Somehow, the memo hasn’t reached salespeople that their prospects hide behind voicemail. Here in Silicon Valley, the birthplace of voicemail, people have become adept at ignoring the phone. It takes an average of 8-14 phone calls to reach a potential prospect, and salespeople must juggle hundreds of contacts who require daily follow ups. How can a salesperson expect to manage their sales process with legal pads, Excel spreadsheets, and sticky notes? That’s a perfect example of inefficient CRM software.

 The number one failure we identified in our loose study of executives was sales process. Salespeople felt that three messages was the final commitment to the lead or contact. If no contact was made, then these salespeople believed that there was no interest on behalf of the prospect, so it’s likely the prospect will never call back. However, in cases where the messaging was well-crafted, concise, and engaging, it still took more than three calls on average to reach the prospect. What if the salesperson ended his or her attempt to get in touch with the contact after the third call and it was picked up on the fourth or fifth call by one of your competitors? The combination of ineffectual messaging with a poor follow-up system is a recipe for selling disaster—relegating your salespeople to the bleak world of “lucky catches.”

Your average prospect's voicemail

Your average prospect's voicemail

 Burning through contacts is expensive. If your salespeople don’t have the tools they need to systematically and automatically follow-up, their sales process will breed instability.  Without consistency, you’re just another person who calls once in a while—most likely a person who’ll never connect with your intended contact. Sales success is right at your fingertips—I realized the need for better processes many years ago when I created Soffront CRM. Our clients have confirmed that using our CRM software has led to their increased referrals, successful sales, and business expansion.

Last month Soffront CRM surveyed their customers in an ongoing effort to provide superlative CRM software to our Customers. We received great responses and would like to thank all our customers who took the time to give us feedback. We appreciate each and every one of you.

Soffront CRM iPad Winner

Soffront CRM iPad Winner

We picked a random name from all the surveys we received and the winner for an Apple iPad is…

Dave Dykshoorn from Nova-Tech Engineering.

Congratulations Dave, we will get in touch with you to ship out your amazing new iPad soon.

CRM Software That Grows

August 19, 2010

Our customers love our CRM Software because it allows them to meet their critical business needs in an innovative way on an ongoing basis. With Soffront CRM, our customer can dynamically change their system as their business needs change. Our CRM provides users with rich, powerful tools that allow them to make their own modifications in-house. There’s no need to hire expensive consultants or request approval from upper management. There’s also no delay—changes that take months with another CRM are completed in days with Soffront.

CRM software that Grows

CRM software that Grows

 

Most CRM software—especially the expensive ones—can take anywhere from six months to one year to implement. By the time the system is deployed, the needs of the company have already changed. These systems are also static; making upgrades or changes is a major undertaking. Once it’s up and running, users are afraid to touch it. In fact, they avoid it at any cost! This type of CRM system is unable to adapt with the business and quickly falls behind.

When choosing the right CRM software for your company, it’s important to think about your long-term needs. All successful businesses must be able to adapt to change. This is especially true of businesses using CRM. The wonderful (and sometime frustrating) thing about CRM is that it forces you to become self-aware. You learn new things about your business as you gather intelligence from applications such as sales force automation, marketing automation, customer service, knowledge management, issue tracking, and project management.

Let’s take, for example, a rental car company. Before implementing a CRM solution, this company believed their main focus should be on efficiency—ensuring that cars are cleaned, well-maintained, moved quickly from lot to lot, and so forth. However, while using the CRM they discover that they are actually in the customer service business. Thus enlightened, the company realizes that they must shift the entire operation and focus. If their new goal is to nurture their customers and keep them happy, then the CRM system must be able to accommodate these new parameters without waiting six months or spending a lot of money on consultants.

Company Growth

Company Growth

The Soffront CRM system was built upon the notion that things can change on a weekly, monthly, or quarterly basis. We at Soffront know that your business universe is not fixed; it is constantly changing. Our entire platform was designed with evolution in mind. Other companies may claim to be customizable, but you quickly run into limits of what you can customize with their system. With Soffront CRM the only limit is your imagination. Duplicating the Soffront system would require these companies to rebuild their platforms from the ground up. These CRM systems can’t compete with our ability to grow with your businesses.

