|
Welcome to this month’s letter. I hope you are enjoying the summer weather.
Business environment has been improving. I am optimistic about the second half of the year. I hope you are too.
In the previous month’s letter, I wrote about our new product classification. Soffront CRM products are offered under the following umbrella of
these solutions:
Our website has been updated with this latest information. Please visit
www.soffront.com for details.
During the last few months, we have been working towards version 7.0.0.2 of Soffront
CRM. One of the main goals of this version has been to implement many requests from our current customers and to offer additional customizations to your end-users. We hope to release this version soon. We will notify you when it is available. You may also visit our website
or contact your account manager or reseller.
Many of you had enquired about online training. I am glad to announce that the Soffront end-user training and administrator training are now available online. Please contact your Account Manager or reseller for details.
I thank you for your time and look forward to the next month.
Manu Das, President
manu@soffront.com
Top
Soffront Customer Portal is a container that aggregates all ‘external facing’ Soffront CRM applications. Integrate not only the Soffront CRM applications but also other applications. Soffront applications like Web Tickets, Self-Service, and Multi-Channel Contact Center can be offered through the portal. The applications that appear in the portal and the layout are personalized for the individual user.
Use the portal for cross sell and up sell. Show relevant alerts and banner ads when the customer log in. Provide product literature, the list of products purchased and reinforce recent quotations through the portal. Interface with other e-commerce applications to complete a transaction.
The portal is integrated with the ‘internal facing’ CRM applications like Soffront Sales, Soffront Marketing and Soffront Customer Helpdesk. Leverage the information in the unified CRM database to enhance the customer experience at the portal. Conduct a survey from the portal and use the insights for 1-to-1 marketing campaigns executed from Soffront Marketing.
For more information on Soffront
Customer Portal, please
click
here.
Top
Improving sales force productivity with the Quotes engine
The sales person should focus on closing the deal rather than on a regular sales activity like generating quotes. The Soffront Quotes engine sharpens that focus by minimizing the time spent on quote generation. Generate quotes that total up automatically when the line items are chosen. The appropriate sales tax and any shipping/handling charges appear automatically in the quote. Personalize the look with your logo and add prospect specific notes in each quote. Print the quote or email it or save it as a HTML file. Revise the quote and re-send in a flash.
The Quotes engine is fully integrated with the product definitions. The Product Manager defines the product, sets the price, discount rules and configuration rules, which are automatically enforced, when a quote is generated.
Top
|
Need to make a decision, but have no facts to base it upon. With Soffront CRM, you no longer have to shoot in the dark. Enter ‘Matrix reports. The inherent flexibility in defining new fields is harnessed with the power of matrix reports.
Matrix reports are two dimensional, user configurable reports. The reports provide aggregate functions like Minimum, Maximum, Average, and Standard Deviation etc. Analyze thousands of records, across different parameters, within a few seconds. Design the reports based on a query or a table, and render in tabular, line or bar chart formats. Follow the hyperlinks in the report cell to drill down to details.
Here are a couple of applications where the matrix reports will come in handy:
- Want to know what are the campaigns that are giving the returns? Design a report, which gives a table of Opportunities Vs Campaigns. Know not only the total number of opportunities but also the break-up across different stages of the sales process. For each campaign, get the minimum, maximum and total value of the closed opportunities. Want to know more about the opportunity that gave you the maximum value – just click on the hyperlink and drill down.
- Want to understand where your support issues are coming from? What products result in maximum support issues? Design a report that gives a table of Products Vs Tickets. Know not only the total number of tickets per product but also the break-up across different stages of the support process. Know the count of closed and escalated tickets for the previous quarter and set objectives for the next quarter based on the average numbers.
Top
ProLink uses Soffront CRM in every department of the company to improve customer service -- their number one priority, as the majority of the company’s sales come from referrals. Soffront CRM helps the company effectively manage the entire sales and support process from beginning to end, using integrated applications for sales force automation, customer service, asset management and auditing, and knowledge management. In addition, a defect-tracking module in Soffront CRM assists ProLink in product development.
ProLink began using Soffront CRM on an ASP model in August of 2001, and switched to a permanent license in May 2002. “We decided to bring the product in-house after a year with the ASP model because we were very happy with the results it gave us,” stated Pannone, Product Manager at ProLink.
For the complete press release, please click
here
Top
 Soffront
CRM Q&A
Question:
I want to set up email notifications for myself. This rule will apply only to me and not all users. How do I do it?
Answer:
Set up a notification rule using TRACKWeb to accomplish this. Notifications defined here apply only for the individual who defines the
rule. This is different from the administrator provided notification rules that operate based on the workflow and are applicable to all users in a user group.
For example, as the product manager of a particular product, you can specify a rule to receive email notification when a ‘severe’ ticket pertaining to a particular product is raised.
Define the rule from the Setup > Notifications menu in
TrackWeb. Click New from the menu, choose the object, specify the
action and set the filter condition that will trigger the
rule.
Top
|
