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Want to be a Social Whiz? You May Need Cloud CRM

Cloud CRM Featured Article Archive

May 30, 2012

Want to be a Social Whiz? You May Need Cloud CRM

By Susan J. Campbell, TMCnet Contributing Editor

We’ve all been there – an important date marking the passing of another year for a family member, friend or co-worker flies by before you realize you’ve done it again – you missed her birthday. You make it a point to never forget again, marking three different calendars for the next year, only to have the mistake repeat itself. The same scenario can happen across multiple events for various individuals, but one cloud CRM (customer relationship management) solution is designed to alter this trend. You can be sure to never forget another birthday, promotion, anniversary or family get together with Soffront CRM. According to this Soffront blog, remembering special days, the name of a spouse and important events can be an easy process with the right cloud CRM. Soffront offers eight ways to bring you back to social dominance. With all pertinent information at your fingertips, you never again have to be left stumped at a dinner party and reaching for details on the latest big account win. Let’s take a look at Soffront’s eight tips and how they might apply in your environment:


1.      Get an automated reminder each time a birthday rolls around – simply add birthdays to activities in this cloud CRM platform.

2.      Use the platform to know what another team member is working on before you run into him in the break room.

3.      Configure the cloud CRM to send you a notice each time there is a new hire, a new account or a promotion so you can send a personalized note.

4.      Keep tabs on the day you need to leave early for that family get-together with Gmail integration.

5.      QuickBooks integration provides all the details on the new big account so you can congratulate the team right away.

6.      Use the cloud CRM to demonstrate your increase in productivity.

7.      Current data within the cloud CRM platform allows for the creation of great reports and animated Power Points to impress the boss.

8.      Always be home for dinner with the family by working smarter, not harder.

The cloud CRM platform you put in place to keep you on track and up-to-date with all of your contacts should simplify your social interactions and keep you at the top of your game. If any of the eight points ring a bell, it may be time to take a look at Soffront CRM.




Edited by Amanda Ciccatelli
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