Email plays a vital role in professional communication, especially for salespeople like me. It’s a fast and cost effective medium that allows us to maintain relationships with our clients and prospects. This is why so many of us have become dependant on email applications such as Microsoft Outlook. But how efficient is it? With Outlook we spend the majority of our time communicating with and managing contacts or scheduling meetings and follow-ups. Since Outlook is an email client, not CRM software, these communication activities aren’t organized in a concise manner. We often waste time searching and clicking through “Sent Items” and “Inbox Folders” for email history or to locate specific communication with a contact.

Soffront’s CRM solution addresses this concern by automatically organizing all communications with the corresponding contacts, accounts, opportunities and service requests. CRM software allows us to locate a specific communication using a convenient search and see up-to-date communications history.

Communications History in Notes

Communications History in Notes

 

Although Outlook has a friendly User Interface for composing emails, it’s a “thick client” and must be installed on a computer. This means that we must always carry a computer with us in order to use it. Soffront’s web-based CRM software has an intuitive User Interface that lets us compose full HTML email messages. With a CRM solution we can schedule appointments and reschedule as needed by simply dragging and dropping it into a different time slot.

Compose HTML messages from CRM

Compose HTML messages from CRM

Soffront CRM software helps you work smarter not harder. I hope you agree with me that your most valuable asset is your time. Would you spend that time getting frustrated looking through Outlook emails or have CRM software present to you relevant information at the right time and at the right place?

Microsoft outlook makes you work harder but Soffront CRM Software helps to work smarter.

There is a reason why MS Excel is categorized as a spreadsheet product and not a CRM software.

Small businesses tend to rely heavily on them to manage Sales, Marketing and other critical aspects of their functions. Sure you can store Names and Phone numbers and Order details and even aggregate them and chart them but have you ever thought about the risks, the inefficiencies and the shortcomings of this approach?

Dilbert Dilemma

Dilbert Dilemma

Cost of ownership and the lack of technology to implement a CRM software are things of the past. With a plethora of options in the marketplace, including some versions that are free, bringing a CRM implementation to fruition is easier now than it ever was.

Here are some reasons you need to get away from spreadsheets, from our perspective.

  • Unless you are already on Excel 2010, you are on a single user system. This means, data sharing or collaboration is a utopian concept to you. Even if you had Excel 2010, you are still limited in terms of data sharing within the organization (read access levels).
  • Managing relationships between your customers and their data is best left to a database driven application. Excel cannot understand dependencies like customers and orders and opportunities and so on. Sort alphabetically by the customer name column and see how the sales order related column is completely out of whack.
  • Building processes and workflows, however simple, are really not the forte of MS Excel. This is where a CRM would shine as you inherit the benefits of the best practices for your industry based on the experience of the vendor with companies similar to yours. As you can well imagine, if you don’t follow predefined processes in your organization, you essentially have organized chaos.
  • No calendaring features that are critical to alerts, follow ups and scheduling. Even the most basic CRM application will beat MS Excel hands down in this area.

You can program the heck out of Excel to add a lot of things but look at this as sticking in an AMG 5.5 Biturbo V8 in a Geo Metro and expect wonders on the Nurburgring track!

To be fair, a lot of small businesses use MS Access which is surely a much safer bet but our intention here was to jolt the spreadsheet users into realization that technology alone need not be the cause for a stymied business growth or in extremes, a devastating data loss.

Over the years, we have worked with numerous clients who have, for many years, run their core business processes on spreadsheets, flat files and documents. This was mainly due to the fact that they were small, deeply entrenched in the ways of file sharing and manual processing and saw no issues in passing calls around the different departments to try and help the customer. They were impervious to changes as, often, the perception was that they were doing things the perfectly normal way.

Life before CRM Software

Life before CRM Software

 What I am about to share with you is very commonplace from a vantage point on our side of the fence, but thought provoking nevertheless.

