Soffront CRM Software

SOFFRONT has served as a key tool to determined marketing stats. We never had that option before and now it is easy.

Pros

SOFFRONT has helped marketing to bridge its current client entry and accounting software to the added component of including research, industry and details on type of specific work. Now the two systems are linked and leverages to help develop substantive pitches and proposals.

Cons

Tracking duplicates by email only is an obstacle. In some cases, we do not have emails, even in this day and age.

Soffront CRM folks are quick to respond and help solve even the easiest problems. We were able to get up and underway in a few days. We continue to build our knowledge of its usage and are utilizing more not only for a CRM but as an active email marketing tool.

Pros

Soffront CRM was quite easy to upload our prior contact and client information.

Cons

On the initial uploading of contact information, you can only manage duplicate based on emails or company name. We would like this option to include the contact name or unique ID.

Advice to Others

As this is our first CRM with the firm, it is easy to use, easy to build and their easy templates help us to launch quick emails with little headaches.

This product has great Email templates and mass email features. I often use the Broadcast option to send out new Blog Articles. I also like the Email Automation function to set up more complex Marketing Campaigns.

Pros

Templates, Email Broadcast, Email Automation

Cons

I can only update contacts and accounts based on their Company name or email address. This is not helpful when I do not have such information, or I have several contacts at the same Company. I wish Soffront would generate and automatic "Soffront ID" so that I could use that when sorting and labelling duplicates, or making updates to contacts and accounts via the Excel upload and update function.

Likes Best

The vendor is very knowledgeable about the product. I had a few questions concerning if I ended up not liking the software, and they assured me that my concerns would ease after the first week of use.

Likes Least

I least like the price. I feel like a bit pricey. I am very cautious of how our company spends money, so I want to make sure that each thing we invest in will be worth out while and something that we can benefit from greatly.

Recommendations

To go with your gut and get what's best for you! I specifically preferred this product because of the presentation, customer service, and because it did what I was looking for. Always go with your gut and get what best suits you.

Likes Best

I like all the features this product has to offer. Everything was easy to use. I like it and would recommend it to someone.

Likes Least

I wish it was less expensive. For someone who is looking for something very expensive this would not be for you however if you did want to spend the money then I highly recommend this.

Recommendations

Get this product if you have the funds. I would recommend this to someone just as stated above. I would only recommend it if they have the funds to purchase it.

Likes Best

This product is intuitive for users has been relatively easy to use for our sales force. Our administrative team has been able to make changes to fields and forms that work better for our business processes. The support has been excellent, too!

Likes Least

sending emails with attachments has been slow at times. A suggestion to add to this product is an 'opt-out' option for sending emails, so we don't have to remove their email and save in another field.

Recommendations

know your business and the processes that would be helpful to have automated with a CRM system. Also, in our office, since I am an administrator, it is also good to have one of the 'users' (in our office, it is the agents that have customers) also be in one to evaluate since their criteria in a software product may be a little different than what I need as an administrator.

Likes Best

the CS is effective. The training easy and simple to understand, they will go over step by step one on one. etc

Likes Least

Simple and easy to customize Fields, groups and reports. I like how easy is to use and customize the web forms.

Recommendations

definitely to give it a try, for me the expedite training and webinars were the best part, also the CS. Thanks to those elements I was convince to start entering the info that I needed without regretting to have contracted Soffront when I'm half way done with the job.

Likes Best

Very impressed with the customer service. Very responsive and they work to resolve any issues.

Likes Least

The application is a little quirky with text displays.

Recommendations

Give yourself time to set up the implementation the way you want.

Likes Best

The customization options are great. The product is very flexible.

Likes Least

Support is not that easy to access. They do not call you back and only email you. Sometimes you submit a ticket and they do not contact you other than an automated response for over 24 hours. Support does not teach much and never offer root cause.

Recommendations

When evaluating software such as a CRM you should think about does it meet the needs of today and tomorrow for your business.

Likes Best

The flexibility of the product and the ability to customize it the way we want to use it.

Likes Least

The product itself is not all that user friendly, new functions cannot be easily be learned on your own, and the documentation is pretty lacking. Typically requires training from Soffront, at a cost, just to fully understand how to utilize different pieces of the product.

Recommendations

get some hands on experience and make sure they fully understand what their needs are before exploring a solution