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Effectively Manage Leads
from Capture to Close
Soffront Lead Management

Soffront Lead Management
Soffront lead management transforms the way you manage your leads from capture to closure. Qualify and track leads from multiple campaigns and hand them off to the correct sales representative. Give your sales team real time access to the latest prospect and campaign information. Know exactly where each lead has come from and all interactions.

Maximize the lead-generation potential of your web site through easy to configure web forms and capture leads from your website directly into CRM. You can designate the type of information you would like to capture including campaign response, surveys, etc.

Define sophisticated assignment rules to assign leads automatically to the right sales person for follow-up and closing.  Promote qualified leads to opportunities with a single click. Notify sales reps automatically when leads are assigned to them.

Import leads from the external sources, such as trade shows, seminars, direct mail, and other types of campaigns through powerful import wizards. A variety of formats like CSV, Excel, text, Access, etc are supported.


Easy to configure web form to capture leads into CRM

 

Related Information
Screenshot Demo
Datasheets & Presentations
Architecture 
Soffront CRM 8.7
Other Information
CRM White papers
CRM Webinars
On-Demand CRM
Related Solutions
Sales Automation
Marketing Automation
Related Products
Soffront API

Key Features
  • Manage the entire leads lifecycle from capture to closure.

  • Capture leads directly from your Web site using Web forms.

  • Automatically assign leads to the right sales person based on sophisticated assignment rules.

  • Establish consistent leads qualification processes using a visual workflow designer.

  • Qualify and convert leads to opportunities and ensure appropriate followup.

  • Import leads from external sources using powerful wizard driven import tools.

 

Soffront CRM Solutions

Sales Force Automation
Sales Management
Sales Forecasting
Pipeline Management
Mobile Sales
Sales Commissions Mgmt

Sales Order Processing
Order Lifecycle Management
Quotation and Invoicing
Inventory Management
Shipping & RMA

CRM Analytics
Dashboards & Reporting

Marketing Automation
Marketing Management
Email Campaigning
Direct Mail Campaigning
Tele-marketing
Marketing Analytics

Issue/Project Management
Defect Management
Test case Management
Product Release Mgmt
Time & Cost tracking
Project Management

Customer Help Desk
Customer Support
Multi Channel Contact Center
Mobile Support
Customer Portal
Customer Self Service
Customer Survey
SLA Management

Partner Management
CRM Portal
Partner Lead Distribution
Partner Self-service
Partner Order processing

Helpdesk Software
Employee Help Desk
Multi Channel Contact Center
Mobile Support
Asset Management
Employee Portal
Employee Self Service
Employee Survey

Customization and Integration
Form Designer
Workflow Designer
Object API
Web Services
Back office integration


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