 Welcome to your SuperOffice CRM free trial. SuperOffice CRM is a B2B tool that helps all departments in your company to share customer information and collaborate together in order to provide the best possible customer experience. You can easily keep track of all contacts related to a company, phone calls, activities, sales, documents, chats, web forms, customer service tickets and more. The information is stored centrally so that everyone in your company can have access. From the information that is entered into the system, you can create targeted lists which your sales team can follow up on or you can use the information in your marketing campaigns. SuperOffice CRM can be connected to your Outlook email or Gmail accounts. If you use another service, you can connect to it via the built-in inbox feature. First, let's log into the system. This is the navigator menu which you can use to access the main screens of the system. This is called the toolbar. These are functional buttons that work as shortcuts to important actions. This is the main screen and it will change depending upon what you have clicked on from the navigator menu. This is called the mini card. It is possible to see the different sections inside SuperOffice CRM all in the same screen to avoid screen hopping. Now let's take a closer look at some of the main sections inside SuperOffice CRM. Inside Company, you'll find all the relevant information associated with a particular company. The system comes with a set of predefined lists which you can modify to fit the way that your company works. From a drop-down list, you can define the kind of relationship that you have with a company, as well as the type of business the company is in. Below the company card you'll find some tabs with more information related to the company. Let's click on the Activities tab. Here, everyone in your company can immediately see all the types of activities that have taken place, when they took place, and who was involved. You'll also be able to see future planned activities which are yet to take place. Documents such as PowerPoints, letters, emails, and sales proposals are accessible here. You can also create new documents. Just click on Document in the toolbar and then pick the template that you need. These may be from templates that contain standard information which saves you time and ensures consistency throughout the company. You can also change the templates to match the way your company communicates or even include special information towards a particular contact. The system automatically saves the document in the activities archive so that you and your colleagues can find and open it at a later date. Let's take a look at Contacts. A new contact added to a company also gets a personal contact card. Here, you'll find a contact's details such as their position in the company, email address, phone numbers, interests, and email subscriptions. And it is in the contact card that a person's GDPR documentation is registered. You'll see the same tabs as the company card, but the information displayed here is from the point of view of the interactions you have with this individual contact only. Now, let's take a look at the diary. Much like your Outlook calendar, the diary helps you to organize your day-to-day activities. The benefit of using the diary inside Super Office CRM is that you can automatically build history connected to a company or a contact. This also means you don't have to enter the information twice. Whether we like it or not, email is still one of the strongest communication methods today. One of the first things that you will want to do when working with your free trial version is to see how the system works with your favorite email service such as Outlook email or Gmail. Once you do this, you'll see how you can save all your incoming and outgoing emails directly from your inbox to the contact and company cards. You can even create follow-up activities in your diary based on an incoming email. If you use a different email service, then you can connect it to Super Office CRM using the inbox feature. Let's take a closer look at the sales screen. This is where you register a sale. By registering sales in the system, you can rest assured that your pipeline is always updated. The system will also help you remember to follow up on all open sales as well as help you prioritize what you need to focus on. For example, you can prioritize your efforts based on the size of a potential deal, where it currently is in the sales process, and by when you think the deal will close. If you have a sales process, you can put this into the sales guide and this will help all your salespeople to follow the same steps. Here is where you can find the dashboards. The dashboards give you a snapshot of the current status of your sales, the activities you have done, and other key numbers that are important to you. Let's move on to selections. Selections is the functionality that allows you to create targeted lists based on specific search criteria in your CRM database. For example, you can use selections to create a list of contacts to send a mailing to, or see all your sales opportunities for this month, or get a summary of open or completed activities just to name a few. The system comes with some ready-made selections which you may find useful. If you want to create different selections from the standard ones, all you need to do is to change the search criteria and voila! You've got yourself a customized list. The marketing function helps you to send professional-looking emails to a list of contacts. Here you can create and send newsletters, promotional mailings, and invitations to events to specific groups of contacts. This was just a quick overview of the key functionality in Super Office CRM. In order to help you get more familiar with the system, you will shortly begin receiving a series of emails to help you get started so that you can experience how Super Office CRM can help you to collaborate better with your colleagues and work more efficiently. In addition, please feel free to visit our community website where you will find information to help you get started, product tutorials, and how-to videos. When you're ready to move further, please keep in mind that you will need professional help to ensure your success with CRM. But don't worry, our consultants and partners are on standby to help you set up your system and give your users the training they need. We hope that you enjoy your free trial experience.