|
Soffront Software, Inc., has announced the release of version 8.0 of its popular Soffront CRM solution. Soffront CRM v.8.0 reduces total cost of ownership
(TCO) and maximizes revenue generation through enhanced customization / configuration functionality and improved out-of-the-box support for industry best practices.
“Soffront CRM v.8.0 continues to build on three areas of expertise where we have proven
excellence: industry-leading customization, configuration, and best
practices support,” explained Manu Das, founder and president of Soffront. “More than 10 years of experience and product maturity has given us insight into
providing the best CRM solution in the industry for the mid-market. This newest release
demonstrates a commitment to our customers to continue to provide a
product that is feature rich, easy to use and immensely flexible.”
To see the complete press release, click here.
Top
Soffront CRM 8.0 supports the best practices in lead management. Built-in workflow distributes leads to your inside sales or tele-marketing, before they are assigned
to outside reps. The tele-marketing / inside sales team qualifies the lead and after qualification, the lead is assigned to the appropriate representative, based on territory or product
specialization or a combination of both. Specify rules with multiple conditions based on one or more fields. De-duplicate the leads based on rules you set. Flag
duplicates based on exact match or partial match. Define noise words like 'the', inc' etc which will normalize the search for duplicates.
The leads from the Web based campaigns are transferred to the CRM database automatically. Know who is assigned to the lead and where it is in the sales process,
using Soffront Sales. With Soffront Marketing, track which campaign produced the lead and measure the ROI from the campaign.
Top
 Soffront
CRM Q&A
Question:
What is a dashboard? How does it benefit users?
Answer:
The dashboard is the doorway to all information and applications that you need at work. The dashboard enhances productivity by aggregating diverse information and
applications into a single workspace. The dashboard provides the design fabric to integrate with external applications. Click
here to see a sample dashboard in CRM
8.0.
Personalize the dashboard for each individual. To illustrate a sales rep’s dashboard will present the day’s calendar, new leads for the day, hot
opportunities, customers with critical issues, email inbox and a quick search application. Where as the sales manager’s dashboard will feature the new leads for the team, hot
opportunities for the team, accounts lagging behind in the sales process apart from the email inbox and quick search applications. Each information stub or application
in the dashboard is called a gadget.
Top
.
|
Soffront's customization capabilities have been acclaimed time and again by prospects and customers. Here's a quote from Ensim Corporation:
“Without doing extensive programming or coding, we can easily define relationships with the business objects that make sense – giving us much more flexibility and
functionality. It is so customizable that we can make it fit our business processes instead of making us change to fit the software.”
- Director of IT,
Ensim Corporation
Ensim uses Soffront CRM for customer support help desk, self-service, sales and marketing automation. A detailed case study featuring Soffront's solution and the
benefits gained by Ensim is available from here.
Top
Soffront CRM 8.0 supports the best practices in sales or support process management. If a critical ticket or a hot lead has remained in the same state in the
workflow, send an automatic email notification to the manager. Update the status of the ticket / lead and re-assign it automatically. Apply
additional conditions like geography or product specialization for the rule, define the frequency at which to fire the rule and send email notifications to individuals or groups.
Define these rules over the Web with a browser. The rules are executed
by the NT scheduler engine.
Define auto-escalation rules for any workflow application - requirements definition, defect resolution, IT helpdesk, work orders, customer support, campaign planning
or sales process. Soffront CRM had already provided for a configurable workflow to match your business process. Auto escalation, ensures that you stay on top of
the process you define and take action when an exception occurs.
Top
Soffront
CRM Q&A
Question:
How do I build gadgets for the dashboard?
Answer:
Soffront CRM ships with pre-built gadgets for popular applications like quick search, email, calendar, knowledge base search and recent records. The
administrator can create new gadgets from queries and reports. Soffront CRM 8.0 ships with a Gadget Manager to accomplish this. More information on the various gadget types,
how to create them is available from the CRM 8.0 help file (keyword = "gadget").
While the administrator can set the dashboard layout (which gadget to be placed where, the size of the gadget and the color) for each user group, individual users can
override that and personalize to suit their specific needs.
Top
.
|
