Softsquare: Use-Cases, Insights and Reviews | 2025 Cuspera

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Softsquare - Lead Round-Robin Rules engine for automatic Lead assignment

App Partner

Softsquare Overview

Softsquare, a trusted Salesforce Partner, excels in crafting tailored solutions for Salesforce clouds. Their expertise lies in developing innovative AppExchange products that address specific business needs. Through their solutions, Softsquare enhances Salesforce's capabilities, allowing businesses to customize their CRM systems for improved customer interactions and streamlined operations. By focusing on industry-specific challenges, they offer tools that optimize CRM performance, leading to better decision-making and increased ROI. One unique aspect of Softsquare's offerings is their ability to integrate seamlessly with existing Salesforce environments, ensuring a smooth transition and minimal disruption.

Use Cases

Customers recommend Contract Management, Campaign Management, Measuring Customer Satisfaction, as the business use cases that they have been most satisfied with while using Softsquare.

Other use cases:

Proposal & Quote Management
Subscription Management
Lead Management
Engagement Management
Lead Qualification: Technographic
Workflow Management

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Business Priorities

Enhance Customer Relationships and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Softsquare.

Other priorities:

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Softsquare Use-Cases and Business Priorities: Customer Satisfaction Data

Softsquare's features include Recording, and Alerts: Popups & Notifications. and Softsquare support capabilities include 24/7 Support, Email Support, AI Powered, etc. also Softsquare analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Softsquare is committed to 100% customer satisfaction...." Peer review

Softsquare provides an automatic Lead Round-Robin Rules engine and an Idle Opportunity Alert system. It also includes a Case/Lead response time tracker.

Comprehensive Insights on Softsquare Use Cases

How does Softsquare address your Campaign Management Challenges?

Case Studies

Professional Training & Coaching

CASE STUDY Disprz

Salesforce helped Disprz bring all their sales and marketing tools into one place. Before, Disprz used a CRM that was hard to customize and slowed down their work. SoftSquare used Sales Cloud and Par...dot to connect all their systems and automate tasks. Now, Disprz can manage leads and approvals faster. All customer data is in Salesforce, making it easy to control access and work together. This change made their sales and marketing teams more efficient.

Financial Services

CASE STUDY Debtspace LLC

Dashboard by Softsquare helped Debtspace LLC improve debt settlement operations. Debtspace faced low sales pipeline visibility, low team productivity, and poor integration. The Dashboard product, bui...lt on Salesforce, automated underwriting, enabled mobile processes, and integrated with credit bureaus and AI platforms. Debtspace saw higher lead conversion, faster enrollment, and saved time for sales reps. The product supports over $1 billion in enrolled debt and $300 million settled.

Manufacturing

CASE STUDY Laurentide Controls

AGrid helped Laurentide Controls improve sales operations in Salesforce. The sales team faced problems with disconnected data, manual effort, and limited control over related data. AGrid gave them en...hanced hierarchy views and one-page opportunity management. The tool provided automatic roll-ups for better visibility and customizable data display. This made sales processes faster and easier for the team.

Food & Beverages

CASE STUDY S.Spitz GmbH

AGrid helped S.Spitz GmbH, a food and beverage manufacturer, improve Salesforce operations. Before AGrid, teams struggled with scattered data and slow updates. AGrid gave them a unified grid view for... products and parts. Teams could edit data directly in the grid. Multiple grids on one page let each department see what they needed. This made tracking production and managing inventory faster and easier.

Non-Profit Organization Management

CASE STUDY Oranje Fonds

Media Manager helped Oranje Fonds speed up file management in Salesforce. The team had trouble with slow file access, hard navigation, and limited file tools. Media Manager gave them fast previews, e...asy navigation, and better file controls. The team now finds and reviews documents faster. This led to big time savings and a smoother grant process.

Consumer Goods

CASE STUDY Mark Anthony Group

Salesforce Consumer Goods cloud and Salesforce Maps helped Mark Anthony Group improve sales and retail execution. The company faced challenges with planning, tracking, and data management for on-prem...ise reps. Softsquare built a custom Survey module and used Media Manager for easy product catalog access. The solution increased productivity and efficiency for reps and sales managers. Mark Anthony Group achieved better data tracking and streamlined activities with these tools.

Softsquare Features

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FEATURE	RATINGS AND REVIEWS
Custom Reports	3.63/5 ★ Read Reviews (6)
Analytics	3.21/5 ★ Read Reviews (2)

CAPABILITIES	RATINGS AND REVIEWS
Custom Reports	3.63/5 ★ Read Reviews (6)
Analytics	3.21/5 ★ Read Reviews (2)

Software Failure Risk Guidance

for Softsquare

Top Failure Risks for Softsquare

Softsquare News

Product 07/07/2025

Solving User Management Headaches: Secure, Automated & Configurable

Softsquare introduces User 360, a native Salesforce solution designed to automate user lifecycle management. User 360 offers features like process templates, license optimization, record transfers, and real-time workflows. It aims to reduce manual tasks, cut license costs, and enhance security and compliance for Salesforce admins.

Product 17/04/2025

Media Manager Spring25 Release Notes

Media Manager Spring '25 Release introduces features for improved file management in Salesforce, including dynamic grouping by file type and related records, enhancing user navigation and control.

10/06/2024

Implementing Second-Generation Packaging (2GP) in Salesforce

Welcome to our comprehensive guide on implementing Second-Generation Packaging (2GP) in Salesforce! In this blog post, we’ll walk you through the step-by-step process of leveraging 2GP, a powerful feature in Salesforce that revolutionizes how you package and distribute your applications. Whether you’re a seasoned developer looking to streamline your packaging workflow or a newcomer eager…

The post Implementing Second-Generation Packaging (2GP) in SalesforceÂ appeared first on Softsquare.

02/05/2024

Common Vulnerabilities Impacting Security Reviews

Security Review Vulnerabilities are crucial considerations when preparing to launch your Salesforce app on the AppExchange platform. At Salesforce, trust is paramount, reflected in our thorough security reviews. This blog serves as your comprehensive guide to navigating the AppExchange security review process, ensuring your app is well-prepared for success with enhanced security measures. Common Vulnerabilities…

The post Common Vulnerabilities Impacting Security Reviews appeared first on Softsquare.

Softsquare Profile

Company Name

Softsquare

Company Website

https://softsquare.biz/

HQ Location

Toronto, Ontario

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