Technology companies that are involved in the design, fabrication and manufacture of high tech components like NAND flash, that now power our computers and iPods and digital cameras are always pushing the boundaries of technology and design for faster, cheaper and better products. Yet some of them seem to be hopelessly behind on the technology curve when it comes to running their sales and partner management processes. That’s an incredible paradox. Even today, some still rely on good old spreadsheets, flat files and documents. Sure, they have ERPs but that is not necessarily the right tool for the job.
Years of focus on manufacturing improvements, stole the limelight away from the equally important areas of building great partner and channel relationships and managing them effectively using relevant technology. Well guess what, in spite of all of the above, they have actually done quite well for themselves. This only made them overly cautious in terms of investing in unknown tools called CRMs that seemed to promise the world and so that seemed to justify the deferral.

Sure, there were undercurrents of issues where follow ups fell by the wayside or special needs or requests from partners disappeared in the black hole of a sales cycle but all was well, in general. Processes are designed by humans and it is basic nature to procrastinate until it really starts hurting.

Along came high growth rates, changing market conditions and perceptions about customers and of course, increasing pain in terms of lost opportunities. Pain always drives us to look for resolutions and that is what ultimately drove those skeptics to the possibilities of considering technology as an option. By then, CRM systems had become a lot more affordable and there were some tangible benefits that were now becoming apparent.   

CRM software

Soffront CRM Software

 Having successfully implemented a Partner Portal for their resellers, the paradox at technology companies is now history. Now they are reaping tangible benefits from the system that has dramatically enhanced communication and collaboration with their most important asset, their partners. It surely helps to know that you can always benefit from the experience and expertise of others and that not all implementations of CRM software are failures.

When it has to be right

August 5, 2010

Leica Geosystems

Leica Geosystems

In the mid 1990s Leica Geosystems, the world’s top global provider of GPS-based mine management solutions, decided to replace their manual defect tracking process with a commercial defect tracking software. Based in Heerbrugg, Switzerland, Leica Geosystems supports tens of thousands of customers world-wide and employs 3,500 people in 28 countries. With “When it has to be right” as their motto, Leica Geosystems takes quality control seriously. Soffront was able to provide the company with CRM software that meets their standard of excellence.   

A small team of Leica Geosystems software developers tried out Soffront’s web-based defect tracking software in order to determine if it would meet the company’s needs. The team witnessed immediate and dramatic results.

Soffront Defect Tracking

Soffront Defect Tracking

Subsequently, Leica Geosystems expanded the usage of CRM Software by adding knowledge base module.  CRM Software enabled Leica Geosystems to implement a central database that can be accessed easily by all users worldwide. Soffront’s CRM software allows developers to track product defects and manage defect resolution from initiation to closure and use knowledge base for sharing. Leica Geosystems credits the software for decreasing product development time, increased efficiency, and enhanced product quality.  

According to Marco Eugster, R&D Manager for Leica Geosystems, Soffront’s defect and knowledge base software allows the company to analyze and enhance quality control and customer satisfaction. “We can now track information that helps us improve the entire defect tracking and knowledge management process, resulting in improved efficiencies and a higher-quality product.”

Soffront CRM handles defect tracking quickly and easily. Our CRM provides users with a wealth of information including status and forecasting, which creates a smooth resolution process. The Soffront solution is the clear choice when your CRM has to be right.

Email Fails Gayle

August 3, 2010

Are you wary of changing your CRM ways? You’re not alone. Gayle Styles, a marketing communication professional, thought she had marketing automation taken care of with the plethora of tools she had amassed in her war to win the mind share of her consumers. What she had overlooked was the value of her time.

Luckily, Gayle walked into a Soffront CRM meeting with the vice president of sales of her company. Her timing was impeccable! When we started down the road of creating additional fields the marketing department needed for email campaigns, Gayle mentioned it would be helpful if all the email tracking, and management of opt-in and bounced emails can be automated. Our sales engineer replied that Soffront’s CRM includes a suite of tools that allows her significant control over how she markets to her prospects and clients.

Marketing Automation Contacts

Gayle had been extracting contacts from their contract manager and putting them into a spreadsheet. She then exported the contacts into the email provider Constant Contact. Finally, Gayle had to manage any bounces or opt-outs manually in her spreadsheet to ensure her records were accurate. Overall, she estimated that this process could take more than an hour in any given email campaign. Gayle had resigned herself to this time-consuming process.

