CRM Companies

Customer Relationship Management News Blog

FirePond

www.firepond.com
FirePond is in the business of helping other businesses sell better. Focusing on manufacturers, FirePond has four major product offerings.

  • ISS - Interactive Selling Suite
  • Interactive Selling Suite Insurance
  • Interactive Configuration Suite
  • FirePond On Demand

Interactive Selling Suite

Firepond’s Interactive Selling Suite (ISS) provides salespeople and customers a powerful tool that greatly simplifies selling and purchasing. ISS was created with the lead-to-order process in mind. There are modules that accommodate each step in the sales process. Using a flexible architecture, companies can implement the modules needed to meet their specific needs and sales processes:

  • Lead Management / Opportunities
  • Needs Analysis
  • Product Configuration
  • Pricing
  • Quotations
  • Financing
  • Proposals and Presentations
  • Contracts
  • Order Submission and Tracking

The ISS system can be implemented in many ways including a connected (client/server) environment, a mobile environment, or for Internet use. It is multi-language and multi-currency enabled and comes with implementation templates that work out-of-the-box.

Interactive Selling Suite Flexibility

ISS is a highly customizable, quickly deployable application that can be run standalone (mobile environment), client/server (using several J2EE application servers), or over the Internet (hosted deployment). ISS provides import/export capability for the transfer of configuration data, customer data, and order data. This allows ISS to integrate smoothly with existing systems and processes, rather than becoming a resource drain, and ultimately simplifying the entire sales process.

Interactive Selling Suite Insurance

Firepond’s Interactive Selling Suite for Insurance (ISSi) was built to map directly to the process of selling insurance, adapting to each unique sales channel – brokers / agents, direct sales, or via the Internet. It features processes and controls that allow insurance companies to ensure selling consistency, eliminate errors, control brand dilution, and optimize enrollment and renewals. The system also protects sensitive customer and product data, and can be a valuable component in complying with government mandated privacy regulations.

Interactive Configuration Suite

Firepond’s Interactive Configurator Suite (ICS) is a set of data maintenance tools, shared libraries and APIs that supply configuration capabilities to an application. Specifically, the ICS includes:

  • Product Data Manager (PDM) - Used to create, populate and maintain the configuration database. Data entry personnel do not need to be programmers. Since the rules are easy to create and understand, there is less chance for error. And if there is an error, it is easier to locate and correct. The Product Data Tester (PDT) allows the data to be tested to ensure it produces the desired results.
  • Importers - A variety of importers provide the ability to import data from a variety of sources. The PDM also directly imports XML and ODBC data sources.
  • Configuration Engine - The “brain” behind the product configuration and pricing process. The engine uses many “solvers” to ensure the product and option selections are valid, and that the correct pricing is applied.
  • SDK - The software development kit includes a variety of APIs to integrate the Configuration Engine into existing applications.
  • ERP Connector - An optional ERP Plug-In allows users to import ERP data (in an XML format) and export PDM data (to an XML format) to an ERP system such as SAP’s R/3.

The Configuration Engine, and the data set created with the PDM, are used by Firepond’s front-end selling systems such as ISS, ISSi, and Firepond OnDemand. However, several Firepond customers had existing sales systems and wanted only to integrate the Configuration Engine into their systems. The ICS Software Development Kit provides many options for integrating Firepond’s configuration technology into existing systems.

CRM Headlines

ProTrak International Announces New CRM Release - Emediawire (press release)

01-11-2007

New York, NY (PRWeb) January 11, 2007 -- ProTrak International announced the release of ProTrak Advantage CRM 4.5. Scheduled for release in early 2007, version 4.5 includes new features that greatly enhance the user's experience and overall functionality of ProTrak's out-of-the-box CRM solution for investment managers, funds-of-hedge funds, hedge funds and private equity firms. As usual, many of the new features are derived from suggestions of ProTrak's growing global user community. A major emphasis of ProTrak's development effort is the provision of additional "tools" that give users more control over their ProTrak desktop without requiring IT support. A few of the new enhancements included in version 4.5 are: • New user customization options that allow users to set different background colors for the main profile windows and each data "pane" for better readability, to hide or view individual columns in each data pane and to select different "themes" for the main profile screens. • Users may now attach Crystal reports, Excel reports and/or other external reports directly to the ProTrak main menu for instant one-click execution. • ProTrak administrators may now specify default values and/or calculated values for individual data fields. • In addition to ProTrak's comprehensive security controls, security - more available

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Savaria Concord Implements Soffront CRM To Improve Sales, Lead ... - Emediawire (press release)

01-11-2007

Fremont, CA (PRWeb) January 11, 2007 -- Soffront® Software Inc., www.soffront.com, the leader of mid-market CRM software, today announced that Savaria Concord Lifts Inc., has implemented Soffront CRM as an on-demand application to automate sales and lead distribution to partners. Savaria Concord Lifts, one of North America's leading accessibility companies, provides home elevators, wheelchair lifts and stair chairs that facilitate mobility of people with special needs. Prior to Soffront, leads were manually downloaded from automatically generated .txt files into Microsoft Access and then distributed to the appropriate dealers. This process was highly inefficient and not feasible once the size of the company expanded. We needed a more efficient way to automatically manage leads from multiple web sites. "Savaria Corporation acquired Concord Elevator, Inc. in 2005, thereby doubling our business volume and the amount of leads we receive," explained Ian Clark, marketing manager, Savaria Concord Lift. "Prior to Soffront, leads were manually downloaded from automatically generated .txt files into Microsoft Access and then distributed to the appropriate dealers. This process was highly inefficient and not feasible once the size of the company expanded. We needed a more efficient way to automatically manage leads from multiple web sites." According to Clark, they - more available

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Microsoft widens partner access to next CRM release - Computerworld Malaysia

01-11-2007

Microsoft is giving some of its partners early access to the next major release of its CRM software, code-named “Titan”.By China MartensIDG News Service (Boston Bureau)Updated: Jan 11, 2007 04:24 PMMicrosoft Corp. is previewing the next major version of its Dynamics CRM (customer relationship management) software, code-named "Titan," with a growing number of its partners in the run-up to the mid-2007 product release. Microsoft announced the move Wednesday. "We said last summer that Titan will be out in summer 2007 and it will," said Brad Wilson, general manager of Microsoft Dynamics CRM. Titan, which will probably be officially known as Dynamics CRM 4.0 will be the first Microsoft CRM release based on a multitenant architecture and using a single code base to support three types of usage – on-premise, hosted by partners or Microsoft. The Microsoft-hosted offering will be called Dynamics Live CRM, the third member of the vendor's growing Live software-as-a-service (SAAS) product family, joining Windows Live and Office Live. Multitenancy is the ability of a SAAS vendor to host multiple customers' applications on a single server instead of dedicating servers to individual customers. Since multitenancy requires fewer servers, it's a cheaper way for vendors to run their hosting - more available

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