bør gå frem for å forbedre organisasjonens resultater.

    #3 Gjør KPIene synlige – og bruk dem for å skape engasjement

    Alle liker å se resultatene av innsatsen de legger ned. Det å feire seiere, eller oppnåelse av mål og KPIer, er en viktig del av det å bygge en god lagånd – særlig i tøffe perioder.

    Dine KPIer bør til enhver tid være synlige på kontorets dashbord og TV-skjermer. Da får selgerne dine løpende oppdateringer, og har et bedre grunnlag for å delta i diskusjoner rundt salgsmøtene – om hva som fungerer, og hva som bør endres.

    Bonustips:

    Uansett hvilke KPIer og aktiviteter du velger å fokusere på er du avhengig av at menneskene, prosessene og programvaren jobber sammen og støtter hverandre på veien mot målet. Sørg for å implementere gode verktøy og den nødvendige teknologien for å nå dine KPIer, og gi salgsorganisasjonen tilgang til disse.

    CRM-systemet fra SuperOffice og Business Intelligence-verktøyet til Business Analyze er designet for å jobbe sammen for å gi ditt salgsteam de nødvendige verktøyene for å nå dine mål.

    Ønsker du mer informasjon om våre systemer og verktøy? Eller kanskje du vil delta på en KPI-workshop? Ta kontakt med oss på info@businessanalyze.com eller fyll ut kontaktskjemaet på våre nettsider.

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      How to hold effective meetings with Business Analyze

      As a Business Analyze customer, data is readily available at your fingertips. Data helps you answer questions, gain insight and make better decisions.

      Best of all you don’t have to use time gathering data for weekly meetings. Data is continuously updated and ready-to-use on dashboards.

      But don’t keep data to yourself!

      Share data directly from dashboards with meeting participants. Using data to support discussions is a good way to build trust and credibility. Data is power!

      If people have different opinions,  it’s easier to build agreement with fact-based information than subjective opinions.

      Meetings become more effective because you avoid pointless discussions and focus on what really matters.

      It’s well worth investing a few minutes to organize dashboards to be meeting-ready.

      These 4 tips will help you lead successful data-driven meetings.

      Set up dashboards to match agenda

      Before the meeting, check that dashboards are set up to support your agenda. Then check filters to ensure your audience sees the correct level of data – and can’t see any information that is sensitive.

      It should be easy to switch between levels of data for different types of meetings.

      E.g. Sales Directors with access to all data can switch between views for:

      • CEO/Management team (all data)
      • Department/team (by departments)
      • Partner/sales channel meetings (by partner)
      • Individual /one-to-one meetings (personal level)

      Communicate Clear KPIs

      Gather your most important  key performance indicators (KPIs) and metrics on one dashboard. This helps focus people’s attention on what you want to acheive during the meeting.

      Every participants has the same starting point for discussion.

      You should have one or two overarching performance indicators (KPIs).  Too many will be overwhelming.

      Each KPI should be clear and self-explanatory. This includes each element of the data visualisation. If people are struggling to understand what is shown on the dashboard, they won’t be listening to each other.

      As you review KPIS, keep the conversation positive and ask questions such as:

      • Why is the status the way it is?
      • What has helped or held you back?
      • What things could be better?

      Your data may hold the answers to these questions.

      If your KPI is ‘Growth in Sales Revenues’, for example, but you see the pipeline doesn’t have enough opportunities (pipeline refill report), you can discuss ways to fill it up.

      See example of KPIs and metrics

      Follow-up with actions

      Once you have reviewed data and agreed next steps, follow up each meeting with activity dashboards. Activity dashboards keep everyone focused on key activities between meetings.

      Let’s say you agree with your team on a new cross-selling opportunity. Your first goal is to book meetings within the next 6 weeks with all ‘A’ Customers that have purchased Product X.

      You create a new dashboard with the report ‘A- Target Meetings’ and the responsible seller. Because your team shares this dashboard, everyone knows who to target and who is responsible.

      As meetings are booked, dashboards are updated.

      At your next meeting, you discuss what is going well and what isn’t. Some people have probably put a lot of effort into booking meetings already. Their contribution is important and should be recognized.

      That’s the next step.

      Recognize achievements

      Every meeting should highlight some positive developments. Sharing successes builds team bonds.

      You recognize acheivements on dashboards or leaderboards.

      Continuing on the example above, you may add to the ‘A Customer Meeting’ dashboard a report of ‘New Meetings Booked This Week’.

      Every new booking is a new ‘win’. Everyone pulls together to acheive goals.

      If you are offering an incentive for good performance, add a picture of the reward or incentive to the dashboard.

      For more meeting tips, contact Ann, our Head of Customer Success at ann@businessanalyze.com

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        Viking Venture provides SaaS KPI dashboards to portfolio companies

        Viking Venture has developed new KPI dashboards for its portfolio companies.

        KPI dashboards are an online benchmarking tool which makes it easy to track recurring revenues and other key metrics.

        Benefits for investor and portfolio companies

        The dashboards include important KPIs within software-as-a-service industry (SaaS). These are based on Viking Venture’s experience from multiple exits and investments.

        Each portfolio company has their own set of dashboards with relevant reports, graphs and charts.

        The dashboards provide a way for companies to:

        • learn from each other
        • gain insight into operations
        • provide a healthy competition

        According to Erik Fjellvær Hagen, Managing Partner at Viking Venture:

        From Viking Venture dashboards, portfolio companies can monitor their own performance, gain insight and continually improve. They are also able to see how other portfolio companies are doing on specific KPIs and then reach out understand what they are doing right and what they can do better.

        See video

        The dashboards are powered by business intelligence (BI) platform Business Analyze.

        Business Analyze assisted Viking Venture in customizing and designing their solution.

        For more information about SaaS metrics and KPI tracking? Contact info@businessanalyze.com.

         

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          Business analytics and sales competitions: Business Analyze to develop new solution for Mobit

          Sales contest scoreboard

          Mobit, a leading Norwegian IT and phone service provider, has selected Business Analyze, business analytics platform, to track sales, manage competitions and share insights between more than 30 dealerships country-wide.

          The goals of the project are twofold.

          • help leaders manage sales by plugging into data from CRM and ERP systems
          • provide real-time feedback and motivational sales leaderboards

          “This is an exciting project because it involves the elements of multiple data sources, data visualization and gamification – all at the same time,” says Øyvind Skogstad, senior consultant at Business Analyze.

          Business Analyze will provide Mobit with detailed business, sales and activity reports. The data for the reports will be pulled directly from company systems onto digital dashboards.

          Business Analyze will also help Mobit manage sales competitions for sales team motivation. Business Analyze will calculate scores and present results on sales leaderboards for everyone to view.

          During sales competitions, scores will be presented live and updated automatically. This enables participants to check the latest scores and review other sales performance indicators (KPIs) from home offices, mobile devices and other locations.

          This is an important next step because it provides us with easy, fast access to data, says Harald Boyum, Director of Product and Business Development at Mobit.

          – With Business Analyze we can quickly analyze, report and share data – and even run sales competitions. It’s a very flexible tool, says Boyum.

          – Because Business Analyze is connected to both SuperOffice CRM and Multicase ERP, we can reuse data without having to enter it twice in separate systems.

          Mobit is a customer of Business Analyze partner CRM Insight.

          Above: Senior consultant Øyvind Skogstad is developing digital dashboards and sales scoreboards for Mobit.

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