Sales Automation

Soffront CRM allows us to improve in numerous areas. We can now better manage our sales cycle, produce superior sales reports, and more thoroughly track and report on congressionally mandated outreach requirements.

Wayne Gardella, Export-Import Bank of the United States

Fine-tune your Sales Process

Define and follow the sales process that works for you. Implement a sales process that can be used by your entire team. Layout your sales process and guide your sales team to follow that process to avoid mistakes.

Break your sales cycle into stages such as leads, prospects, opportunities, and customers and define tasks for each stage.

Soffront Lead Management

Know exactly where each lead has come from and all interactions. Qualify and track leads from multiple campaigns and hand them off to the correct sales representative.

Maximize the lead-generation potential of your web site through easy to configure web forms and capture leads from your website directly into CRM.

Outlook and MS Office Integration

We integrate seamlessly with Microsoft Outlook, Excel, and Word.

Use either Outlook or Soffront to communicate with customers with the assurance that everything can be captured in Soffront for company wide visibility. Easily export CRM data into Excel for analysis in a familiar environment. You can slice and dice and filter the data in CRM before the export.

Calendar and Activity Management

Schedule sales tasks and follow-up activities and set reminders for appointments. Invite users and create recurring activities. Automatically forward activities to the next follow-up date when an activity is completed.

Record completed activities automatically within customer records.

Opportunity and Forecasting

Specify a dollar amount and associate a probability for each opportunity being worked upon. Attribute probabilities automatically based on the stage in the sales process.

Know what your pipeline is worth at any point. Run forecast reports for an individual sales rep, a sales manager (and the team), or the entire sales force.

Quote and Proposal Management

Enable your sales professionals to pick the right product or service and then create a customized quote on the fly.

Generate customized quotes and proposals with a click of a button, apply discounts, and convert them into orders.

Soffront Analytics for Sales

Get timely, fact-based insight into the entire sales process for continuous improvement. Sales dashboards offer instant snapshots of sales key performance indicators (KPIs) including sales performance, forecasting, sales pipeline analytics, team efficiency etc.