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Another
quarter has passed.
During this quarter, we found, business conditions improved
significantly but customers expected
a high return on investment (ROI). We
have benefited from this! We had a profitable quarter
and we are looking forward to
the next quarter with great
optimism.
We have added 20 new
customers during this
quarter. Many selected our full
CRM suite - from sales to marketing to
customer service. A
fully integrated CRM solution is
a winner! It helps you to manage your campaigns,
distribute your leads, follow your sales process, and
provide service to your customers using all touch points - email, live chat, web
and phone calls. Our solution continues to provide the best
ROI to our CRM customers by reducing costs, increasing
revenues and earning customer loyalty.
I
am glad to share
with you that HP
has awarded Soffront
the 'Certificate of Vendor Appreciation' to recognize our
outstanding customer service.
In
the products side, we released version 7.0.0.1
early this month to our
customers worldwide. This release offers many requested
features and resolves a
few issues. I invite
you to upgrade to this latest version.
If you are using versions prior to 7.0, please contact your Soffront
account/support representative, or your Soffront
partner/reseller at your earliest convenience. Upgrading to the
latest version will ensure faster response to all
of your queries.
I
hope you are having a good month. Please keep in touch with us.
I
appreciate your time and look forward to reaching you with the
next month's letter.
Manu
Das , President
manu@soffront.com
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You
pay top dollars for leads. Make sure they are acted on.
Soffront provides a complete solution for effective lead
management.
With
Soffront Leads, you can collect leads from your Website with a
fully configurable form and transfer them to the Soffront CRM
database. The prospects who register at your website to download
white papers, attend webinars or request demos are part of the
integrated CRM database.
With
Soffront Sales, all leads, regardless of origin - web,
phone call, e-mail or a list - reside in
one place. Assign leads automatically,
based on configurable territory rules. You know what
stage a lead is in
your sales process and the person
responsible.
Use
Soffront Business Rules to enforce and
monitor your sales process rules. Soffront Business Rules
monitors your real-time data and alerts
or takes actions based
on configurable rules. For example, if a ‘hot’
new lead is not acted on for two days you can re-assign it.
Similarly, a sales manager can receive an automatic e-mail if a
lead stays at the same stage of a sales process for more than a
pre-defined period.
Top
 Soffront
CRM Q&A
Question:
How do I
define the default submenu for a group?
Answer:
1.
In the Setup User Groups box, click the 'Sub Menus' button
2. From the resulting Setup Sub Menu box, select the User Group
for whom you want to specify the sub-menu. For example, if you
have an User Group called Sales you can select that.
3. Select the Table for which you want the sub-menu. For example,
you can select Accounts if you want to specify a sub-menu for
Accounts.
4. The 'Available Items' list box below, will now show the queries
and reports that are available for 'Accounts'. Select a query or
report from the Available items box and add it to the 'Selected
items' list. You can add more than one query or report to the
'Select items' list.
5. Click the 'Save' button
6.The selected queries/reports will now reflect in the sub-menu
for that table and group
Tip
1. The sub-menu provides one-click access to the favorite queries
and reports. You users can access the queries/reports, without
worrying about the details behind them. For example, your sales
force can access queries for common tasks like 'Today's
activities', 'My new leads', 'My funnel' through the sub menu for
the Sales group.
2.
Sub-menus guide your new users to perform the expected actions,
thereby shortening the learning curve.
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