03 Aug

Improving your SuperOffice CRM system with bespoke development

SuperOffice is a powerful scalable CRM database system designed for organisations that operate in the business to business market sectors. Our professional development team at Synergy Technology provides additional bespoke development work to ensure that SuperOffice users maximise the functionality and effectiveness of their CRM system. Trevor and Richard two of our talented team of developers, outline the features and benefits of bespoke development.

What is the reason for requiring bespoke development?

“Bespoke development for SuperOffice can cover almost any operational enhancement that a business requires to really make the most of their customer relationship management system. We help our clients extend and customise SuperOffice so that they can achieve the maximum efficiency from the system in their daily routine, which then becomes richer with information and delivers better results.

“We can practically program anything necessary into SuperOffice to enhance the sales, marketing and customer service functionalities of a business.”
Trevor, Head of Development, Synergy Technology.

Every industry, every business and every process has different and sometimes very specific requirements. SuperOffice out of the box can not to meet all these complex requirements. If it did, it would be very expensive, difficult to update and deliver across a wide range of platforms, and would end up including modules and functionality that would not be utilised by the majority of SuperOffice users.

SuperOffice consolidates the key contact functionality of a business based on its Sales, Service Delivery, Marketing and Customer Processes. Bespoke development is designed to make SuperOffice a perfect 100% fit to each and every client’s specific needs.

It has been designed to support client specific business functions and can be tailored by developers to suit a wide range of requirements. Development work can cover anything from integration between CRM operations and third party add-ons or modules, as well as developing sophisticated reporting systems that combines data from several systems linked to SuperOffice.”

What sort of development work do you do?

We can create a wide range of processes and functions that enhances the effectiveness of SuperOffice and its application, this includes:

  • Create web pages that can carry out functions connected to SuperOffice.
  • Converting documents within SuperOffice to PDF.
  • Additional telesales processes.
  • Creating sophisticated sales operations.
  • Call scripts, call logging and related reporting.
  • Additional marketing activities.
  • Automating repetitive tasks, consolidating information.
  • Integrating systems or data from other systems to streamline internal processes.
  • Full end to end marketing integration.

 

Synergy Technology can devise a bespoke solution for almost any requirement for additional functionality in SuperOffice.

Development work can eliminate repetitive time consuming manual data processes with automated functions that equally reduces the risk of duplication of data and improves data accuracy. Richard, SuperOffice Developer, Synergy Technology

Examples of SuperOffice development that Synergy Technology has produced for clients include:

  • Package integration with financial packages including SAGE50, Pegasus Opera, Dynamics NAV, Access Dimensions, SAP integration and Xero.
  • Integration with email marketing systems including eMarketeer and CommuniGator.
  • Integration with systems such as INKWRX to convert existing business forms and documents allowing paperwork to be completed using a mobile phone, tablet or digital pen.
  • Tailoring functionality.
  • Developing modules to quickly lookup postcodes and business information online.
  • Tailoring reports and documentation to reflect the company standards.
  • Even something as specific as adopting the system to work with deep sea exploration and offshore windfarms for monitoring profit cost control and access control.

 

What are the real benefits of bespoke work for SuperOffice users?

Basically bespoke development within SuperOffice ensures that it works seamlessly and effectively across financial, sales, marketing and customer service activities and consolidates any system functions that share the same data or reporting.

Other bespoke work is adding functionality to the existing system, or maximising the value of the data within in the system by creating informative, up-to-date reporting. Developing bespoke work usually involves incorporating SuperOffice into existing third party systems or with a new system that the client wants to start using. The key is understanding what the client is looking to achieve from their CRM system.

“Listening to our clients, understanding their needs, and determining the best most cost effective solution is our priority. To find the best solution we always seek to offer the most effective and perfect fit.

We also aim to find the best solution for the client, and focus on ensuring that the development work can also be adapted for future requirements. By considering the client’s long term plans for their CRM system we can make sure that any bespoke work is not isolated but forms part of their future needs.

Often development work it is not always as complicated as a client may first think. Often we can resolve a requirement for the client by identifying functionality that already exists within SuperOffice that is not being utilised by their team. Training and technical support may be all that is required to improve the system. Additionally, development work to improve a client’s system to meet their requirements can be resolved by integrating third party add-ons that already exist such as eMarketeer or Business Analyze with SuperOffice.

It is also becoming increasingly popular is to develop functionality using web pages (also called web panels). Basically we create a page you can access using a browser like Internet Explorer or Chrome. The web page is developed and designed completely by us but the functionality is dictated by the client and we also try to keep the look and feel consistent with the look and feel of SuperOffice for ease of use”.

Reducing the work to create a monthly management report down to just 0.12% of the original time!

“A specific example of bespoke work for SuperOffice for a client was some very simple development work to automate a rather time consuming Management Reports that required updating and printing every month.

The original process adopted by our client was a laborious task to prepare the report by reviewing statistics, sales figures and other information from SuperOffice and subsequently updating data within an external report. Our development work took two days to complete using (something about in Sequel etc.) and turned the onerous task into a “click refresh report” button reducing this process to well under a minute, a tiny fraction of the original effort. The invested development time was making a saving for the business within its second month of implementation.

Improving internal telesales procedures and increasing sales, customer and team satisfaction and profit.

“Over our 20 year history we have been approached with many special requirements and market specific requirements. In 2015 we were engaged by a dynamic organisation with a team of 40 internal telesales people making high volume call outs to businesses in the UK.

They were experiencing poor data management, lack of data sharing, the need to remove duplicate tasks and no clear method for follow up, to name but a few of their problems. Our brief was to create a process within SuperOffice to bring together the data management whilst also providing an easy to use telesales tool to allow the business to increase customer touch, manage information via a single data source, clean and manage the data for the business and remove work duplication.

As a result of the bespoke development, the organisation saw an improved performance within the telesales team, an increase in appointments and in turn an increase in business and sales. The SuperOffice functionality that we developed is a module called eTelesales and is now available as a commercial add on for SuperOffice.”

Improve the efficiency and sales and marketing processes in your business

The main benefit of bespoke development work is to streamline processes within the client’s business that also results in increased productivity and offering major time saving benefits. Here are some of the key benefits:

  • Save time – bespoke development creates time saving benefits to the users.
  • Better control of information – by using the same data sources across your business systems.
  • Reduce errors – by automating repetitive processes.
  • Simplify processes – saving time and releasing employees to focus on other tasks.
  • Better monitoring of sales performance – ensuring your team have real time results.
  • More unified sales and marketing processes – immediate alerts to sales leads via campaigns.
  • Improved customer services – providing a consistent, proactive and monitored service.

 

Synergy Technology has the technical resources to develop your SuperOffice system

Synergy Technology is a highly skilled accredited partner of SuperOffice. We have a dedicated technical team with extensive working knowledge of the software who are able to apply practical and customisable business solutions using the application.

Synergy Technology also provides a range of existing development work available to all SuperOffice users. Our eSuite modules including eTelesales, ePostcode, ePDF are designed and developed by technical experts in business programming and are designed to complement SuperOffice functionality. eSuite modules are created using a unique process of analysis and then applying a design and development solution to deliver a timely, cost effective solution that meets the needs of the small to medium business.

Our technical team can also offer your business ongoing guidance, advice and support to ensure SuperOffice is scaleable and adaptable to the changing needs of your business, including the implementation of additional applications such as digital marketing, mobile applications, advanced reporting and quote management. To discuss your development needs for SuperOffice, please contact Synergy Technology on 0345 456 0050 or send us an email today.

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