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Soffront's
Off-the-Shelf seamless integration with Intuit QuickBooks allows
every department in your organization to use
one system to track all
aspects of a product or service. Preserve the investment in your
accounting system while extending critical "back office" application
functions into the "front office". This integration will allow real
time access to customer information in QuickBooks to help close
sales, improve service and improve collections.
Benefits of this
integration are:
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Avoid redundant
data entry in two systems
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Automatically
create new customer accounts in QuickBooks
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Effectively
identify cross sell and up sell opportunities
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Provide easy
access to purchase history information
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Quickly assist
customers with order status
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Generate more
accurate invoice and proposals
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Analyze better
with pre-built intelligent reports like profit and loss report,
expense report, etc
Click here to find out
more about this
integration.
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 Soffront
CRM Q&A
Question:
What are
the license options provided by Soffront?
Answer:
Soffront offers its products with a choice of floating or
dedicated licenses, or any combination of both.
Floating licenses: It is the number of users that can access the
application simultaneously - irrespective of who logs in.
Dedicated licenses: These licenses are assigned to specific users
and only those users can access the application.
Example:
If you purchase 2 dedicated and 5 floating licenses then in addition
to the administrator, a total of 7 users can simultaneously access
the application. The 2 dedicated licenses cannot be used by any
other users except the two assigned, but 5 floating licenses can be
used by any 5 users.
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Issue tracking with Configuration Management
integration
Soffront adds a new level of
productivity and effectiveness to it's
customer support and
defect
tracking applications by integrating Perforce Software’s Software
Configuration Management (SCM) system with Soffront CRM.
The bi-directional integration allows users to work in the
application with which they are most comfortable. Developers can
work entirely within Perforce without having to switch to the defect
tracker and re-enter data. In both environments, users can see
relevant data related to source changes and their relation to change
requests entered in the Soffront system.
“Defect tracking is an important part of our integrated CRM
strategy,” said Mr. Manu Das,
president and founder of Soffront. “This
integration will increase developers’ productivity by allowing them
to easily track and verify the completed work associated with each
defect.”
"We often hear that developers want tools tailored for specific
development tasks rather than using a single corporate system," said
Kathy Baldanza, vice president of engineering at Perforce Software.
"This integration provides software engineers another strong
solution for SCM and defect tracking."
Click here
to
view
the complete story.
Module of
the month - Soffront Outlook integration
Soffront Outlook integration comes embedded right into Outlook. This enables
two way capture of outlook messages in the CRM database with a
single click, and secured sharing of contact, calendar, and task
information between Soffront CRM and Outlook. This captures a
complete history of customer interactions and activities and
offers increased productivity and effectiveness.
Benefits of this
integration are:
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Import and export data
across TRACKWeb and Outlook.
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Capture critical
customer information in TRACKWeb from Outlook.
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Share list of contacts,
tasks, and activities.
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Share functionalities of
Outlook in TRACKWeb.
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Plan and schedule
appointments using Outlook and TRACKWeb calendar.
Click
here to
know more about this solution.
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