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Thema Consulting Increases Efficiencies
by Thirty Percent Using Soffront CRM

Soffront Success Story

 

“We chose Soffront because it was web-based, it supported our current Oracle database, and the license costs were extremely competitive. In addition, we were impressed with the software’s customization capabilities”.


Francesco Mollisi,
Senior Consultant, 
Thema Consulting


Business Challenge:

  • Improve the efficiency of the helpdesk and software development

  • Create a centralized repository for all data

  • Provide a companywide flexible solution

  • Implement a solution that was easy to customize and would grow with the company

Solution:

  • Soffront CRM

Results:

  • Efficiency increased by thirty percent

  • Customer service and workflow improved

  • Easily accessible central database implemented for all customer data and defects

  • A simple to use, easily customizable solution created

THEMA Consulting is a leading independent provider of risk management, treasury and trading services and software, thanks to its competence gained in more than 20 years supporting major financial institutions in the capital market activities. By integrating financial, organization, and technological skills and through its own software platform MasterFinance, THEMA acts as a reliable partner able to assist clients facing transformation processes to achieve their business strategies. It’s team of specialists is dedicated to providing clients with the best support in the industry, through proven work methodologies and a continuous training process.
When THEMA Consulting went looking for a business solution for themselves in 1997, they used the same high standards they use to find solutions for their clients. They found what they were looking for in Soffront Software, a leader in CRM solutions for small to midsized companies around the world.

Challenge: Improve efficiency

“We wanted to improve the efficiency of our help desk and our software development processes,” said Francesco Mollisi, Experienced Senior Consultant at THEMA Consulting. “We needed to more effectively manage help desk tickets from our customers. In addition, our workflow for tracking and fixing software bugs—from detection to development to testing—needed to be streamlined.”

Solution: Soffront CRM

After researching numerous solutions, THEMA Consulting selected Soffront CRM. “We selected Soffront because it was web-based, it supported our current Oracle database, and the license costs were competitive,” explained Mollisi. “In addition, we were impressed with the software’s customization capabilities.”
Soffront provided a feature-rich solution that improved efficiency in customer service, help desk, and defect tracking. “Using Soffront, we found a solution that allowed us to access accurate information quickly,” added Mollisi. “We also enhanced our internal communications and automated bug tracking and help desk tickets.”

Meeting needs throughout the years

A Soffront customer since 1997, THEMA Consulting has relied on Soffront through the years to improve the efficiency of their help desk and software development. The company purchased software upgrades in 2000 and 2003. According to Mollisi, “We have stayed with Soffront because the software is feature-rich and flexible, allowing us to continually improve the workflow and integration of our help desk and software development.”

Another reason THEMA Consulting has continued to use Soffront is because of its simple, easy to use customization capabilities. Soffront allows a user to add fields on the fly, modify the views of each object, add new database tables, link to other parts of the system and create workflows–all without writing a single line of code. When these changes are completed, the system automatically generates all the code that is needed.

Thirty percent efficiency improvement

According to Mollisi, Soffront CRM saves the company time by improving workflow and reducing manual processes. “Using Soffront CRM, all of our processes are streamlined; we estimate we have gained thirty percent efficiency in all of our internal workflow processes.”

User friendly tools help create and manage forms, queries and reports, resulting in improved problem management. The software also improves the workflow for defect tracking and helpdesk tickets. Mollisi continued, “Soffront allows us to follow the defect through status updates, such as Open, Accept, To Test, and Closed.”

Soffront CRM helps THEMA Consulting manage their customer information more effectively. “We can now access a huge amount of data quickly. We are confident that this information is accurate, and we use this data to increase efficiency and improve management reporting,” said Mollisi. “The enhanced management of customer information has allowed us to dramatically improve our customer service.” 

Quality software, excellent customer service

“Soffront CRM is a robust solution that we can quickly customize to meet our changing business requirements,” Mollisi concluded. “We are pleased with the quality of the software and the excellent customer service that Soffront provides.”


About Soffront
Soffront Software Inc. has experience, technology and focus for mid market companies seeking CRM solutions. A pioneer of CRM since 1992, Soffront offers end-to-end, fully integrated CRM solutions spanning sales, marketing, customer service and employee help desk. With more than 500 CRM customers worldwide, Soffront’s installed base includes Fortune 500 companies, mid-sized businesses, federal, state, and local governments. Soffront is privately held, debt-free, and profitable.

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