Have you upgraded to version 8.6? 

Customers love it! The new version adds a lot of power across the board and has been a success. 

A partial list of features:

Web Based Visual Workflow editor - Get user-friendly drag-and-drop functionality to map your business processes into Soffront.

Improved Business Rules - Advanced escalation and assignment rules.

Task Automation - Schedule tasks are automatically within any step of a workflow, ensuring that specific tasks are executed as planned.

Enhanced Outlook Integration - Easily link incoming and outgoing Outlook email messages to any record within CRM.

Superior Marketing Automation - A new marketing calendar increases visibility of marketing initiatives to all marketing and sales teams. An enhanced campaign report provides hyperlinks to view key metrics like campaign execution details, sent, duplicate, and invalid email counts.

Process Driven Quotation Engine - The powerful quotation engine in Soffront 8.6 comes with a pre-built approval process. A sales rep creates a quote and puts it for approval to the sales manager. 

Automated Email Processing - Soffront 8.6 provides a fast and efficient way to analyze incoming emails, create a Tickets or Defects, route it to the right agent, send an intelligent auto response and even selectively close the issue based on customer’s response.

Click here to read about more features of version 8.6.


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Soffront CRM Q&A 

Question: What are the browser settings to facilitate seamless Microsoft Office integration with Soffront CRM?

Answer:

• Open Internet Explorer. Go to Tools > Internet Options > Security and add the Soffront CRM site to the list of
  trusted sites.

• Click on the Custom Level button to check the settings for the ActiveX controls and
  Plug-ins section. Ensure that the Enable option is selected for each item.

• Ensure that Pop ups are enabled for the Soffront CRM site.

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Create winning surveys to measure customer feedback

Staying in tune with what the customer wants is crucial to retaining customers and acquiring new ones. Surveys can aid in many efforts, including identifying customer needs and wants, designing new products and services, determining pricing strategies, surveying customer loyalty and satisfaction and forecasting sales. Design a survey, send it automatically by email, measure the responses and take actions based on the analysis with the Soffront Survey feature.

• Design a survey, send it automatically by email, measure the responses and take actions based on the analysis.

• Create easy to fill up surveys, making efficient use of the customer's time.

• Design surveys that benefit not only the company but also the customer, by helping to create improved products and services and providing relevant feedback that is useful to the customer.

• View survey results consistently across the organization for collection and use of information.

Click here to find out more about this module.

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How Soffront offers an unique flexible architecture?

Zero footprint web browser
Soffront CRM is completely web based and operates from your browser. You access the application just as you would access a web site. There is no code required at the client. No need to download a plug-in or an applet. Standard browser access using open technologies like HTTP/XML provides you all the functionality.

3-layered architecture
The business logic is clearly delineated from the user interface and the data layers. The CRM application server does all the business logic, transactions and session management. The database is accessed only through the server.

Single integrated CRM application
All modules are inherently integrated with each other. The complete breadth of CRM functions spanning sales, marketing, customer support, employee support, partner management, defect tracking and customer portal applications are integrated by design. While the modules are pre-integrated, you have the flexibility to start with what you need now and activate the rest when you need them.

Flexibility by design
Design unlimited tables and forms with our drag-and-drop WYSIWYG form editor, map your business processes effortlessly using an intuitive graphical workflow designer, setup 1-many or many-many relations without any programming, Define business rules specific to your process and generate automatic actions/notifications.

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