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.

Visit 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 (part of House of Control Group)

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

The app gathers CRM and ERP 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 (part of House of Control Group)

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.

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    Real-time insight into channel partner performance

    Channel Partner Sales KPI-tracking and analytics

    Business Analyze enables organisations to effectively track performance (Partner KPIs) and gain insight into their channel partner relationships.

    By providing a simple way to analyze and share data, both Channel Partner Managers and their agents, resellers, distributors or other partners can monitor the activities that lead to success and work proactively to build strong partnerships.

    Why channel partner KPIs are important

    Companies invest time and effort into finding the right sales partners. Once the stage is set, the relationship must continue to generate clear and measurable value. If partners aren’t regularly reminded how their work generates value, they lose motivation and sales die out.

    While this may seem obvious, it’s easier said than done.

    A key problem channel managers struggle with is poor visibility into the pipeline. Without being able to see down the pipeline and track change over time,  it’s impossible to gauge revenues and assess forecast accuracy.

    Partners, on the other hand, may feel that sharing their pipeline is not worth the effort. “What value does it bring?” they ask.

    That’s where channel analytics come in:

    Channel analytics provide visibility into the relationship and enable partners to see how much value they generate. Transparency and communication is key to building trust.

    The benefits of channel analytics include:

    • Improved sales processes due to greater visibility into what works and what doesn’t
    • Greater transparency in revenue generation and financial compensation
    • Increased motivation by providing channels with real-time metrics and commission reports
    • Better forecasting accuracy
    • Less administrative paperwork with automated reporting

    When Channel Managers provide partners with real-time visibility into earnings, partners are more likely to provide quality sales data in return.

    Better quality data helps Channel Managers work proactively to help partners close deals. It’s a win-win situation.

    What partner KPIs to measure

    There are many KPIs and supporting metrics that may be useful in building relationships. Channel Managers define these together with partners based on growth goals and sales strategy.

    Some examples include:

    • Total and average revenue per partner
    • Revenue per product/segment
    • Number and value of open sales opportunities
    • Number of new opportunities registered
    • Lead time and other conversion rates
    • Contribution margin
    • Sales commission earned

    How to measure channel partner KPIs with Business Analyze

    Business Analyze collects sales data from spreadsheets, customer relationship management systems (CRM) or other databases and presents reports on live dashboards.

    Dashboards make important information about relationship visible and easy to understand – across channels and on channel-by-channel levels. Rather than emailing around spreadsheets, important data is readily available for review and analysis.

    Partners access their own information through secure portals. When the underlying data changes, dashboards are updated to ensure partner managers and their partners have the latest insight into sales processes and commissions.

    Each dashboard is customized to user requirements.

    Start with setting goals

    One of the most important steps in successful channel partnerships is to agree clear measurable goals.

    Once this  is done, you can start capturing data and track performance with  Business Analyze.

    For more information, contact sales@businessanalyze.com

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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. It 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 your pipeline isn’t filling up fast enough to hit targets (i.e.pipeline refill report), you can discuss ways to fill it up.

      See example of KPIs and metrics

      Follow-up 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 a revenue target for a new cross-selling opportunity. Your first action is to book meetings, within the next 6 weeks, with all customers that already have purchased Product X.

      You create a new dashboard for potential cross-sales and track progress. Because your team shares this dashboard, everyone knows who to target and how it going.

      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 can recognize acheivements on dashboards or leaderboards.

      Continuing on the example above, for example, 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, ann@businessanalyze.com

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        5 Sales Dashboards to Drive Better Outcomes

        What is the purpose of sales dashboards? What KPIs or metrics should they include?

        In this article we share with you 5 types of dashboards and the metrics that can help you guide your team to success.

        This includes:

        • Sales overview dashboard
        • Sales pipeline dashboard
        • Sales commission dashboard
        • Motivational scoreboards
        • Self-serve analytics dashboard

        Some sales teams have all of these, while others choose a select few.

