How to get started with Soffront Sales & Marketing Automation

The purpose of this guide is to help new customers with the initial tasks of setting up  Soffront Online CRM. In this guide we have also provided links to short training videos that will further assist you. Once these steps are accomplished you will be ready to use this effective tool to successfully build your business.  

  • Learn how to navigate your way through Soffront Online CRM. Learn what each module does and how to customize them to fill your company’s specific need.
  • Setup your custom fields. This is one of the first and one of the most important steps. You can have Custom fields setup to reflect the type of data that is displayed. You can add virtually any type of field that helps you to identify and keep track of your customer, leads, and contacts. More…
  • Import your records. Leads and customers can be anywhere. They can be on a business card, in a document, or a piece of paper. Soffront’s Online software has the ability to quickly transfer your leads from all your sources to the application. All you need to do is enter your lead and/or customers into an Microsoft Excel spreadsheet or CSV file, it can then be easily imported to Soffront Online CRM. More..
  • Setting up groups. Now that you have you leads and/or customers imported, you can now put these into groups that fit your needs. More…
  • Setup your workflow. Workflows allow you to design and customize the CRM process to meet your specific business needs. You can breakdown your business processes into steps/stages and define specific tasks corresponding to each stage, completion of which allows the process to advance to the next stage. This allow CRM users to automatically know the “To Do’s” for a specific stage minimizing the need for training. It helps to standardize successful processes in your business and optimize poorly performing processes to be successful in the long run.More…
  • Managing your Marketing Templates and Sales Templates. This step is very important because other features rely on this. Email templates are tools you can use to customize various emails you send to your customers. These templates allow you to personalize your emails by adding things like your logo, photos, and/or pictures. When emails are sent they contain the graphical information that was set up using this template. This will need to be set up before you can successfully run your campaigns.
  • Capturing web leads. Soffront Web Forms helps you to build, customized online forms and publish them on your website.  Web Forms capture specific information that is entered online by prospective Accounts. This information is then used to create Accounts. More…
  • Setup Broadcast Campaigns. A Broadcast Campaign is an one time email to a selections of contacts. You can also filter further to only send the broadcast campaign to specific contacts within a group. Also with the Broadcast Campaign you can view reports its individual history. You can see information like how many were sent, how many bounced, how many were opened, how many were unsubscribed, etc. More…
  • Setup Automated Email Nurturing. Touch Campaigns is information sent to your customers every day or at regularly scheduled intervals. These campaigns can be sent to groups and you can also filter further to certain people within that group. Also with the Touch Campaign you can view reports its individual history. You can see information like how many were sent, how many bounced, how many were opened, how many were unsubscribed, etc. More…