 Gayle was fortunate enough to walk into a meeting that introduced her to Soffront. Our email marketing software eliminates wasted time and helps her successfully reach the right prospects at the right time. Soffront’s CRM software allows her to effectively generate leads and opportunities for salespeople. Strategic marketing is critical in today’s turbulent economy. A spreadsheet or contact manager isn’t capable of doing what our marketing automation accomplishes with ease. Gayle quickly became a Soffront CRM convert.

Soffront Marketing Automation Dashboard

Soffront's Marketing Automation Dashboard

Often in business we miss the chance to improve our lives because we are afraid of change. But business and economics aren’t static, immovable objects. In order to flourish, we must consider the tools that can make us more effective and productive. Arming yourself appropriately is the only way to succeed, or like Gayle you will find yourself fighting a technology war with sticks and stones.

Stone Eagle GroupSince 1967, TheStoneEagle Group has provided the automatic and financial services industries with specialized software solutions and enterprise administration systems. Customer success is a core value for the company, and it is their mission to provide the highest quality customer service in their industry. When StoneEagle realized they needed to improve customer support in order to meet this goal, they turned to Soffront. Our helpdesk software, marketing automation software, and sales force automation software was flexible enough to meet all of their needs—unlike other CRM software products that force users to bend to a rigid, counter-intuitive design.    

Soffront Customer Support

Soffront Customer Support

After thoroughly researching ten helpdesk software products on the market, StoneEagle implemented Soffront’s CRM software in their customer service division. Thrilled with the results, the company quickly expanded its use to include four separate divisions. Implementing Soffront has improved customer service, productivity, and efficiency at StoneEagle.

According to Brent Taylor, Director of Operations at StoneEagle, “With the increased productivity and efficiency the software gives us, our goal is to double our business without having to increase personnel. Using Soffront, our goal is attainable.”

Soffront’s easily customizable CRM software gives companies like StoneEagle a competitive edge when it comes to customer service—allowing them to pursue their goals and accomplish great things.

Military Grade Exoskeleton by Sarcos/Raytheon

Military Grade Exoskeleton by Sarcos/Raytheon

I recently came across a news piece about military grade exoskeletons—a robotic frame developed by Sarcos / Raytheon. This robot enables soldiers to carry heavy loads and run tirelessly over long distances. The exoskeleton is worn around the soldier’s body and responds to his or her movements—literally becoming an extension of their efforts. With the assistance of this technology, soldiers are able to succeed in doing tasks the human body cannot accomplish on its own. 

Similar to the robot exoskeleton, CRM software needs to be an extension of the user—it must move as naturally as the user moves. Tools such as sales force automation, marketing automation, and customer management software must be something that allows the user to do the heavy lifting they might otherwise be unable to achieve—not something that stands in the way of his or her success. 

This is technology at its best—it works with the user and, while seeming little unfamiliar at first, it quickly becomes an extension of their abilities. After that, it moves into the critical phase, in which the user sees the technology as vital to their success.I created the CRM software equivalent of robots. At Soffront, we engineer software with the same intensity in order to help the user accomplish more then they could with their current resources. It is imperative that a well implemented CRM tool is crafted around the business processes of the organization rather than forcing the organization to conform to the technology. Imagine if the aforementioned robot exoskeletons were designed to move awkwardly in patterns inconsistent with human movement; at best this would be uncomfortable for the user, and at worst it would be downright dangerous. Why should we assume it would be any different with a robust CRM software application?

Heavy Lifting CRM

Heavy Lifting CRM

Over and over in the current financial and global manufacturing landscape we have seen companies at the top of their game fail. Why? The load of sales, marketing, and customer service becomes too heavy and they lose their competitive edge. Strapping on the exoskeleton of CRM software helps a company manage this heavy lifting and long range movement by automating tasks that often fall through the cracks. This gives companies the opportunity to maintain, build, and succeed in relationships with their clients. CRM software helps foster productive client relationships which benefits both the company and their clients.