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The direct
mail is a marketing campaign in which the promotional materials are delivered individually
to the potential customers via direct mail.
Soffront Direct Mail feature enables creation and execution of a direct mail campaign for
a target audience. It integrates Microsoft Word with TRACKWeb. This facilitates creation
of campaign messages in document format for the target audience and printing the messages
in the desired layout.
With Soffront Direct Mail:
- Create printable direct mailers
- Create mailing labels
- Fax direct mailers
Soffront Direct Mail provides a compelling solution for creating and executing
multi-channel campaigns. Create and send personalized direct mailers to your contacts.
Contact us to find out more about
this feature.
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Soffront Professional Services
Soffront Professional Services team is dedicated to ensure successful implementation of
your CRM project. We provide a full range of implementation services that incorporates the
best practices in CRM implementation. The team works closely with client companies to
understand their business needs. It helps to design, customize and deploy Soffront CRM
that fits to your business objectives on time and on budget.
The team comprises of experienced consultants who are dedicated to help you maximize the
power of your CRM solution. They possess the product knowledge, industry expertise,
technical skills, experience and resources to implement and customize Soffront CRM in
whatever way works best for you. Soffront implementation methodology is a proven,
repeatable process for the successful implementation of its technologies.
Click here for more information
on Soffront Professional Services.
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 Soffront CRM Q&A
Question: I want a complete view of support tickets – at the Company level –
similar to the way it shows in the contact level. Please note that there are one or more
contacts for a Company.
Answer:
You can do this with the flexible Linking Rules available with TRACKWeb.
1. From Rules Setup, click Linking Rules.
2. Click the New button to create a New rule
3. Fill in the necessary information in the New Linking Rule page and click the OK button.
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Synchronize your contacts,
tasks and calendar in TRACKWeb with Microsoft outlook and vice-versa using Soffront
Outlook Sync module and always stay synchronized.
Soffront Outlook Sync helps to synchronize the information between Microsoft-Outlook and
Soffront CRM database. It is used to transfer data to and from Soffront CRM database and
Microsoft Outlook.
There are three ways of performing the synchronization:
- From TRACKWeb to Microsoft Outlook
- From Microsoft Outlook to TRACKWeb
- Both directions
No matter where or which contact you modify, task you delete or calendar you edit; use
Soffront Outlook Sync and find the reflection in TRACKWeb and Microsoft Outlook.
Contact us to find out more
about this feature.
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Soffront CRM Q&A
Question: I need to create a query based on multiple tables. How do I do
it?
Answer:
You can do this with the SQL Query functionality. TRACKWeb provides a simple GUI to create
complex SQL queries with ‘Where’ conditions. Minimal SQL knowledge is required
to create this powerful SQL query.
1. In TRACKWeb, click ‘Query Manager’ from any table/tab.
2. Click on the ‘New’ icon.
3. You will be prompted to select a query type. Select ‘SQL Query’ and
click OK.
4. From the resulting interface, select the tables you want, specify the where clause and
create a query involving multiple tables.
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Soffront CRM Q&A
Question: I am the helpdesk manager of my company. I want to view all submitted tickets in
my dashboard. However, I want my Support Engineers to see only their assigned Tickets in
their dashboard. How can I implement this?
Answer:
The powerful
configurable features of TRACKWeb Gadget Manager let you specify different dashboard
settings for different user groups.
1. Create a gadget for All tickets and assign it to your dashboard.
2. Create a gadget for My Tickets and assigned it to your Support Engineer's dashboard.
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