If you rely on SuperOffice CRM to help you meet GDPR requirements, there is plenty of functionality to help you out.
But don’t stop there. There is one more tool that helps you effortlessly monitor data and save a lot of time – the new GDPR Dashboard and Report app.
In this 2 min video, you see why this is app is a ‘must-have’ for all companies using SuperOffice CRM.
Learn more about the app and request free trial
Many sales teams find it difficult to generate enough business, especially during summer months when people are out of office and difficult to reach. As a manager, you want to help sales reach their goals.
What can you do?
A good place to start is to mine your CRM database and extract a list of high potential contacts and customers that require your attention. Then you can work with your teams to pinpoint customer needs and reach them with the most attractive offers.
Afterall, since you already have relationships with these people, what better starting point is there for additional sales of your products or services?
We recommend two reports to help you identify these customers and decide an approach. The first one is ‘companies without activities’. The second is ‘companies without sales processes.’
The reports are pre-built in Business Analyze so you don’t have to worry about running reports in SuperOffice. They are also updated on an ongoing basis, so you can easily monitor your teams progress and help them out when needed.
Get these reports from SuperOffice App Store as part of Business Analyze for SuperOffice or current customers contact us to activate.
Specific sales activities that are important to closing a deal or building a relationship should be methodically recorded in the CRM system. This might be demos, a first and second meeting, an onboarding meeting or other activities defined in the customer journey.
Using activity reports, you gain insight into which activities are effective, and continue doing more of ‘the right’ things.
But, it is also interesting to know when there is a complete lack of activity. If your customers haven’t had any activities with you in a while, you not only decrease the changes of additional sales, you risk losing them all together.
In the ‘companies without activities’ reports, you get a list of contacts that haven’t had any activities within the last 3 or 6 months or even year, AND where no activities are planned in the future. You can filter lists for different time periods and to include details about contact owners, latest updates etc.
Helpful reports tell you which customers your team hasn’t been in touch with but are good opportunities.
From each report, you get a detailed list to work with, rather than searching up details and contact information one-by-one.
Similar to the ‘no activity’ report, the ‘no sales process’ is a great source of new sales opportunities. If you haven’t won or lost any business with a customer or account during the past year and there isn’t any planned sale coming up, now is your chance.
The report includes contacts details, interests and other facts about each customer so you can evaluate cases one-by-one without having to search up more information.
With a complete list of contacts waiting to hear from you, you are ready to go.
Happy selling!
Hi!
We’re very happy you are interested in our latest product release.
This article gives you a brief description of the new features and fixes.
If you are a Business Analyze cloud customer your solution was updated March 17.
If you are not currently using business analytics to grow your company or you would like a walk-through of the new features, please get in touch and we will be happy to review with you.
Self-service analytic dashboards are exciting news for people that want to quickly explore data and see results by category or level and sub-levels.
Because the dashboard is so well laid out, you see immediately when there is something important. Filter and grouping menus help you spot changes or patterns that might otherwise go unnoticed.
Learn more about about self-service analytics
Current customers subscribing to our cloud service can access self-service dashboards from within Business Analyze. Ask your system administrator to grant you access today!
Instructions for system administrators to manage user permissions and access rights.
Self-serve analytics give us a totally new way to access and use data. We now have a consistent, fast and readily usable way to analyze sales data across the entire business. ” Steen Tommy Rasmussen, Group IT manager, Glunz and Jensen
Top performing cloud solutions must also have top performing identity server and access control.
After many long months of development, we are happy to announce Identity Server 4 authentication and support for OpenID Connect and OAuth 2.0 standards. The improvements increase security levels and make it easier to login.
Going forward, this is an important step for the login logic in our upcoming mobile app and for supporting external identity providers.
Contacts:
Customer Support
support@businessanalyz.com
General inquiries
Ann Søraa
ann@businessanalyze.com
Businesses collect more data than ever before: by phone, by chat, by email, online and in-person.
