Soffront Outlook and MS Office integration lets you use either Outlook or Soffront to communicate with customers with the assurance that everything can be captured in Soffront for company wide visibility. The integration works seamlessly with Outlook for e-mail, calendar, contacts and synchronization.
Easily export CRM data into Excel for analysis in a familiar environment. You can slice and dice and filter the data in CRM before the export.
Access Microsoft Word from within Soffront to create personalized documents using merge fields. Enhance your sales rep productivity by letting them create on-the-fly mail merge documents, such as letters, based on CRM data fields.
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Schedule tasks and activities and set reminders for appointments for multiple users.
Manage team calendars with defined hierarchy.
Invite users and create recurring activities.
Record completed activities automatically within customer records.
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Specify a dollar amount and associate a probability for each opportunity being worked upon. Attribute probabilities automatically based on the stage in the sales process.
Know what your pipeline is worth at any point. Run forecast reports for an individual sales rep, a sales manager (and the team), or the entire sales force. Filter the funnel based on a minimum probability.
Since you know the amount and probability associated with each lead, you know where to focus to meet your numbers.
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Generate customized quotes and proposals with a click of a button, apply discounts, and convert them into orders.
Enable your sales professionals to pick the right product or service and then create a customized quote on the fly.
Easily establish a quote approval process and support for multiple currencies.
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Get timely, fact-based insight into the entire sales process.
Soffront dashboards offer instant snapshots of sales key performance indicators (KPIs) including Sales Revenue Analytics, Forecasting, Sales Pipeline Analytics, etc.
Create reports easily without any technical know-how. With Soffront, business users can create custom tabular, detailed, trend, distribution or matrix reports.
You can create reports instantly using report designers that walk you through the required steps.
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