CRM consulting services from SuperOffice

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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.

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SuperOffice implementation method

All the consulting services we offer to our customers are defined in our implementation method. This method is developed through years of experience in delivering SuperOffice CRM to meet the different needs and wishes from our customers.

  • 1


    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.

  • 2


    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.

  • 3


    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.

  • 4


    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.

  • 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.

Case stories

I don’t know how we’d operate without SuperOffice.

Jenny Woodward   The Printed Cup Company


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