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Manage and Monitor Business Rules
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Business Rules
“With Soffront, the tickets are routed immediately using rules based on the employee's location and the type of problem identified. We selected Soffront over other CRM solutions because it offered a robust, feature-rich, web-based solution that was also easy to customize”

Tom Ridinger, Avocent Corporation
 
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Soffront Business Rules

Soffront Business Rules is the business rules engine that runs 24X7 to monitor your business process. Define rules specific to your process, monitor them and generate automatic actions/notifications when the rule is hit. Harness the full power of Soffront CRM, with Soffront Business Rules. 

Leverage Business Rules in Sales, Marketing, Customer Support and Employee Support functions.

Business Rules in Sales
Re-assign a ‘hot’ new lead, if it has not been acted on for two days. 
Send an alert e-mail to the sales manager, if a lead is in the same stage of the sales process, for more than a pre-defined time.

Business Rules in Marketing
Stop a campaign at a pre-set date/time or when the targeted results have been achieved. 
If the response rate in a tele-marketing campaign is below par, augment it with an automatic email campaign. Send an automatic email alert to the press /analysts, when a press release is made.

Business Rules in Customer Support 
Escalate a ‘low’ priority ticket to ‘high’ priority, if it has not been resolved for over 72 hours. 
Send an alert e-mail to the account manager, if a ‘critical' ticket or defect has not been resolved for over 12 hours.

Business Rules in Employee Support 
Monitor renewals for leased assets and generate an automatic notification two weeks before the expiry date. The notification email will have a pointer to the particular asset record that has details about the lease. 

Send an alert to the IT Manager, if a 'severe' ticket has not been resolved for over 24 hours.

Key Features
  • Multi-level window interface for defining notifications and conditional field updates 

  • Set conditions on all fields of tables, plus their change history tables

  • Create one-time/recurring jobs to run the rules and schedule them

  • Window interface for viewing and printing detail of all rules defined in the project

  • E-mail notification capability using Microsoft Mail, Microsoft Exchange, Internet Mail

 

Soffront CRM Solutions

Sales Force Automation
Sales Management
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Pipeline Management
Mobile Sales
Sales Commissions Mgmt

Sales Order Processing
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Quotation and Invoicing
Inventory Management
Shipping & RMA

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Marketing Automation
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Email Campaigning
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Tele-marketing
Marketing Analytics

Issue/Project Management
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Product Release Mgmt
Time & Cost tracking
Project Management

Customer Help Desk
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Customer Portal
Customer Self Service
Customer Survey
SLA Management

Partner Management
CRM Portal
Partner Lead Distribution
Partner Self-service
Partner Order processing

Helpdesk Software
Employee Help Desk
Multi Channel Contact Center
Mobile Support
Asset Management
Employee Portal
Employee Self Service
Employee Survey

Customization and Integration
Form Designer
Workflow Designer
Object API
Web Services
Back office integration


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