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We have a new
white paper that explains why Soffront is the most effective
choice for Mid-market CRM.
The white paper delves into the following topics:
-
The unique needs
of the mid-market.
-
CRM systems - the
competitive advantage for the mid-market company.
-
Choosing CRM
software – warning signs for the mid-market.
-
Soffront – Leader
in mid-market CRM.
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Ease of
customization and automatic generation of code.
-
Many-to-many
object relationship.
-
Real time
access … anywhere.
Click
here to request this whitepaper.
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Module of the month – Outlook Integration
Soffront offers an advanced Outlook Integration as a simple and
user-friendly value addition to Soffront CRM.
Typical concerns of Companies investigating Outlook application
integration are:
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Lack of accessibility across
applications.
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Lack of planning and
scheduling of activities and tasks.
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Inability to access the CRM
solution 24 x 7.
Soffront Outlook
integration tries to address these
issues by allowing users to
work more productively in the critical application that they use
most - Microsoft Outlook.
The key benefits of Soffront Outlook Integration are:
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Import and export data
across multiple applications.
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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 find out
more
about this module.
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Soffront
participated in the DCI CRM Conference and Exposition ‘2004. The
event provided a complete CRM education with focus on:
- A clear
understanding of how to build a strategic CRM master plan and
how to implement it.
- Case studies
on how mid to large enterprise companies are using CRM
technologies successfully to increase revenue and reduce costs.
- A methodology
for determining and measuring ROI to cost justify CRM
investments.
- An overview of
the products available for each of the above mentioned CRM
solutions.
- Expert advice
on which product may be right for respective companies.
Soffront was a
prominent participant and was well received throughout the event.
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 Soffront
CRM Q&A
Question:
How can
my Customer Support Manager get an automatic notification if a
critical ticket remains open for more than 2 days?
Answer:
You can setup Escalation Rules to send notification when the status
of a ticket does not change for a pre-defined duration.
To set an Escalation Rule, use the procedure outlined below -
1. Log on to TRACKWeb.
2. On the Task Bar, click Setup.
3. From Rules setup, click Escalation Rules. Click the New icon.
4. In the Name box, enter the name for your rule.
5. Select the Table from the on: box drop-down list on which you
want to set an escalation rule.
6. Under Rule condition, select the duration (in
Minutes/Hours/Days/Weeks) for which the status of a ticket doesn't
change before the rule fires itself.
7. Under the Whom to notify option, you can do the following:
a) Check the Send email to these addresses box, and specify the addresses
to whom you want to send the notification on the rule being fired.
b) Check the Send email to these groups box and select the TRACKWeb
groups from the list to whom you want to send this notification.
c) Check the Send email to these users box and select the users from the
accompanying list to specify the TRACKWeb users to whom you want to
send a notification.
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