Use our implementation services to successfully start up your CRM solution

SuperOffice CRM offers you the best tool to find, catch and keep your customers. Make sure you get the most out of your solution from day one by taking advantage of our experience from 1000s of implementations with companies like yours.

Step 1 Workflow/process

Working together, we will conduct a thorough analysis of your business to understand existing processes and activities that SuperOffice will support. We’ll also uncover and define new processes to help your business be more productive and efficient.

Step 2 Configure

In this phase we will assist you in configuring your CRM system based on the user plans your organisation uses. During the configuration we look into companies, contacts, activities and templates. The configuration will of course be based on the processes which was defined in the business analysis.

Step 3 Import

You bought a CRM system so that you could gather all your relevant customer information into one central place. In this step, we help you to map the right data into the right place inside your new CRM solution.

Step 4 Train

To secure a good start and be successful, it's important to educate your team. We'll help train your team to use the basic CRM functions and how to administer the system. Depending on the type of user plan you selected, we provide trainings for Standard CRM, Marketing, Sales and Service users.

Step 5 Go Live

In this step, we will help and coach your team to get started with your new CRM solution. When working with a new software solution, users are bound to have questions. We’re at your disposal to lend a helping hand and make sure you have a flying start.