Why CRM?

CRM Software organizes communication with your clients, it allows for scalable solicitations via email, it tracks and records contact history, Soffront is unique in that it combines your Contact Database and managment i.e. traditional CRM functions with a robust Email Marketing platform. Striking two birds with one stone type of situation.

CRM Solutions are plentiful, back in 1992 when Soffront was first established CRM was not a household acronym. We’ve seen a lot of changes since then, went through about 4 revolutions in hosting technology, until today Soffront CRM is hosted on Amazon cloud providing 99.9% uptime and security. But many other CRM companies are on Amazon’s cloud too. What’s the differentiation between us and them? Well the answer is more subtle then you might think. The final analysis is that actually using your CRM & Email Marketing platform is much more important then the specific feature differences between competing products.

adoption survey

Soffront is very feature rich, with multiple built in tools that our competitors do not have, but in the end it boils down to this, Does the salesperson find a personal ROI/ROT (return on time) by using your system? And if they don’t then all the poking and prodding in the world won’t matter. If your CRM software solution comes with a lot of friction, then we recommend you trial us out.


You’ll love our tab based architecture:

Touch CampaignIt’s by far the easiest platform to set up Touch aka Drip email camapaigns.


You’ll love our reporting features, giving you in depth insight into your business processes:

crm reports and forecasts screen

Touch Campaign Report



Soffront Sales Automation: How & Why, Brief & White Paper

worker factory #2 The world of business is ever evolving and expanding, presenting companies with numerous challenges as they try to increase sales and become more profitable. The sales department struggles to keep track of leads and other opportunities. Contacts are often lost, resulting in lost opportunities. Disconnected business processes across various departments using different applications complicate the ability of employees to share customer information. Today’s growing businesses are looking for a better way to improve efficiency and increase sales. This paper discusses the challenges faced by the sales department and examines how sales automation and CRM software help solve these challenges. Details include the following “how to” items:

  • Enhance efficiency and productivity
  • Increase opportunities by improving lead tracking
  • Improve the opportunity management and forecasting process
  • Identify and focus on the most profitable opportunities
  • Decrease reliance on your IT department without compromising customization
  • Improve sales visibility and communication, while reducing repetitive data entry

Things to Look for When Considering Sales Automation and CRM  Prior to the selection of any system, it’s important to find a company that will work with you and fit the technology to your needs. Larger CRM companies have traditionally looked at the mid market as a simple downgrading of their enterprise – wide solutions without any particular focus on the specific nuances of mid size business needs. A scaled down version of an application designed for a large enterprise probably won’t meet the needs of a mid-sized company as well as an application designed specifically for the mid market. You should base your ultimate decision on your organization’s specific requirements, but the following advice will provide a good start:

  • When exploring solutions in Sales Automation and Customer Relationship Management, the most important thing to look for is a technology partner with enough experience in the mid market to understand your specific problems and needs. The most frequent mistake mid market companies make involves treating CRM as simply a software investment instead of an investment in a technology partnership.

Effective solutions can only be created when a technology partner takes the time to analyze your current methods, needs, and goals. Soffront has the experience, and the resources to be your technology partner. Soffront has been working with world leading enterprise customers implementing customized CRM solutions for enterprises and big business like Boeing and Red Cross since 1992. Recently Soffront has opened up it’s wrinkle free CRM software to the SMB (small medium business) market.

  • Sales Automation solutions should have the flexibility to work as part of a larger CRM solution provided by the vendor or be adaptable by that vendor to software solutions you may already have successfully implemented. Sales solutions may be advantageous on their own, but true integration with other customer touch points is a valuable and powerful component.

Download Entire White Paper: Sales-automation

Any customer is only as loyal as their last interaction with your company; therefore, the implementation of an effective sales automation system as a part of an overall CRM strategy is essential. Soffront has the breadth of solutions and the flexibility to integrate into all areas of your company for optimal performance. fsom2010 Sign up here for free soffront trial account

Business Coaches Love Soffront. Part 1

Ron_Palzewicz_Video_Screenshot“Some of the benefits of Soffront…having all our information all in the same place in one database, we have 8 coaches and 7 support teams, and knowing who is talking to who at any one time, knowing where a lead is in the sales process, what email they clicked on,  just tracking that information  and  compiling it and using it to make us more efficient…”

-Ron Palzewicz ActionCoach

David-Gazave“We’ve been able to unify our tools together. I’ve experienced a lot of other CRM’s but for us Soffront is a great fit because of it’s simplicity”

-David Gazave ActionCoach

Brad-Flynn2“The email marketing capacity is incredible. It gives me great leverage in most of my marketing campaigns. I wouldn’t hesitate to recommend Soffront”

-Brad Flynn ActionCoach

Sign up for Soffront CRM here

CRM from a Salespersons Perspective

Interview with Veteran Salesperson Mike Chantigian


Do you use CRM?

I live in CRM. It fully enables me to be both succesful and efficient. I’m consintly editing my contact base and no account is left with an open task.

Why do you use CRM? 

To provide excellent response and detailed solutions.

How many people can you contact and organize without CRM?

I would say 1/3 of the people I can contact with CRM.

Why the difference?

Because of the systems logic and protocol, clicks, built in enhancers such as templates. This enables speed to be introduced into account management. It’s a mulitaskers dream.

What CRM’s do you have experience using?

3, SAP, Oracle and Soffront

What CRM are you using currently and how long did it take you to learn?

Soffront, it’s by far the best, took me about a week to be expert at.

What’s your favorite?