        Either way, the main benefit of a sales dashboard is it provides you and your team with instant information about performance, processes and activities. Dashboards are role-based, so each team or user should be able to easily find the information he/she is looking for at the right level of detail. Better insight leads to better outcomes.

        Let’s look at the different types:

        Note: These are just examples. Every sales team should carefully select KPIs which are connected to their overarching goals and sales strategy.

        Sales Overview Dashboard

        The overview dashboard tracks actual and forecast sales compared to targets.  The target is the revenue budget or quota that you are trying to acheive this month, quarter or year.

        The dashboard should provide information on different levels from company-wide through to region, team or individual. This ensures the leaders have the facts they need make decisions while managers have can monitor progress and better coach their team.

        Some KPIs which are often included on ‘overview’ dashboards include:

        • Amount sold vs. budget
        • Amount  of revenue forecast
        • Number of opportunities
        • Top performers – value and percent of target acheived

        The metrics are available for the current week, month or quarter, as well as for historic periods.

        Sales Pipeline Dashboard

        Sales reports on a dashboards

        Sales pipeline dashboards help you understand where opportunities are coming from and how they are developing.

        They provide current views of data, helping you track progress and ensure all possible opportunities are handled in the best way possible going forward. They also provide historic information, so you can look back to see how your pipeline (or multiple pipelines) is growing or shrinking, and use this data to generate even better results.

        Sales pipeline dashboards often include:

        • Open sales by stage
        • Sales velocity metrics
        • Pipeline by close date
        • Pipeline fill versus requirements
        • Activity reports (e.g. number of customer meeting, offers sent etc.)
        • Number of opportunities without planned activity

        Sales Commission Dashboard

        Sales commission calculation

        Commission dashboards calculate earnings based on the bonus structure and return the results on graphs and tables. Instead of doing manual calculations in spreadsheets, commissions are calculated automatically.

        The dashboard tool should support you, whether you have a basic or flat commission model or have tiered calculations using advanced formulas.

        A system administrator decides who can access the commission reports, the same way as other dashboards.

        Commission dashboards can report and filter data for almost any time period or level:

        • Commission per category or org. unit
        • Sale commission per period
        • Earnings per person

        Motivational Scoreboards

        Scoreboards are specific types of dashboard which show the lstanding of a sales contest. Sales contests are a fun way to focus salespeople efforts around a common goal and boost activity levels.

        The right kind of contest can be highly motiviting. The 4 most common formats include:

        • Individual – complete against yourself
        • Challenge – compete against others
        • Common goal – entire group work together towards specified target
        • Team vs team –  teams compete to see who reaches the target

        When scoreboards are streamed to strategically placed TV screens or monitors, they can have an extra motivational effect and help to keep everyone involved.

        To work effectively, each element of a scoreboard is carefully developed for maximum effect. This means:

        • Function and design is fit to purpose
        • Calculations are automatic
        • Information is updated dynamically

        Self-service Dashboards

        Self-service dashboards enable leaders and managers to run their own queries to company databases and navigate multiple layers of information – without needing technical skills.

        System administrators manage user access, ensuring that users only see information they are authorized to view.

        In the example below, sales managers can tap into order, purchasing or payment data to understand customer demand, optimize product mix, adjust pricing or identify cross-selling or upselling opportunities.

        Here’s how it works:

        • select relevant filters
        • choose grouping
        • export results to other formats like Excel or Powerpoint

        How to set up your dashboards

        Now that you’ve seen some dashboards, you may be wondering what’s involved in building them.

        There are many software tools on the market, but the general process is the same for all:

        • Define your KPIs and metrics
        • Connect to data
        • Build custom reports or adapt standard reports

        Once you start tracking your most important KPIs, you can analyze the data to better understand what your doing well and where you can improve.

        Would you like to know more about how to set up a dasbhoard for your business? Contact us

         

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          Viking Venture provides SaaS KPI dashboards to portfolio companies

          Viking Venture has developed new KPI dashboards built with Business Analyze technology 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 subscripton revenues and KPI tracking? Contact info@businessanalyze.com.

           

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