The document summarizes the key features of the Soffront sales automation system. It allows users to [1] improve their sales process and forecasting abilities, [2] manage tasks, activities, documents and opportunities, and [3] integrate with Microsoft Office applications. The system provides tools to define sales stages, assign probabilities and dollar values to opportunities, create quotes and proposals, and monitor key performance indicators for continuous improvement. It is part of Soffront's comprehensive CRM suite.

1. Sales Automation
Close Deals 3X More
DATASHEET

2. Improve Sales Process, Forecasting,
and Close Ratio
Fine-tune your Sales Process Forecast Better
“ Define and follow the sales process that works for you.
Implement a sales process that can be used by your
Specify a dollar amount and associate a probability for
each opportunity being worked upon. Attribute
The Soffront system entire team. Layout your sales process and guide your
sales team to follow that process to avoid mistakes.
probabilities automatically based on the stage in the
sales process.
is outstanding. Their Break your sales cycle into stages such as leads, Know what your pipeline is worth at any point. Run
newest version is prospects, opportunities, and customers and define
tasks to be created for each stage.
forecast reports for an individual sales rep, a sales
manager (and the team), or the entire sales force.
possibly the best
CRM that I have 360 Degree View Create Quotes and Proposals
used. All customer information - address, contacts, notes, Enable your sales professionals to pick the right product
“ activities, quotes, plus, POs, and invoices are available
in one place for easy reference. Your sales reps can
or service and then create a customized quote on the
fly. Generate customized quotes and proposals with a
- Evan Rosenfield, access the complete customer history at the touch of a click of a button, apply discounts, and convert them into
button. A single navigation screen gives your orders.
American Securities salespeople all the information they need in one place.
Monitor for Continuous Improvement
Manage Tasks and Activities
Get timely, fact-based insight into the entire sales
Schedule sales tasks and follow-up activities and set process for continuous improvement.
reminders for appointments. Invite users and create
recurring activities. Sales dashboards offer instant snapshots of sales key
performance indicators (KPIs) including sales
Automatically forward activities to the next follow-up performance, forecasting, sales pipeline analytics, team
date when an activity is completed. Record completed efficiency etc.
activities automatically within customer records.
Use Mobile Devices
Manage Document Library
Mobile Sales provides mobile access to real-time
Create a repository of sales documents and marketing information to your sales force for iPhone, Android,
collaterals including version control and full text search Blackberry, PDAs, and offline laptops. Prepare your
within documents. sales reps fully before visiting a prospect and deliver
quick access to critical info during meetings.
2

3. Integrate with Microsoft Office Part of a Comprehensive CRM Suite
We integrate seamlessly with Microsoft Outlook, Excel, and Word. Soffront Sales Automation is a part of Soffront’s comprehensive CRM
Suite.
Use either Outlook or Soffront to communicate with customers with
the assurance that everything can be captured in Soffront for The Soffront CRM Suite is comprised of Marketing Automation, Sales
company wide visibility. Automation, Customer Support, Employee Support, Defect Tracking,
Knowledge Management, Order Processing, Asset Management,
Easily export CRM data into Excel for analysis in a familiar CRM Portal, Mobile CRM and more.
environment. You can slice and dice and filter the data in CRM before
the export. Access Microsoft Word from within Soffront to create The Soffront CRM Suite is completely web-based and can be
personalized documents using merge fields. deployed in days.
Sales Automation Features
 Account and Contact Management
 Leads Management
 Forecast and Opportunity Management
 Sales Process Management
 Territory Management
 Sales Document Management
Standard Features
 Calendar / Activities Management
 Email Integration
 Word and Excel Integration Soffront Software, Inc.
 Google Maps Integration
45437 Warm Springs Blvd, Fremont, CA 94539
 Queries, Reports, and Analytics
 Form Designer www.soffront.com sales@soffront.com (510) 413-9000
 Workflow / Process Management
 Import and Export Capabilities
 Automation Rules Copyright 1992 – 2012 Soffront Software Inc., All rights reserved
 Escalations and Notifications