Aug  2002                                                                                                

 

IN THIS ISSUE:

 From The President's Desk

 More accurate forecasting with Soffront CRM

Redline Communications implements Soffront CRM

 The value of Soffront Customization Tools

Soffront CRM Q&A

From The President's Desk

Welcome to this month’s letter. I hope you took a few days off from your busy schedule.

I am glad to share with you that Soffront will be advertising in the CRM Magazine, beginning November. Your comments are welcome - as always.

I have mentioned about the new classification of Soffront products in the recent newsletters. We have created a flash presentation to help you understand better. Please click here to review it.

Many of you enquired about the release date for Soffront 7.0.0.2. We are trying our best to release it by the end of this quarter. Please be patient. It has many useful features such as job scheduler , matrix reports, easy to define escalation rules, extensive personal preferences and NT authentication. You will receive an email when we release it, with more information on the new features.

I thank you for your time and look forward to the next month.


Manu Das, President 
manu@soffront.com  

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The value of Soffront Customization Tools

Adapt Soffront CRM to your business needs with Soffront Customization Tools. Customize not only for the initial deployment but also for the changing business needs. In conjunction with the configuration and individual personalization features of Soffront CRM, this powerful tool reduces your implementation costs, accelerates deployment, minimizes the risk of failure and protects your investment.

With Soffront Customization Tools, you can:

  • Customize the database by adding tables and fields.  Create new tables and clone from existing ones. Add and modify fields to existing tables.

  • Change the user interface by creating new forms and redesigning existing ones, with a drag-drop form designer.

  • Delete fields from tables and forms. The application ACTUALLY DELETES the field after after performing all necessary validations. It DOES NOT HIDE the field and bloat your system overheads.

  • Configure the workflow to match your business process.

All the customization is automatically ported when you upgrade to a new version. No need to re-do them!

For more information on Soffront Customization Tools, please
click here.

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Soffront CRM Q&A 

 

Question: Can I specify a sort order when defining a query in TrackWeb?

Answer: TrackWeb by default sorts on the ascending order of the sort field specified in a query. However, you can toggle the sort order from the query results by clicking on the hyperlink for the sort field. In fact, all the fields shown in the query results are sortable and you can change the sort field or the sort order in just one click.

The upcoming release, Soffront 7.0.0.2, will allow specifying the sort order - ascending or descending - while defining the query.

 

Question: Can I open multiple TrackWeb sessions on the same computer?

Answer: The current version of TrackWeb does not support multiple sessions on the same computer. However, this is a new feature that will be provided in our upcoming release, Soffront 7.0.0.2.

 

 

 

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More accurate forecasting with Soffront CRM

Soffront Sales comes with robust features for sales forecasting. Sales reps will never have to fill a forecast report again. But you know what the 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.

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. Set a confidence level for each member of the sales team. The confidence levels roll up the hierarchy and impact the forecast amount.

Drill down to details right from the report. A sales manager will get to see all the opportunities of his team members. Pick an opportunity and analyze further - where is this prospect based, what is he buying, what are the next steps planned etc. Your sales meeting suddenly turns so productive!

For more information on Soffront Sales, please
click here.

 

 

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Redline Communications implements Soffront CRM

Redline Communications Inc., a privately held Canadian company, has implemented Soffront CRM. Redline Communications selected Soffront’s CRM solution to ensure comprehensive customer service and support as the company launched its broadband fixed wireless solution.

“We implemented Soffront CRM to make certain that the highest levels of service and support were available to our customers at the introduction of our product,” said Jeff Mulvey, Director Technical Services at Redline Communications. Redline Communications is currently using Soffront CRM for web-based ticket submission, customer helpdesk and defect tracking. The company also plans to implement Soffront Laptop -- a feature of the software that allows field service workers to 
remotely access the CRM system, even without Internet connectivity. 

“Redline Communications looked at several other options but ultimately chose Soffront because it was easy to use, easy to customize, web-based and cost effective,” explained Andy Eu, Senior Field Engineer at Redline Communications. 

For the complete story, please click here.

 


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Soffront CRM Q&A 

Question: What is the maximum that can be stored in a Notes or Comments field? 

Answer: A Notes or Comments field is defined as 'Long Text' type in Track. The size of a 'long text' field is dependent on the database type. The maximum size limit is 3950 characters if the project is maintained in Oracle and it is 31499 characters if the project is maintained in MySQL or MS-SQL 2000.

Here's a table for quick reference:

Database Field type Maximum Size
MS-SQL 2000 Long text 31499 characters
Oracle Long text 3950 characters
MySQL Long text 31499 characters

Question: Is there any limit to the number of Notes or Comments that can be entered?

Answer: No. You can an enter UNLIMITED number of notes or comments. Enter as many notes or comments about an account or a ticket, as required.

The size restriction of 3950 or 31499 characters applies only to how much can be entered as part of a single note or comment.

 

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This newsletter is a monthly publication from Soffront Software, Inc.
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