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Thema Consulting SA

Business Challenge:
Create a centralized repository for all data.
Provide a companywide flexible solution.
Improve the efficiency of the helpdesk and software development.
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.





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