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Salesboard for SuperOffice

Price: €5 per user per month
Published: 24.01.2018
Updated: 17.12.2020
Markets: Benelux, Denmark, Finland, Germany, Norway, Sweden, Switzerland, United Kingdom
Languages: English, Swedish

Salesboard for SuperOffice

Visualize your sales workflow and get a better overview of your sales pipeline. 

About this app

Managing your sales pipeline has never been easier. Salesboard for SuperOffice visualizes your workflow in the sales process – giving you a quick and intuitive overview to help plan and follow up your pipeline in a structured manner. Regardless if you are a salesperson or a sales manager you will have full control of the pipeline.

A snapshot of your deals by stage, in the sales funnel, makes it easier to:

  • see which opportunities to focus on
  • ensure your pipeline stays true and accurate
  • improve your follow-up rate
  • win more business

Stay up-to-date with your sales activity. Simply drag and drop sales between different stages and your pipeline stays true and current. You can also create new sales directly from the Salesboard tool as well as update existing sales or set sales as Sold or Lost.

All sales are automatically updated in SuperOffice and vice versa – ensuring no double entry and that all competitions and sales reports are always using the latest data.

Key features

  • Kanban-style workflow
  • Drag and drop sales between stages
  • Color code your sales stage for a better display of your funnel
  • Quickly create new sales
  • Automatically synchronized with SuperOffice CRM

What’s new

The latest release include the following improvements and additional features:

  • Currency handling – you are able to display the currency converted to local currency

  • Pipeline tracking - Salesboard now shows you how many days since a sale was created and how many days it has spent in each individual phase.

  • Productivity improvement - You can create and assign sales for other people.

  • New report view - A report view for historical viewing of ended sales – Sold, Lost and Stalled – for easy access and handling have been added.

Price information

Price:

  • This Salesboard app is priced at €5/50 SEK/50 NOK/45 DKK per user per month

  • Management view is an add-on and costs another €4/40 SEK/40 NOK/35 DKK per user per month

Payment is by made by invoice, with a 12-month subscription in advance

TERMS:

Try it for free for two weeks and see for yourself how this app can work for your sales team.

Requirements

  • Active subscription to SuperOffice CRM Online
  • This app requires the SuperOffice CRM user to have access to the Sales screen in SuperOffice (sales or complete user plan) 

Getting started

  1. Click on Try or Buy, this takes you to the vendors product page
  2. Choose whether you want to buy it or try it out first
  3. Approve the app
  4. Finalize the installation by clicking on Install and then Install Salesboard
  5. The app is automatically added to SuperOffice. Next time you log in to SuperOffice CRM Online, the Salesboard navigator button and web panels will be available and ready to use

 

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