2. Provide an Extended Enterprise
For Your Partners
Offer Self-Service Manage Leads and Opportunities
“ Let your partners have access to a self-service portal,
submit tickets, and check the status of existing tickets.
Soffront partner portal helps you to manually or
automatically distribute leads to partners and receive
The Soffront system With this functionality, access to your support is
available 24x7.
lead updates. You can also share opportunities and
collaborate with partners on tasks and activities.
is outstanding. Their Reduce partner management overheads while Let your partners update notes and tasks against their
newest version is increasing productivity by providing partners with the
ability to self-assist 24x7 using an online knowledge
assigned leads. Let them add new leads ad
opportunities of their own.
possibly the best base.
CRM that I have Market Your Products And Services
Collaborate Successfully
used.
With Soffront Partner Portal you can jointly manage
“ Use the partner portal to collaboratively sell, service
and market. Increase partner efficiency, retention and
multi-stage campaigns with your partners. Soffront
Partner Portal provides marketing materials and
- Evan Rosenfield, loyalty by delivering permissions- based online access
to collaterals, product and training resources within your
collaterals tailored to specific partner needs.
American Securities organization.
Provide a Central View
Target Your Communications
Soffront Partner Portal centralizes your partner’s view of
all information & applications in a personalized way.
Create communications targeted at specific partner
Forge a stronger relationship with your partner by
accounts. Specific communications in areas like
providing valuable services & information through the
training, rebates, programs, new product introductions,
portal.
specific events, etc can be easily delivered to all or
selected partners.
Integrated Knowledge Base
Keep Your Corporate Branding
Soffront Partner Portal comes integrated with Soffront
Knowledge Base. Provide an easy to use search
You will be able to change the look and feel of the
interface to your employees where they type in
Soffront Partner Portal to match your Web site. This
questions or use keyword/phrases with logical
branding can be done easily without extensive
operators.
customization.
2
3. Use Mobile Devices Part of a Comprehensive CRM Suite
Provide mobile access to real-time information to your partners for Soffront Partner Portal is a part of Soffront’s comprehensive CRM
iPhone, Android, Blackberry, PDAs, and offline laptops. Suite.
Prepare partners fully before visiting a client’s office and deliver quick The Soffront CRM Suite is comprised of Marketing Automation, Sales
access to critical information like asset availability during onsite Automation, Customer Support, Employee Support, Defect Tracking,
meetings. Knowledge Management, Order Processing, Asset Management,
CRM Portal, Mobile CRM and more.
Your partners can create work orders on the fly to acquire parts and
tools and submit call records with time and parts information. The Soffront CRM Suite is completely web-based and can be
deployed in days.
Partner Portal Features
Web Based Ticket Submission
Lead and Opportunity Management
Knowledge Base Integration
Profile Management
Configurable Layouts
Standard Features
Calendar / Activities Management
Email Integration
Word and Excel Integration
Google Maps Integration Soffront Software, Inc.
Queries, Reports, and Analytics 45437 Warm Springs Blvd, Fremont, CA 94539
Form Designer
www.soffront.com sales@soffront.com (510) 413-9000
Workflow / Process Management
Import and Export Capabilities
Automation Rules
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Escalations and Notifications
