Our Online CRM puts the power of strategic marketing at your fingertips. Our 20+ years in the CRM industry have allowed us to create the most powerful marketing tools for your business and brand. Drip marketing campaigns, lead generation, and marketing collateral storage are just some of the key-features you will be able to access, anytime and anywhere. Sign up for a free trial and begin to customize and integrate marketing campaigns today.
| Business Development Feature | Description |
|---|---|
| Lead Generation and Prospecting | Utilize lead generation tools, prospecting features, lead capture forms, web forms, landing pages, lead scoring, lead enrichment, and lead qualification capabilities within the SFA system to identify, capture, qualify, and prioritize potential leads, prospects, and opportunities for sales teams to focus on high-potential leads, improve lead quality, and accelerate lead conversion rates. |
| Account-Based Marketing (ABM) | Implement Account-Based Marketing (ABM) strategies within the SFA system to target key accounts, strategic customers, high-value prospects, and industry verticals through personalized marketing campaigns, account profiling, segmentation, account-based advertising, targeted content, and account-based selling approaches to drive engagement, nurture relationships, and win key accounts for business growth and revenue generation. |
| Sales Pipeline Management | Manage sales pipelines, deal stages, sales stages, pipeline visibility, sales forecasting, opportunity tracking, deal progression, pipeline analytics, and sales performance metrics within the SFA system to track sales activities, manage sales cycles, forecast revenue, identify bottlenecks, optimize sales processes, and improve pipeline efficiency for effective pipeline management and sales pipeline optimization. |
| Customer Relationship Management (CRM) | Leverage CRM functionalities within the SFA system for customer relationship management, customer data management, account management, contact management, customer engagement, customer insights, customer communications, relationship tracking, and customer retention strategies to build strong customer relationships, drive customer loyalty, improve customer satisfaction, and maximize customer lifetime value (CLV). |
| Sales Forecasting and Analytics | Utilize sales forecasting tools, predictive analytics, sales performance dashboards, KPI tracking, sales analytics, trend analysis, historical data analysis, and predictive modeling within the SFA system to forecast sales revenue, predict sales outcomes, identify sales trends, analyze sales performance, measure sales effectiveness, and make data-driven decisions for accurate sales forecasting and sales strategy optimization. |
| Opportunity Management and Deal Tracking | Manage opportunities, sales deals, deal stages, deal tracking, deal progress, opportunity scoring, win/loss analysis, sales quotes, proposal management, deal negotiations, and contract management within the SFA system to track sales opportunities, close deals, manage sales contracts, negotiate terms, and streamline deal management processes for effective opportunity management and deal tracking. |
| Sales Collaboration and Team Communication | Foster sales collaboration, team communication, sales team collaboration, cross-functional collaboration, collaboration tools integration, real-time messaging, document sharing, task management, and sales team coordination within the SFA system to facilitate teamwork, improve communication, share insights, collaborate on deals, and enhance sales collaboration across teams, departments, and stakeholders. |
| Business Intelligence and Market Insights | Access business intelligence tools, market insights, competitive analysis, industry trends, market research data, customer insights, sales intelligence, and market segmentation within the SFA system to gain actionable insights, understand market dynamics, identify growth opportunities, analyze competition, and make informed decisions for strategic business development, market expansion, and competitive positioning. |
| Sales Training and Enablement | Provide sales training materials, sales enablement resources, product training, sales playbooks, onboarding resources, sales training modules, coaching sessions, and sales content within the SFA system to empower sales teams, improve sales skills, enhance product knowledge, deliver effective sales pitches, and equip sales reps with the tools and knowledge needed to succeed in sales engagements and customer interactions. |
| Partner Relationship Management (PRM) | Manage partner relationships, channel partnerships, partner programs, deal registration, partner portals, co-selling opportunities, partner incentives, channel marketing resources, and partner communications within the SFA system to nurture partner relationships, drive channel sales, collaborate with partners, expand market reach, and maximize revenue through effective partner relationship management and channel management strategies. |
| Business Development Automation and Workflows | Automate business development workflows, sales processes, lead nurturing campaigns, follow-up sequences, outreach activities, email marketing, prospect engagement, and sales automation tasks within the SFA system to streamline business development efforts, improve sales productivity, scale outreach efforts, and automate repetitive tasks for efficient business development and sales growth. |
| Customer Feedback and Relationship Building | Gather customer feedback, customer surveys, feedback forms, NPS (Net Promoter Score), customer reviews, testimonials, and customer satisfaction metrics within the SFA system to understand customer sentiment, gather insights, address customer needs, build strong relationships, enhance customer experience, and foster customer loyalty through proactive customer engagement and relationship-building initiatives. |
