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Bonnie Gouzias,
Business Systems Analyst for Excel Switching Corporation, was
tasked with identifying business process, functions and procedures
that could be enhanced, streamlined or eliminated through technology
solutions. Her main focus was implementing a Customer Relationship
Management (CRM) system that would take Excel successfully through a
corporate separation and provide an efficient system well into the
future of the newly invented company.
After a quick, yet efficient search, Excel chose Soffront Software,
Inc. as their CRM solution. Soffront is a leader in mid-market CRM
solutions.
“After requirements
documents were created, the project manager identified vendors (SalesLogix,
Siebel, Salesforce, Microsoft, and Soffront) that met Excel’s
criteria. Vendor demonstrations were conducted in house and via the
web. After reviewing all of the options, the steering committee
recommended Soffront CRM to executive management, and Soffront was
selected as the best solution for Excel”, explained Bonny
Gouzias.
Challenge:
-
Reinvent the
company as a more efficient organization
-
Create a unified
view of the customers with a single application
-
Provide a flexible
workflow that adapts to established processes
-
Easily add
customization for unique requirements
-
Proceed with a
phased rollout moving toward a complete solution
-
Implement easily
and rapidly with limited resources
Solution:
Results:
-
One corporate-wide
database that streamlined processes and saved money
-
Unified view of
the customer resulting in numerous improvement companywide
-
Process time
improved by 60%, saving approximately $72 per transaction
-
Completely capture
customer data, saving approximately $60 per transaction
-
Improved customer
satisfaction—64% increase in user satisfaction
-
Expanded sales
Automation
Click here to read
more
about this story.
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Module of the month - Soffront Order Processing
Soffront Order processing provides a
complete 360 degree view of customer, quote, order, purchase,
pricing, and shipping information. It fully automates the sales
order process to significantly improve order fulfillment, retain and
attract customers and boost service levels.
Soffront Order Processing is tightly integrated with Soffront CRM
and other back office products like Intuit's QuickBooks or Microsoft
Great Plains through Soffront's best in class Back Office
integration.
Key
Features:
-
Fully automated sales order processing to manage the entire
sales order lifecycle.
-
Complete view of order history and status across all departments.
-
Configurable workflow to match your order process.
-
Sales
commission calculation and profitability analysis.
-
Order delivery and
shipment tracking.
-
Automated
Back Order Management.
-
Dynamic
product configuration and management.
-
Integrated
with external back office systems.
Click here
for more about this module.
Soffront CRM
Components
We have a
new white paper that describes how Soffront offers an integrated
web-based CRM solution spanning marketing and sales force
automation; Quotation and Order management, customer service and
employee help desk functions of your organization.
Learn about,
Click
here
to know download this whitepaper.
Top
 Soffront
CRM Q&A
Question:
Does the
current release of TRACKWeb supports Mozilla Firefox?
Answer:
No,
TRACKWeb 8.5.0.0, our current release supports Netscape 7.1 and
Internet Explorer 5.5 and higher. The support for Mozilla Firefox
will be provided in our future release.
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