July 2003                                                                                                

 

IN THIS ISSUE:

 Best Practices in Technical Support

 What our customers say

 Campaign tracking and ROI reports

 Pipeline reports and forecasting

Soffront CRM Q&A

Best Practices in Technical Support

San Jose State University and Soffront present a Webex seminar on "Top-notch Technical Support on a Tight Budget".

When: Thursday, 7th August 2003 @ 11:00 AM PDT / 2:00 PM Eastern
Where: Webcast

Keynote Speaker: 
Francoise Tourniaire, PhD, President, FT Works

With close to 20 years, experience in post-sales support in the technology industry, Ms. Tourniaire helps companies create and improve their support operations through consulting engagements, training, coaching, and self-help tools. She's the author of Just Enough CRM, a practical blueprint to selecting and implementing CRM systems, The Art of Software Support, a complete guide to setting up and running successful support operations, and numerous booklets on related topics. She is an active contributor to support industry magazines and conferences. More information about Ms. Tourniaire and FT Works can be found at www.ftworks.com.

Seats are limited. Register here.



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Pipeline reports and forecasting

With Soffront Sales, you know where to focus and have clear, immediate visibility to the sales pipeline. Enter a dollar amount and associate a probability for each opportunity. Attribute probabilities automatically based on the stage in the sales process. Your sales rep will never fill out a forecast report again. But you know your pipeline's worth at any time. Sales reps can focus on activities around the right opportunities to enhance their effectiveness.

Run forecast reports for an individual sales rep, a sales manager, or for a particular territory. Filter the funnel based on a minimum probability. See the forecast report for a particular rep, the manager and all his/her reps or for a particular territory. Drill down on each item in the forecast report and understand where each opportunity is from and see all notes / interactions associated with it. Project it from your LCD projector and make your sales meetings a lot more effective.

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Soffront CRM Q&A 

 

Question: What are the typical applications for the file attachment feature in TrackWeb?

Answer:

TrackWeb allows users to attach files to a record. There are no limits to the number of files that can be attached. Since, the files are stored in the server, a dispersed team can access the attached files over the Web using a browser.

Sales / Marketing can use this feature to share RFPs, response to RFPs and contract information. Support and Service personnel can share screenshots and requirements using this feature. 

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What our customers say

“Since our sales cycle is lengthy, the amount of data we need to track, analyze and share is huge. Soffront has allowed us to manage the sales process more effectively and accurately...Soffront provides us with an easy to use solution that was quickly up and running after purchase. We now know exactly where we are at any given moment in the sales cycle. We can quickly and easily monitor, analyze and report on every in-progress opportunity, a capability that is allowing us to dramatically improve our sales process.” 
            - Jon Loveless, Director of Sales Support
                                          Delphi Technology, Inc.



Three features of the software are of particular importance to the day to day sales and marketing process at dti: pipeline reports, campaign/event tracking, and ease of attaching files to an account. 

Please click here to see the complete story.






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Campaign tracking and ROI reports

With Soffront Marketing you can plan and monitor multi-channel, multi-stage campaigns. In conjunction with the Batch Mail Manager, you have a platform to plan, execute and monitor multi-stage email campaigns. Soffront Marketing provides the following reports to enhance your marketing effectiveness:

Campaign Activity Detail Report
Presents you with click-thru details for email campaigns.

Campaign Performance Report
Provides conversion details for Web based campaigns & email campaigns and gives cost per lead for each campaign.

Marketing ROI report
Provides ROI for all campaigns - events, Web campaigns, email campaigns and direct marketing.



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Soffront CRM Q&A 

 

Question: How do I attach files to a record?

Answer:

Use the following steps to attach a file to a record:
1.Display the record.
2.Click Attach ().
3.In the Attachments window, click Browse.
4.Select the file to attach.
5.Click Open.
6.Click Attach.

The attached file displays under Attached files. 


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This newsletter is a monthly publication from Soffront Software, Inc.
Soffront Software, Inc.: 45437 Warm Springs, Blvd. Fremont, CA 94539.  Phone: 510-413-9000  Fax: 510-413-9027
Copyright © 2003. Soffront Software, Inc. All rights reserved.