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How can Color-Coding Customers in your CRM help your business?

A good CRM system is all about helping you target which leads require immediate followup with what message is appropriate and in a timely mannner. Color coding of Leads helps to visually prioritize your time by having programmable workflow rules automatically change the color of your records automatically. You can customize the workflow rules to automatically change color at an approporiate time, and you can even customize the colors that are displayed next to your Leads in the Leads Tab by simply using the color picker.

Here are a few examples of how reasons to color code your leads today and help your business succeed in sales:

To access these features, login to your Salesboom account at www.salesboom.com then click on Control Panel -> CRM Administration -> Setup Color Coding

Color Coding of Accounts

Account management is about knowing the account, and key contacts that need immediate attention versus those that are ok for now, versus those that are good candidates for closing current opportunities, up-sell opportunities and cross-sell opportunities. Salesboom automatically updates your accounts based on workflow rules that you control. When the correct time arrises in the Sales cycle, your acccount record will change color. By clicking the Accounts tab all your records are color coded to your exact training specifications to keep you on track and never letting any Account slip through the cracks.

Here are a few examples of how reasons to color code your Accounts today and help your business succeed in sales:

To access these features, login to your Salesboom account at www.salesboom.com then click on Control Panel -> CRM Administration -> Setup Color Coding

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