| Market Segmentation and Targeting | Segment markets, customer segments, target audiences , buyer personas, industry verticals, geographic regions, and market segments within the SFA system to personalize marketing efforts, tailor messaging, customize sales pitches, and target specific market segments with relevant offers, solutions, and value propositions to improve lead quality, boost conversions, and drive targeted sales and marketing campaigns. |
| Strategic Planning and Business Growth | Develop strategic business plans, growth strategies, market expansion plans, go-to-market strategies, sales growth initiatives, account strategies, and business development roadmaps within the SFA system to set strategic goals, define growth objectives, outline action plans, allocate resources, prioritize initiatives, and drive business growth through focused business development efforts and strategic planning processes. |
Salesboom.com's Cloud Marketing Campaign Management Software is the perfect solution for any Marketing initiative. Track the number of sales leads, contacts, sales opportunities and accounts that each Campaign has generated. Automate and manage off-line as well as online Marketing and Sales Campaigns. Create customized Reports and share data with the channel, sales, or support in real time. Your Marketing Campaign data is always available from any computer that has Internet access. It just doesn't get more convenient than that. read more
| Feature | Description |
|---|---|
| Lead Capture and Import | Capture leads from various sources such as websites, landing pages, social media, events, webinars, and marketing campaigns, or import leads from external sources into the SFA system. |
| Lead Scoring and Qualification | Assign lead scores based on lead attributes, behaviors, engagement levels, demographics, firmographics, and buying intent, to prioritize leads and focus efforts on high-quality leads. |
| Lead Assignment and Distribution | Automatically assign leads to appropriate sales reps or teams based on predefined criteria such as geography, territory, product expertise, workload, or round-robin distribution rules. |
| Lead Data Enrichment | Enrich lead profiles with additional data such as company information, industry insights, social media activity, and behavioral data to enhance lead understanding and segmentation. |
| Lead Duplicates and Cleansing | Detect and merge duplicate leads, cleanse and standardize lead data, and ensure data accuracy and integrity to maintain a clean and reliable lead database within the SFA system. |
| Lead Status Tracking | Track lead status, progression through the sales funnel, lead source, lead response time, and lead activity history to monitor lead lifecycle stages and identify bottlenecks or gaps. |
| Lead Engagement Tracking | Monitor lead engagement metrics such as website visits, content downloads, email opens, form submissions, and social media interactions to gauge interest and prioritize follow-ups. |
| Lead Follow-up Reminders | Set reminders and alerts for lead follow-ups, tasks, appointments, and nurturing activities within the SFA system to ensure timely and personalized interactions with leads. |
| Lead Conversion Tracking | Track lead conversion rates, conversion sources, and conversion paths to measure the effectiveness of lead generation efforts, marketing channels, and sales conversion strategies. |
| Lead Source Attribution | Attribute lead sources and campaigns to track the effectiveness of marketing channels, advertising campaigns, events, and lead generation initiatives in generating qualified leads. |
| Feature | Description |
|---|---|
| Lead Capture and Import | Capture leads from various sources such as websites, landing pages, social media, events, webinars, and marketing campaigns, or import leads from external sources into the SFA system. |
| Lead Scoring and Qualification | Assign lead scores based on lead attributes, behaviors, engagement levels, demographics, firmographics, and buying intent, to prioritize leads and focus efforts on high-quality leads. |
| Lead Assignment and Distribution | Automatically assign leads to appropriate sales reps or teams based on predefined criteria such as geography, territory, product expertise, workload, or round-robin distribution rules. |
| Lead Data Enrichment | Enrich lead profiles with additional data such as company information, industry insights, social media activity, and behavioral data to enhance lead understanding and segmentation. |
| Lead Duplicates and Cleansing | Detect and merge duplicate leads, cleanse and standardize lead data, and ensure data accuracy and integrity to maintain a clean and reliable lead database within the SFA system. |
| Lead Status Tracking | Track lead status, progression through the sales funnel, lead source, lead response time, and lead activity history to monitor lead lifecycle stages and identify bottlenecks or gaps. |
| Lead Engagement Tracking | Monitor lead engagement metrics such as website visits, content downloads, email opens, form submissions, and social media interactions to gauge interest and prioritize follow-ups. |
| Lead Follow-up Reminders | Set reminders and alerts for lead follow-ups, tasks, appointments, and nurturing activities within the SFA system to ensure timely and personalized interactions with leads. |
| Lead Conversion Tracking | Track lead conversion rates, conversion sources, and conversion paths to measure the effectiveness of lead generation efforts, marketing channels, and sales conversion strategies. |
| Lead Source Attribution | Attribute lead sources and campaigns to track the effectiveness of marketing channels, advertising campaigns, events, and lead generation initiatives in generating qualified leads. |
