Customer Relationship Management Software


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Proven Implementation Methodology
and Best Practices

Soffront Professional Services: CRM Solutions

Soffront Professional Services 
Soffront SmoothStart is a proven implementation methodology that incorporates the best practices in CRM implementation. The built-to-adapt Soffront solution and the proven methodology ensure the success of your implementation, within a matter of days.

You work jointly with Soffront Professional Services to reduce implementation costs. The table below summarizes the key tasks/milestones, the expected dates of completion and the owner for each task.

Related Information
On-Demand CRM
Training
Screenshot Demo
Datasheets & Presentations
Architecture 
Soffront CRM 8.7
Other Information
CRM White papers
Related Solutions
Sales Automation
Marketing Automation
Customer Support
Employee Support
CRM Portal

Send Soffront CRM, Helpdesk and Sale Force Automation Software Info.
Soffront's Proven Implementation Methodology
# Task/Milestone Owner Comments
1 PO released Customer  
2 Kick-off meeting Soffront Introduction meeting that identifies the team members involved. The customer will be provided instructions on how to access the out-of-the-box solution, hosted by Soffront
3 Assessment Customer Soffront will guide you through the process. If the customer desires so, Soffront can take ownership for this. Results in a requirements definition document
4 Requirements Definition Customer Soffront can take ownership for this, if desired by the customer
5 Statement of Work Soffront Soffront prepares this based on the Requirements Definition document
6 Finalized agreement Customer This is the basis on which implementation project begins
7 Begin implementation Soffront Customer will have access to a test server during implementation
8 End implementation Soffront  
9 Acceptance testing Customer At this stage, it is the implementation team that is involved in the testing
10 Installation and setup Soffront This is the installation and setup of the customized project at the customer premises
11 User acceptance testing Customer At this stage, end users can take part in the testing
12 Training Soffront Includes administrator and end user training. Can be conducted at different times
13 Deployment Customer Live deployment
14 Follow up Soffront Soffront technical

Soffront CRM Solutions

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

Sales Order Processing
Order Lifecycle Management
Quotation and Invoicing
Inventory Management
Shipping & RMA

CRM Analytics
Dashboards & Reporting

Marketing Automation
Marketing Management
Email Campaigning
Direct Mail Campaigning
Tele-marketing
Marketing Analytics

Issue/Project Management
Defect Management
Test case Management
Product Release Mgmt
Time & Cost tracking
Project Management

Customer Help Desk
Customer Support
Multi Channel Contact Center
Mobile Support
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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