Less clicks, tab architecture – meaning you don’t have to close windows out, and I got to throw in there email marketing, it’s an all in one platform where traditionally you just get sales and service. Also something really important to sales reps is you can measure your sales data instantly, activity, goals and upcoming opportunities are there at your fingertips.




Best email stats from 2014

Email Marketing Stats & Infographics:


What follows is a list of ten helpful email marketing Infographics from various sources that provide tips, tricks and best practices for success:


Email Marketing Best Practices 2014: Did you know that 69% of retail businesses on average are utilizing some type of email marketing strategy to great effect?


10 Easy Ways to Improve Email Open Rates: Did you know that the ROI for email marketing is potentially $44.25 for every dollar spent?


Strong Signals – Mobile Email Marketing: Did you know that over half of all people check their mobile phone for email at least once every day?


Top Email Irritations: Did you know that there were over 3.6 billion email accounts in 2013?


Email Marketing Cheat Sheet: You can dramatically improve your email open rates by running through just a quick checklist in your head before you send.


Myths of Email Marketing: One of the top myths is that the best time to send an email is at 3:00PM on Thursday.


The Best Day to Send an Email: Did you know that 2013 email marketing averages saw only an 18.5% open rate?


All That Sizzles is Not SPAM: One of the best ways to increase email open rates is with opt-in programs.


Best and Worst Times to Send Emails: Did you know that email open rates dramatically reduce after 5:00PM local time?


Awe Inspiring Business Advantages of Video Email: Did you know that you can see a 280% higher return with video email?

Franchise VS SMB -CRM usage

BIA/Kelsey’s Local Commerce Monitor revealed contrast SMB (small medium business) owners vs their franchise owner counter parts in a survey this past May.

Franchise Owners Lead in focus on CRM, digital and online media, customer loyalty programs and all around online presence.

Home-Skyscraper-iconVS   shop-icon

In BIA/Kelsey’s Local Commerce Monitor released in May, it was revealed that franchise owners are much more focused on integrating marketing, promotion, and infrastructure. 

As Rick Batchelor states in the IFA (International Franchise Association) Forum…

“Franchise owners are clearly taking the lead in their use of strategic marketing initiatives. Couple their use of advertising strategies, CRM systems, and loyalty programs with their commitment to the corporate parent, and it’s clear franchise owners are doing an excellent job of managing and growing their businesses.”


It is well known that Franchisors have established processes that their franchisees repeat and that is likely the major reason franchisors have a more modern focus. For just this reason Soffront has released a Franchise specific version of it’s CRM & Marketing Automation platform. Soffront’s CRM allows Franchisors to peer into the franchisee CRM and coordinate marketing, even do the email marketing on behalf of the franchisee, as well as pull up data such as sales and conversion reports.

Tying a closer bind in the Franchise relationship allows for several benefits from both perspectives.

Franchisor Benefits  

- Leverage CRM & Marketing

- Push Leads, Templates, Process

- Push Training, Collaterals

- Pull Business Intelligence

Franchisee Benefits  

- Leverage CRM & Marketing

- Receive Leads, Templates, Process

- Receive Training, Collaterals

- Manage Tasks, Activities, Projects

soffront crm marketing push and pul



Whether your a SMB or Franchise owner Soffront can help you improve your processes.




What is the most important Marketing Adage?

Aren’t adages great? They fill up your facebook feed, barrage your inbox and litter practically every blog post (including this one).

An “Adage” is defined as

“a short, usually philosophical, but memorable saying which holds some important fact of experience that is considered true by many people, or that has gained some credibility through its long memetic use.

It often involves a planning failure such as “don’t count your chickens before they hatch” or “don’t burn your bridges”. Adages may be interesting observations, practical or ethical guidelines, or skeptical comments on life.”

Some adages are products of folk wisdom, some are Marketing Goldmines of opportunity. But there’s too many; the 80-20 Rule, Pareto’s principle, Content is King, Bird in hand is worth two in the bush.


Easy! If revenue is important to you that is.

=80% of all sales come from the 5th or more attempt.

80 percent chart



So how do you ask for the sale 5 times without being annoying?

Good luck doing it on a phone call. Nope in person is not much better. Here’s a simple plan which won’t burn your bridges with your prospects. Let’s assume you are already using Soffront, the All in One CRM & Email Marketing Platform (now with social media publishing).

1. Initial Ask: Inbound interest, don’t waste too much time trying to disrupt your prospects, create inbound traffic to your website is a prerequisite, but once you have the traffic create some type of ‘bait’ or sometimes called, ‘lead magnet’ in order to capture prospects into your sales funnel. You should ask for the sale on your website right away, however you probably won’t see too much conversion until you gain a deeper relationship.

2. Ask immediately when the initial connection established. How? = Soffront Autoresponder. Set up your Soffront CRM software  to immediately mail out a thank you and solicitation in your first email to your new lead.

3. Develop a drip/touch email campaign to communicate with your list consistently but don’t worry about phone calling at all, rather set up Soffront Engagment rules to automatically notify you or your sales reps on the list members that actually clicked on a link, these folks deserve special treatment as they have expressed interest. Call these engaged leads up and solicit with a special discount.

4. Segment your audience (you can use Soffront workflow rules to do this) and solicit each segment according to what you’ve determined is most relevant to them. For instance if you send out email with 3 offers and upon engagement with one of the offers you tell your Soffront CRM software to segment that audience into a unique email campaign focused on their needs.

5. Last Blast, send out audience specific email offering huge discount or special incentive to buy now. By this time your audience has gotten used to your offers but the interested folks have gotten increasingly more targeted emails. When you have a special event focused on these leads they will listen because they are already engaged with your brand and considering using your services.