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 facilitate Campaign Management?

Case Studies

Restaurants

CASE STUDY Swiss Chalet

Salesforce Marketing Cloud helped Swiss Chalet improve customer order processing and email engagement. The company needed better ways to collect and store order data, send personalized emails, and su...pport multiple brands in English and French. Softsquare set up a single data record for each order and used GTL for personalized emails. They built a single multilingual page for all brands. Order accuracy increased by 30%. Email engagement rates rose by 25%. The new system made marketing campaigns more efficient and improved customer experience.

Consumer Electronics

CASE STUDY Samsung

Salesforce CPQ helped Samsung after they bought a display unit company. Samsung needed to merge product data and customize their quote module. Softsquare set up Salesforce CPQ with custom price rules... and a profit margin plugin. They migrated all product data and integrated business processes. The new system supports complex pricing and helps Samsung manage quotes better.

Restaurants

CASE STUDY St Hubert BBQ Ltd

Salesforce Marketing Cloud helped St Hubert BBQ Ltd automate their gift card process. Before, the sales team handled orders by email, which was slow and hard. Softsquare built a custom Cloud Page for... gift card orders, with forms and Excel upload for big orders. They added payment integration with PayFacto and multilingual support. Now, all gift card orders and emails are automated. This made the process faster and easier for St Hubert and their customers.

Computer & Network Security

CASE STUDY WinMagic

Salesforce Marketing Cloud Account Engagement helped WinMagic improve their marketing. SoftSquare automated database segmentation for over 150,000 clients. They set up dynamic content for personalize...d emails. Connected campaigns let sales and marketing teams share data easily. WinMagic now converts prospects into opportunities more effectively.

Computer & Network Security

CASE STUDY Turing Video

Salesforce CPQ helped Turing Video automate their sales quoting process. Before, they used Excel sheets and struggled with errors and slow approvals. SoftSquare implemented Salesforce CPQ to handle p...roduct bundles, subscriptions, and renewals. The new system grouped products by location and sent discounts for approval automatically. Turing Video now generates accurate quotes and delivers products more efficiently.

Information Technology and Services

CASE STUDY Velociti

Salesforce helped Velociti manage work orders for technology deployment. Velociti struggled to track equipment, technician visits, and contract documents. Softsquare built a Salesforce cloud app to t...rack inventory, work status, and technician ratings. The app uses Google Maps for partner search and DrawLoop for reports. Velociti now manages daily work orders easily with this integrated solution.

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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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