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Soffront Software announced the release of version 7.0 of
its popular TRACKWeb CRM™
product. Soffront CRM is a single application consisting of
several tightly integrated modules including: internal and
external help desk management (TRACKWeb Help Desk), sales force
and marketing automation (TRACKWeb Sales), asset management
(TRACKWeb Assets) and self-service knowledge management (TRACKWeb
KMS) applications. Customers can purchase only the modules
that they currently need, with the option of activating the others
when or if they are required.
Soffront's
products are known for being the most customizable and easy to use
in the industry. Continuing that legacy, version 7.0
contains several new features designed to improve a customer's
bottom line and increase profitability.
"The
focus of this version is to provide our customers with the tools
they need to conduct their business more efficiently, enjoy a
quick return on investment (ROI), and earn loyalty with their
customers," says Manu Das, the founder and President of
Soffront.
Another
focus of 7.0 is to speed up the deployment process. "Soffront currently offers a two-week
installation guarantee, the shortest time in the CRM
industry," says Mr. Das. "We wouldn't be able to
offer such an extraordinary guarantee without further improving
our product, the installation process, and the ease of
customization."
Click
here
to see the full press release.
Top5
 TRACK
/ TRACKWeb Q&As
Question:
How do I configure a new TRACKWeb user?
Answer:
1. On the Task Bar, click Setup.
2. From Global Setup, click Setup User.
3. In the User Name box, enter a user name, up to 31 characters. This case-sensitive field cannot
contain any special characters or symbols.
4. In the Full Name box, enter the full name.
5. In the User Group list, click the user group.
6. In the Telephone box, enter the phone number.
7. In the Mail System list, click the email system.
8. From the Mail Login ID box:
If you selected TRACK Mail, enter the name from the User Name box,
as you did in step 3.
If you selected MAPI Mail, enter the user name
from the profile configured in the email application.
If you selected SMTP Mail, then enter the
user's domain-based email address. For example: bob@bigcompany.com.
9. If you have purchased a Dedicated License and want to dedicate
a license to this user, from the License list, click Dedicated.
Only an "admin" can do this step.
The Disabled User check box enables locked users and cannot be selected.
10. Click Add.
11. Click Password.
12. In the Password box, type a password for the user, and then click OK.
13. Click Update.
Question:
Can I access my
e-mails from TrackWeb?
Answer:
Yes you can. TrackWeb is tightly integrated with
Outlook.
Click
"Setup" on the menu page. The available options under
Setup appear in the left pane. Click 'Outlook' under 'User Setup'
and choose the default folder. This folder is now mapped to the
menu on the top. To illustrate if you choose 'Inbox' as your
default folder, it will appear as a tab on the menu. Clicking
'Inbox' will display your mail items in the Inbox.
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