Using the SAINT SuperOffice Feature

Are you a SuperOffice user who has recently returned to the office? Welcome back!

Synergy Technology is delighted to support salespeople returning to work following the coronavirus pandemic. If you have been on furlough, it can be difficult to quickly identify companies on your books which lack follow up data or specific documentation.

Your business’s recovery relies on meeting strict timescales and accessing important information as required. You need help to swiftly identify areas where you might generate new business. This is where SAINT can help.

What is SAINT?

SAINT is a feature within the SuperOffice CRM system which can assist in gaining an overview of companies or contacts without any recorded activity. This can be useful in identifying potential targets for your marketing efforts now you’re back in the office.

It’s easy to use SAINT on your SuperOffice system. By following these three steps, you can select companies without any activity and target them for new business:

1. Create a selection of all companies without follow-ups.
2. Create a selection of all companies without documents.
3. Create a selection of all companies without activity (follow-ups and documents).

For more information on how to perform these tasks, please visit the SuperOffice support web page. Get in touch with Synergy Technology on 0345 456 0050 for technical support.

Support from Synergy Technology

We are pleased to offer support to salespeople returning to the office. Together with SAINT, we can help you identify any companies on your books that may require your attention. Synergy Technology can help you get your business up and running again after the disruption caused by coronavirus.

Unsure how to make the most of these powerful features? Don’t worry! Synergy Technology is here to help. If you are interested in learning how to use SAINT, please don’t hesitate to contact your account manager directly today.

Alternatively, contact the Synergy Technology team on 0345 456 0050 and asking to speak with our experts about utilising SAINT on your SuperOffice system.