| Lead to Closed Sales Process | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Lead Capture and Qualification | Capture, qualify, and distribute leads to sales reps based on predefined criteria, lead scores, and buyer personas, ensuring that leads are promptly and accurately routed to the right sales professionals for effective follow-ups and engagement. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Lead Nurturing and Engagement | Nurture leads through targeted campaigns, personalized communications, value-added content, and follow-ups to build relationships, educate prospects, address pain points, and move leads through the sales funnel toward conversion and closed sales. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Sales Opportunity Creation and Management | Convert qualified leads into sales opportunities within the SFA system, manage opportunity details, stages, progress, activities, and interactions, and collaborate with team members to drive opportunities toward closure and successful sales conversions. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Sales Quoting, Proposals, and Contracts | Create and manage sales quotes, proposals, and contracts within the SFA system, including pricing, terms, discounts, approvals, version tracking, and electronic signatures, to streamline the quoting process, accelerate deal closures, and ensure contract compliance. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Sales Negotiation and Deal Closure | Conduct negotiations, discussions, and deal closures within the SFA platform, track negotiation progress, manage objections, handle objections, address customer concerns, and finalize sales agreements to achieve successful sales outcomes and win-win partnerships. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Sales Order Processing and Fulfillment | Process sales orders, manage order details, inventory availability, shipping, delivery, invoicing, and payment processing within the SFA system to ensure smooth order fulfillment, accurate billing, and timely delivery of products/services to customers. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Sales Revenue Tracking and Reporting | Track sales revenue, deal values, sales margins, discounts, revenue forecasts, and revenue recognition within the SFA system, generate revenue reports, dashboards, and analytics, and analyze revenue trends and patterns for strategic decision-making and financial planning. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Sales Performance Analytics and Insights | Analyze sales performance metrics, conversion rates, win rates, sales cycle times, quota attainment, and individual/team performance using built-in analytics tools, generate performance reports, identify trends, and derive actionable insights for sales optimization. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Sales Forecasting and Predictive Analytics | Utilize historical data, market trends, predictive analytics, and forecasting models to predict future sales trends, revenue projections, demand forecasting, resource allocation requirements, and business growth opportunities, and adjust sales forecasts based on real-time insights. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Sales Deal Collaboration and Updates | Collaborate with internal teams, stakeholders, partners, and customers on deals, share deal updates, progress reports, documents, and insights within the SFA system, foster collaboration, alignment, transparency, and coordinated efforts for successful deal management. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Sales Contract Management and Compliance | Manage sales contracts, agreements, terms, conditions, compliance requirements, legal documentation, and contract renewals within the SFA platform, ensure contract compliance, mitigate risks, and adhere to regulatory and legal standards throughout the sales process. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Sales Performance Monitoring and Coaching | Monitor sales performance metrics, track progress toward sales goals, provide coaching, feedback, and performance insights to sales reps and teams, identify training needs, and implement performance improvement strategies to drive sales excellence and goal achievement. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Sales Customer Relationship Management (CRM) Integration | Integrate sales processes, customer data, opportunities, and interactions seamlessly with the CRM system, synchronize data between sales and CRM platforms, and maintain a unified view of customer relationships, activities, and sales performance across the organization. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Sales Territory Management and Allocation | Define sales territories, assign leads, opportunities, and accounts to sales territories, optimize territory coverage, manage territory quotas, and track sales performance by territory to maximize sales effectiveness, coverage, and revenue generation in each region. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Territory Management | Description |
|---|---|
| Territory Design and Planning | Design and plan sales territories based on geographical regions, customer segments, industry verticals, product lines, sales potential, revenue targets, market opportunities, and other criteria within the SFA system to optimize sales coverage, allocate resources effectively, and maximize sales potential in each territory. |
| Territory Mapping and Alignment | Map territories, align sales territories with organizational goals, sales strategies, market segments, customer profiles, and sales quotas, and ensure equitable distribution of accounts, leads, opportunities, and sales targets among sales reps within each territory to achieve balanced workload and equitable sales opportunities across territories. |
