SuperOffice becomes the central system in which you record all customer data. By centralizing your CRM and linking it to systems such as your website, financial packages, ERP systems, telephony, web shops, and work orders & service apps, you automatically see the same customer information everywhere.
The advantages:
• A single customer view in SuperOffice, fed by your core systems
• Clear separation of prospect and customer data
• Less manual input and fewer correction rounds
• Faster turnaround times because data flows automatically
• Better management information for management and teams
Over the years, we have developed many solutions and interfaces, enabling us to achieve significant benefits for your organization in a highly cost-effective manner.
First, we determine the “architecture” of your customer information
• Which systems remain leading for which data?
• Which data is transferred to SuperOffice?
• Which data is transferred from SuperOffice to other systems?
• How do we deal with exceptions and historical data?
We record this in a clear, visual design that is also understandable to non-techies.
Functional design for users
We then translate this into your team's daily practice.
• Which screens and fields do employees see in SuperOffice?
• What will a complete customer file look like?
• Which tasks and workflows help them to remember everything?
• Which reports and dashboards are needed for management?
This ensures that the integrations are not only technically correct, but above all help the user.
Technical design for links
For the links, we work out:
• Which technology we use (API, file exchange, middleware, etc.)
• How often data is exchanged (real-time, every 5 minutes, daily, etc.)
• How we catch and log errors
• How we set up security and permissions
We also discuss this design with your IT department or software suppliers so that everyone is on the same page.
Planning and phasing
Together, we determine a realistic schedule and phasing:
• What do we tackle in phase 1 to achieve a quick impact?
• Which links or requirements do we deliberately postpone until later?
This provides clarity in terms of lead time, capacity, and budget.
Result of step 3
After this phase, you will have:
• a concrete design for your integrated SuperOffice CRM environment
• a description of the layout (fields, screens, processes, etc.)
• clarity about roles and rights for all systems
• a plan that has been approved by management, key users, and IT
This means that construction can safely begin.