Troubleshooting Outlook: If Soffront icons are not available in your Outlook toolbar then uninstall the Soffront Outlook add-in from the Windows Control panel and also manually remove following items: Delete the following log files: Click: Windows Start Button > Type: Run + Enter > In the box type %allusersprofile% > In the […]
By default email status doesn’t show up under the Account view, it only shows up under contacts.
If you’ve sent the email as a test with your own account, the unsubscribe option will not be available. The unsubscribe link will be activated when it gets sent to someone on your contact list.
Tips to Stay Out of the Spam Folder. 1. Be Compliant with the CAN-SPAM Act If you are sending “any electronic mail message, the primary purpose of which is the commercial advertisement or promotion of a commercial product or service,” then you MUST comply with the following 7 main requirements. […]
Email Flow Below is an overview of the flow for an Email campaign and how to get a log of emails into the CRM. The original email is sent from the Soffront CRM to the customer’s email address. There is an available option on the email composition page. This option […]
Typical Controls Below are the icons and buttons that you will come across within the Soffront CRM while navigating the system. Setup Allows you to easily customize fields and other related content based on your business needs. Add Add a new record. For example, adding a new Contact. Refresh Refresh the […]
Lead scoring is an analytical method of ranking your Account leads against a scale. The higher the lead score, the better your chance of converting that lead to a customer. The scoring of the leads is done based on changes that occur in a record as well as the activities performed […]
A Broadcast Campaign is a one time email blast to a selection of Accounts. Using these you can convey special messages such as offers, promotions, events, etc. to a targeted audience. Click on Broadcast Campaign under Marketing from the Home screen to open the Broadcast Campaign page. Follow the steps […]
CMS -vs- CRM -vs- Sales Automation Historically, Client List and the related contact data were the most prized possession of the business owner. Your ‘Black Book’ was something that you guarded with your life, for it was the very soul of your business and without your list, you could not […]