SuperOffice CRM-integration
Bring Marketing & Lead Insights into SuperOffice for Seamless Sales Handoff
Connect eMarketeer with SuperOffice to give your sales team instant access to enriched leads, marketing activity, and engagement insights—right inside the CRM. Track, qualify, and follow up with the most sales-ready leads without leaving SuperOffice.
Why Choose the SuperOffice Integration?
Eliminate manual lead entry and make sure your sales team always works with the most up-to-date, qualified leads—directly inside SuperOffice!
Step1: Lead Capture
- Automatically capture leads from multiple sources, including:
- Website forms & landing pages
- Event registrations
- Facebook & Instagram Lead Ads
- LinkedIn Lead Gen Forms
- Email interactions & engagement
- Sync contact details such as name, email, phone number, job title, and company info.
- Ensure no leads are lost—every form submission and engagement is automatically tracked in eMarketeer.
💡 Every interaction becomes a potential lead, ready for nurturing and qualification!
Step 2: Lead Enrichment
- Enhance each lead with detailed contact and company data
- Get insights such as:
- Contact details: Job title, bio, LinkedIn profile (if available).
- Company information: Name, logo, industry, address, years in business.
- Use enriched data to personalize follow-ups and prioritize high-value prospects.
💡 Your sales team will know exactly who they’re talking to before they even make the first call!
Step 3: Lead Nurturing
- Automatically enroll leads in email sequences, SMS follow-ups, and personalized campaigns in eMarketeer.
- Use behavioral tracking to monitor engagement and adjust messaging accordingly.
- Deliver timely content to educate and warm up leads before sales outreach.
💡 Move leads through the funnel with personalized communication—on autopilot!
Step 4: Lead Qualification with Lead Streams
- Identify MQLs using Lead Streams—eMarketeer’s powerful lead qualification engine.
- Set multiple filters to define MQL criteria, using a combination of:
- Lead Score – Assign positive or negative scores based on engagement.
- Activity Data – Track actions such as email opens, clicks, and form submissions.
- Segment Data – Filter leads by company type, industry, location, or any custom field.
- Lead Streams allow dynamic qualification, continuously adjusting lead status based on behavior.
💡 With Lead Streams, MQL qualification is fully automated—ensuring only the best leads reach your sales team!
Step 5: Lead Distribution (Sales Handoff)
- Use the eMarketeer Lead Board (also available inside SuperOffice) to assign leads to sales reps.
- Sales teams can track MQLs, move leads through the funnel, and access detailed engagement insights.
- Automate MQL handoff to CRM using eMarketeer’s journey automation:
- Instantly push qualified MQLs to SuperOffice, Microsoft Dynamics 365, or any connected CRM.
- Automate lead assignment based on Lead Stream qualification (e.g., score, activity, segment).
💡 Seamlessly connect marketing and sales for a smooth handoff and better conversions!
Deep Dive: How Sales Teams Work with Marketing Insights in SuperOffice
- Visual pipeline for tracking leads as they move through sales stages.
- See lead score, qualification data, and last interactions at a glance.
- Team & individual performance tracking to optimize sales efforts.
💡 No more guessing—sales teams know exactly which leads to prioritize!
- All marketing data in one place inside SuperOffice.
- See enriched contact & company profiles with:
- Interaction history (emails, ads, events, web visits, etc.).
- Social media insights.
- Lead score & segmentation.
- Real-time updates ensure sales sees the latest engagement data.
💡 Sales teams get instant access to valuable marketing insights—without leaving SuperOffice!
Trigger Marketing Journeys from SuperOffice
- Sales reps can start pre-built marketing journeys directly from the contact card in SuperOffice.
- Example actions:
- Send a personalized email or SMS (e.g., price lists, offers).
- Start a lead nurturing journey with multiple follow-ups.
- Assign a contact to a specific marketing automation sequence.
Track Journey Engagement Inside SuperOffice
- See real-time results from the timeline panel in SuperOffice.
- Sales can monitor:
- Email opens & clicks
- Form submissions
- Event sign-ups
- Other interactions from the journey
- Adjust follow-ups based on how the contact is responding to the triggered journey.
💡 Sales and marketing alignment made easy—sales can act fast and see what works!
SuperOffice CRM Sync & Automation
💡 Keep SuperOffice updated—automatically. Sync marketing data, GDPR compliance, and sales activities without manual work!
GDPR, Legal Basis & Subscription Sync
- Automatically sync GDPR consent and subscription preferences to SuperOffice.
- Legal basis sync ensures compliance directly inside SuperOffice contact records.
- No manual updates—everything stays in sync automatically.
SuperOffice Selections & Projects for Sendouts
- Easily target SuperOffice Selections & Projects directly inside eMarketeer.
- No need for manual list exports—send campaigns straight from eMarketeer.
Sales Automation: Closing Deals & CRM Actions
- When a deal is won, SuperOffice automatically updates the Lead Board.
- Automate sales creation, task assignments, and follow-ups.
Sync Marketing Campaigns to SuperOffice
- Track marketing interactions inside SuperOffice as tasks, notes, or sales.
- Ensure sales teams see what’s happening in marketing without switching tools.
SuperOffice CRM Actions Inside Journeys
SuperOffice Actions Available in Journeys
- Create Activity – Automatically log activities in SuperOffice for follow-ups.
- Add/Remove from Selection – Move contacts in and out of targeted lists dynamically.
- Add/Remove from Project – Assign leads to specific projects automatically.
- Add/Remove Interest – Personalize sales and marketing based on contact interests.
- Create Sale – Automatically generate a new sale in SuperOffice when a lead is ready.
SuperOffice Journeys in Action
- Trigger follow-ups when leads engage (e.g., request a demo → log activity in SuperOffice).
- Automate lead qualification (e.g., high-score leads get added to a priority selection).
- Move deals forward automatically (e.g., after attending a webinar, a lead gets assigned to a sales project).
💡 No manual work—SuperOffice stays updated as leads move through the sales funnel!
Integration Details:
Provider: eMarketeer
Category: CRM Integration
Requirements; Emarketeer Account & SuperOffice Account
Resources
Setup Guide SuperOffice Online – Setup instructions
Setup Guide SuperOffice On Premise – Setup instructions
eMarketeer’s Integration Support
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Bring Sales & Marketing Together in SuperOffice
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