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This new white paper from Soffront looks into:
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The challenges faced by Mid-size businesses
(MSBs).
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How CRM can be one of the approaches to meet these challenges?
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Features of an ideal CRM solution for
MSBs.
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Elaborates Soffront CRM application’s features and their adaptability.
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How Soffront CRM can help in achieving lower than average total cost of ownership.
This white paper was authored by Joe Outlaw, President and Chief Analyst, Outlaw Research LLC.
Click here to request the white paper.
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Partner Portal - provide an extended enterprise for your partners
Soffront Partner Portal extends the power of Soffront CRM to your website and enables your company to effectively collaborate
with partners, streamline sales efficiency, gain partner loyalty and ultimately increase mutual profitability.
- Successful Partner Collaboration
Partners can use the partner portal to collaboratively sell, service and market to end customers.
- Improve reseller productivity
Equip partners with the ability to self-assist 24/7 using an online knowledge base thus
accelerating productivity and reducing
partner administrative cost.
- Acquire a cutting-edge over competition
Implement the smart PRM solution and surge ahead with efficient Management of opportunities, real-time access to partners for
maximum sales advantage.
- Fast deployment
The partner portal gadgets are integral components of the core CRM application. The content to be aggregated in the portal is
already available if you have the core CRM application.
- Release independence
When the core CRM application is upgraded, the portal gadgets are also automatically upgraded. This means that the portal
gadgets will never go out of sync with the core CRM application.
Click here for more information on Soffront Partner Portal.
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 Soffront CRM Q&A
Question: How can
we view files attached with records?
Answer:
The following procedure displays a file attachment. The attached file's associated program starts when you click on it.
1.Display the record with the attachment.
2.Click Attach/Detach files icon.
3.Under Attached files, click the file to view.
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Staying in tune with customers is crucial to all businesses. It helps to retain current customers and acquire new ones.
Conducting secure surveys to assess customer satisfaction levels and understand customer needs is an effective way to do
that. Track customer service levels and trends in customer satisfaction to uncover potential issues and take steps to
proactively address them.
Key Features:
- Assess customer satisfaction level with every ticket
Send an automatic email when a ticket is closed to solicit feedback on the customer experience with the ticket.
- Conduct Surveys to determine and optimize Marketing strategy
Identify the pulse of the customer on product direction or product positioning.
Conduct surveys to understand email and media
preferences and run campaigns targeted at those who are more likely to respond.
- Measure responses and run reports
Analyze the nature of your top customer responses to gain valuable insight into customer satisfaction issues.
Managers and supervisors have instant access to survey responses, to generate an objective measure of 'customer satisfaction' and make informed decisions.
- Take actions based on survey responses
The Surveys feature is integrated with Soffront Business Rules to automatically
analyze the survey responses and take
automatic actions.
Click here for more information on Soffront Automatic Surveys.
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Soffront CRM Q&A
Question: How can my helpdesk supervisor get a notification if a critical ticket remains open for 3 days?
Answer:
You can setup Escalation Rules to send notification when the status of a ticket does not change for a pre-defined duration.
To set an Escalation Rule, use the procedure outlined below -
1. Log into TrackWeb, on the Task Bar, click on Setup.
2. From Rules setup, click on Escalation Rules. Click on the New button.
3. In the Name box, type a name for your rule.
4. In the On box, select the Table (Ticket/HD Ticket) from the dropdown list on which you want to set an escalation rule.
5. Under Rule condition, select the duration (in Minutes/Hours/Days/Weeks) for which the status of a ticket doesn't change before the rule fires itself.
6. Under the Whom to notify option, you can do the following:
A. Check the Send email to these addresses box, and specify the addresses to whom you want to send the notification on the rule being fired.
B. Check the Send email to these groups box and select the TRACKWeb groups from the list to whom you want to send this notification.
c. Check the Send email to these users box and select the users from the accompanying list to specify the TRACKWeb users to whom you want to send a notification.
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