SuperOffice
51 Case Studies
A SuperOffice Case Study
Hof Hoorneman Bankiers, a capital-management firm, needed a modern Windows-based CRM to replace its old DOS system and centralize client information to improve service and client satisfaction. After comparing three vendors and visiting a reference bank, the company chose SuperOffice for its fit with their processes and functionality.
SuperOffice was customized and linked to the bank’s back-office systems so staff can instantly view accounts, investment portfolio contents and performance, generate up-to-date reports, and monitor contact moments. The result: rapid access to current data, easily found conversation annotations, faster client identification for new hires, elimination of Excel sheets and paper files, and greater employee efficiency and client trust—while remaining adaptable to the company’s processes.
Sven Schuling
ICT Department Manager