We can easily link drawings, spreadsheets, emails, devices, sensors, and reports to a customer’s account. All of the tracked information about the customer, down to the serial number on a piece of equipment, is automatically linked to that customer. This capability saves us a tremendous amount of time and provides us with valuable information that is easy to access.
Fremont, CA (PRWEB) October 10, 2006
Soffront® Software Inc., http://www.soffront.com, a leading provider of CRM software, today announced that Excel Energy Technologies, Ltd. has implemented Soffront CRM as a hosted application to improve customer service and better track customer information. Excel provides a fully-integrated enterprise system to manage and monitor key equipment such as HVAC, refrigeration, and lighting at hundreds of sites for national chain businesses.
“The Soffront CRM software has improved our ability to track customer data and act more quickly and efficiently on that information,” said Mark A. Agee, president and COO of Excel. “We track everything—service tickets, customer requests, work orders, installed equipment, monitoring statistics, and service calls. With Soffront, we can keep more detailed records and compile comprehensive reports in less time.”
Excel reviewed numerous solutions and chose Soffront CRM because it best met their needs. Ease of customization and web-based functionality were two features that were extremely important to Excel.
“We are impressed with the flexibility of the software. We can easily change cosmetic items on the desktop to meet individual preferences,” explained Randy Crow, Customer Service Manager, “We can also customize the software to meet additional functionality requirements, such as adding fields to tables to denote the status of monitored equipment.”
A web-based solution was an absolute requirement for Excel because they have a geographically dispersed workforce. Regardless of location, employees can easily access Excel’s ticketing system via the Internet.
According to Crow, the ability to automatically link files to customer accounts is an important feature of the software. “We can easily link drawings, spreadsheets, emails, devices, sensors, and reports to a customer’s account. All of the tracked information about the customer, down to the serial number on a piece of equipment, is automatically linked to that customer. This capability saves us a tremendous amount of time and provides us with valuable information that is easy to access.”
Soffront Software Inc. has experience, technology and focus for mid market companies seeking CRM solutions. A pioneer of CRM since 1992, Soffront offers end-to-end, fully integrated CRM solutions spanning sales, marketing, customer service and employee help desk. With more than 2,500 customers worldwide, Soffront’s installed base includes Fortune 500 companies, mid-sized businesses, federal, state, and local governments. Soffront is privately held, debt-free, and profitable.
# # #