Maximizing Trade Show Success with SuperOffice CRM Solutions

Elevate your trade show experience with SuperOffice CRM Manager. Learn how to efficiently update CRM data, scan business cards directly to SuperOffice, follow up with emails, and analyze reports. Enhance lead management, track interests, and link trade leads to projects seamlessly.

• Trade Show Success
• SuperOffice CRM
• Business Card Scanning
• Lead Management
• CRM Efficiency

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Uploaded on Sep 17, 2024 | 0 Views

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Presentation Transcript

1. SuperOffice & Trade Shows How to do Gunnar Peren CRM Manager

2. Why use SuperOffice for trade shows Update CRM Scan Business cards direct to SuperOffice CRM Follow-up & emails Report & analyse

3. Scan Business cards direct to SuperOffice CRM Scan business cards Open SuperOffice on your phone

4. Push New+ Scan business cards Scan business card

5. Scan business card Scan business cards

6. Check that it has been done correctly Scan business cards

7. Update interest in SuperOffice on your phone Update contact interest Trade Show Scroll down to Edit interests

8. Update interest in SuperOffice on your phone Update contact interest Trade Show Update Trade show

9. How to link a trade leads to Selection or Project