Lead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Cat avg: 7.7
Top Performing Features
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Cat avg: 8.6
Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Cat avg: 7.9
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
Cat avg: 7.1
Worst Performing Features
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Cat avg: 7.5
Forecasting
The software helps users accurately forecast sales based on volume and conversion metrics.
Cat avg: 7.5
Customizable reports
Users can create reports and dashboards unique to their needs.
Cat avg: 7.7
Soffront CRM Features from Reviews
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
7.8+2%
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.3
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.2
Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Category average: 7.9
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
5-36%
Case management
This includes incident/ticket creation, routing, escalation, and resolution.
Category average: 8.2
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Category average: 8.3
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
9.5+28%
Lead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Category average: 7.7
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
Category average: 7.1
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
6.1-21%
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 8.4
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 7.5
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
4.7-38%
Forecasting
The software helps users accurately forecast sales based on volume and conversion metrics.
Category average: 7.5
Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Category average: 7.5
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 7.7
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
7-3%
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 7.8
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
7-14%
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.2
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8
Platform
7-9%
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.7
Soffront CRM Features from the Vendor
Sales Force Automation
Vendor-reviewedCustomer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
Vendor-reviewedCase management
This includes incident/ticket creation, routing, escalation, and resolution.
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
Vendor-reviewedLead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
Vendor-reviewedTask management
This includes the ability to plan, track, collaborate and report on tasks.
Reporting
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Vendor-reviewedForecasting
The software helps users accurately forecast sales based on volume and conversion metrics.
Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Customizable reports
Users can create reports and dashboards unique to their needs.
Customization
Vendor-reviewedCustom fields
Users can create custom fields to store additional information on standard and custom objects.
Security
Vendor-reviewedRole-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Social CRM
Vendor-reviewedSocial data
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
Social engagement
The software can facilitate and track engagement with customers via social channels.
Platform
Vendor-reviewedMobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.