CustomerSoft Expands Sales and Marketing Capabilities in ESP v.3.7 Release; Workflow Automation, Enhanced User Customization Tools, Detailed Activity Tracking.

Business Editors/High-Tech Writers

DENVER--(BUSINESS WIRE)--Oct. 10, 2000

CustomerSoft, Inc. today announced the release of version 3.7 of the company's award-winning ESP customer relationship management software.

This release elevates the software to a higher level of sales and marketing functionality. The ESP v.3.7 upgrade includes automated workflow process functionality, a new activities tracking feature that is interactive with Microsoft(R) Office, and even more customization capabilities.

"CustomerSoft clients play an active role in shaping the development of our ESP software, specifically our v.3.7 release," said CustomerSoft President and CEO Dave Garcia. "They talked, we listened. With this release, ESP becomes an even more complete enterprise solution, with new functionality normally found only within best-of-breed sales and marketing products. Our clients will now be able to take advantage of enhanced key functionality, such as workflow automation, to strengthen and simplify relationships with their own customers."

Automated Workflow

With this release, users can quickly and easily automate all workflow processes. Simply define the jobs that need automation, define the triggers and events which govern those jobs, and choose the results required, whether that be sending an e-mail or fax, launching a notification, printing a report or data manipulation.

Four Levels of Activities Tracking

A new activities tracking feature enables users to track every action taken in relation to a customer interaction. For example, closing a new sale with a customer might involve telephone calls, a product demonstration, sending a sales proposal, and receiving a signed contract. ESP v.3.7 tracks information for each activity within the same incident.

This allows for greater management and reporting on the incident. Future activities can also be scheduled and managed using Microsoft(TM) Outlook.

Customizable Expert Messenger

Expert Messenger, which provides automated solutions to customer questions via e-mail integration, can now be customized to include messages created specifically for their company and customers. Also, when a customer sends a query into ESP via Expert Messenger, that query can be automatically assigned to a specific employee based on defined aliases. Messages can be routed based on message type and content. Carbon copy recipients can be determined at the same time.

New Release All About Expanded Automation and Customization

Other enhancements include hiding inactive users and drop down list items, automatically tracking outbound e-mail and other communications, and the ability to launch external applications from within ESP. Also available in CustomerSoft's ESP v.3.7 is the option to customize what contact information is tracked and utilized for customer interactions.

Whereas one company may differentiate customers based on product or geographical data, another company may need to track more industry-specific or caller-specific information. Any standard or customized field can be used to perform database searches and create lists or reports.

About CustomerSoft, Inc.

CustomerSoft, Inc. provides Customer Relationship Management (CRM) software for mid-tier companies. CustomerSoft's products help companies grow and maintain their client base through enhanced customer satisfaction, increased revenues and improved communications.

CustomerSoft's impressive customer base includes Go2Net, Rosemount Analytical, TDK Systems, Lifetouch Portrait Studios, Marie Callender's, Guess, Inc., Fiserv, CU Processing, Lutheran Healthcare Network, USDA, U.S. Army, Eastman Kodak, Gulf States Paper, Harcourt Brace, Blue Cross/Blue Shield, Micromotion, and many others.

The company's product line includes ESP -- The Expert Support Program(TM) and ESP Li@ison(TM). CustomerSoft, Inc. is a privately held company headquartered in Denver. For more information about CustomerSoft and our products, call 888/377-9980, or visit our website at http://www.customersoft.com.

Note to Editors: All trademarks, service marks, product and company names, including ESP(TM) and ESP Li@ison(TM) are the property of their respective owners.