Training & Support Overview

Salesboom.com is committed to customer satisfaction. As our customer, we want to help you successfully manage your customer relationships. We're with you every step of the way, providing resources you need to ensure that your CRM implementation is successful. World-class training and support is included as part of your salesboom.com package.

Online training courses and customer support are available for all Salesboom customers. Salesboom.com also offers training and support packages tailored to your specific organizational needs.

Support and Training Services
Check out the Training and Support center to find currently offered training classes. Just click the Training and Support link located in the upper right hand of the screen to view the training and support services offered to salesboom.com customers.

Customer Support
Salesboom.com realizes that the needs of customer's will differ from one organization to another. Therefore, several support packages are offered. Customer's can choose which support package best fits their organization's needs. From answering your user's inquiries to full administrative services, there's a support package that offers everything you need.

Support Packages
Features Team Edition Professional Edition Enterprise Edition
Case Response Time 24 business hours 24 business hours 24 business hours
Case Limit 25 per month per user Unlimited Unlimited
Phone Access -- Regular business hours 24 hours a day, 5 days a week
Toll-Free Phone Access -- Canada and the U.S. only Canada and the U.S. only
Personal Customer Service Rep. --
Administrative Services -- -- Salesboom.com performs all necessary administrative setup and maintenance on your behalf.

Training
Customized Training
The needs and knowledge level of each salesboom.com customer varies. Therefore, salesboom.com offers a wide range of classes to help customers get the most out of their salesboom.com Public classes conducted via the Internet are available to salesboom.com subscribers. These offer practical training on how to use and administrate the service and are available to Professional Edition, Enterprise Edition and Team Edition customers.

Private training classes are available that are tailored to your company's specific needs. Custom training services are also offered to help your company develop efficient business processes using salesboom.com



Classes Available
Title Topics Covered Details
Introduction / System Administrator Tutorial This course introduces users to Salesboom.com features, concepts, terminology and setup. Users will learn how online web based CRM software / web-based SFA services can help to streamline their business. Users will also learn how to set up and administer Salesboom for their organization. Users will learn how to setup their organization's profile, manage users, set up their organization's role hierarchy, define their organization's security access settings and use other administrative tools. Presentation type: Online e-Course
Duration: 90 minutes
Sales Rep Tutorial This course is recommended for all sales professionals and covers day-to-day tasks commonly performed by a sales representative such as managing accounts, contacts, leads and opportunities using salesboom.com Higher-level tasks, such as creating sales opportunities, generating revenue forecasts and importing data, will also be covered. Presentation type: Live Web Conference
Duration: 90 minutes
Customer Support Rep / Introduction to ERP Software Functionality This course is recommended for customer support users and covers the typical tasks associated with a customer support environment. Users will learn how to create and manage cases as well as add case solutions to their organization's knowledge base. Also included is a tutorial of Salesboom's Enterprise Resource Planning services such as Web based Project Management . Presentation type: Live Web Conference
Duration: 60 minutes
Executive Reporting & Analytics This course is recommended for users interested in creating useful and informative reports concerning their salesboom.com data. The fundamentals of creating and analyzing data will be discussed. Users will learn how to create and strategically analyze reports containing data about their organization's accounts, contacts, opportunities, forecasts, cases and solutions. Presentation type: Live Web Conference
Duration: 60 minutes

On-Site Training
Salesboom.com also offers training in person, brought directly to your office. Classes can be held for a minimum of 4 hours in length. The maximum number of participants depends only on what your facilities are able to accommodate. The training will be customized to suit your organization's business practices and procedures. Also included is a web and conference call based Q&A session, which must be conducted within 3 weeks of class completion.