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To run a
successful business, you need to be free to focus on your
business, and not worry about infrastructure requirements,
maintenance, and upgrades. You should be able to focus on your
customers and business objectives, rather than the challenges of
changing IT infrastructures and staffing needs.
Soffront's "On-Demand" service offers capabilities that are not
usually available with hosted applications, including unmatched
breadth and depth of features, and powerful customization. It
has the ability to grow with your business, allowing you to
migrate your system in-house without losing existing
customizations or integrations. The completely web based CRM
infrastructure and zero footprint browser interface ensure
you'll be up and running in just days.
Click
here
to know more about this service.
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A popular new feature of version 8.7 is the capability to setup
recurring opportunities and activities in daily, weekly,
monthly, and yearly patterns. Sales, marketing and customer
service teams can now increase efficiency and productivity by
automatically creating recurring events, such as repeat
appointments, meetings, and maintenance renewals.
“This feature saves time and helps avoid human error. You can
schedule a weekly meeting for your sales team or a monthly service
renewal for your customers, and you are confident that the CRM
system will automatically remind you,” said Manu Das, president of
Soffront. “Because this feature improves productivity and
confidence, it also helps increase revenue and provide better
customer service,” Das concluded.
Click
here
to read the full story.
Soffront project management solution ensures service and
delivery excellence. It enables companies to improve utilization
by keeping the right resources on the right project and an easy
way to track and monitor all time and expense related data. It
provides a central location for managing the key aspects of
projects, including their status and target completion dates.
Manage and plan resources based on skills and availability.
Resolve conflicts in project schedules and get better visibility
into key project activities. Enter your expenses and submit them
for approval. Project costs are calculated automatically based
on hours worked vs. hourly rate of resources. Track the amount
of time a resource spends on a task associated with a project.
Manage project time through creation, submission, and approval..
Click
here
to know more about this module.
 Soffront
CRM Q&A
Question:
How can I schedule
reports to be automatically run and sent to my user(s) in version
8.7?
Answer: Soffront
allows you to run a report on a scheduled basis for any pre-saved
reports, and automatically send this to yourself or any users in the
system. To do this, simply go to Report Manager. Select the report
that you would like to run on schedule. Click on the Report
Scheduler icon. This will bring up a form to name the task, schedule
the date/time and interval, plus an option to select the users that
should receive the report via email. Click Save when done.
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