| Account and Customer Assignment | Assign accounts, customers, prospects, leads, opportunities, and sales targets to specific sales territories, sales reps, sales teams, or sales channels based on predefined rules, criteria, territory assignments, segmentation rules, territory ownership, account hierarchies, and customer relationships within the SFA system for effective territory management and targeted sales efforts. |
| Territory Hierarchy and Sales Coverage | Define territory hierarchies, nested territories, parent-child relationships, territory levels, sub-territories, and territory ownership structures within the SFA system to manage complex territory structures, regional sales teams, hierarchical sales organizations, and ensure comprehensive sales coverage, accountability, and visibility across territories and sales teams. |
| Territory Performance Tracking and Analytics | Track territory performance metrics, sales activities, revenue targets, quota attainment, sales pipeline, opportunity conversion rates, customer acquisition rates, territory growth, and other key performance indicators (KPIs) within the SFA system to assess territory effectiveness, monitor sales performance, identify growth opportunities, and make data-driven decisions for territory optimization. |
| Territory-Based Sales Forecasting and Planning | Utilize territory-based sales forecasting models, predictive analytics, demand forecasting tools, and machine learning algorithms within the SFA system to forecast territory revenues, sales projections, market demand, opportunity pipelines, territory growth potential, and anticipate sales trends for proactive territory planning, resource allocation, and strategic decision-making. |
| Territory Collaboration and Communication | Facilitate collaboration, communication, knowledge sharing, and coordination among sales reps, teams, and managers operating in the same territory or across multiple territories within the SFA system, enabling real-time updates, information sharing, best practice sharing, collaboration on sales strategies, and alignment on territory goals, targets, and action plans. |
| Territory-Based Quota Management and Incentives | Set territory-based sales quotas, targets, objectives, performance goals, incentive structures, commission plans, bonus schemes, and rewards programs within the SFA system to motivate sales reps, drive performance, align incentives with territory goals, and incentivize sales achievements within each territory for increased sales productivity and goal attainment. |
| Territory-Based Marketing and Campaign Management | Align marketing strategies, campaigns, promotions, lead generation activities, and customer engagement initiatives with territory-specific needs, customer preferences, market segments, and sales objectives within the SFA system to drive targeted marketing efforts, personalized campaigns, territory-specific messaging, and maximize marketing impact within each territory. |
| Territory Insights and Business Intelligence | Leverage territory insights, business intelligence tools, analytics dashboards, territory heatmaps, geographical analytics, market data, competitive analysis, customer demographics, and territory performance reports within the SFA system to gain actionable insights, strategic intelligence, competitive advantage, and optimize sales strategies for each territory. |
| Territory-Based Customer Relationship Management | Manage customer relationships, interactions, communications, account management, and customer service activities within each territory using CRM functionalities integrated with SFA systems to provide personalized customer experiences, address customer needs, resolve issues, upsell/cross-sell opportunities, and build long-term relationships within each territory. |
| Territory Expansion and Realignment | Identify territory expansion opportunities, market gaps, untapped segments, new market penetration opportunities, and strategic partnerships within the SFA system, and realign territories, adjust territory boundaries, reassign accounts, and optimize territory structures to capitalize on growth opportunities, enter new markets, and expand market share effectively. |
| Territory-Based Sales Training and Development | Provide territory-based sales training, coaching programs, skill development initiatives, onboarding resources, knowledge sharing platforms, and learning opportunities within the SFA system to empower sales reps, enhance sales capabilities, improve performance, and equip teams with the skills and knowledge needed to succeed in their respective territories and market segments. |
| Territory Governance and Compliance | Establish territory governance frameworks, rules of engagement, territory ownership policies, conflict resolution protocols, and compliance guidelines within the SFA system to ensure fair competition, prevent territory conflicts, resolve disputes, enforce territory rules, and maintain ethical standards in territory management and sales operations across the organization. |
Salesboom's adding more functionality into its web based CRM software system by giving you the tools you need to conduct your mass email marketing campaigns through the Salesboom system. Now you can make sure all the leads, contacts and customers in your database can receive targeted, direct emails that are relevant and contextual to your small business. Have a new product that you think would be great for customer's who previously purchased a similar product from your small business? Great! Easily run a quick report in Salesboom to isolate all those customers and send them a direct e-mail informing them of the new product or promotion, and how they can benefit. Drive traffic to your website or to your sales representatives through Salesboom's mass e-mail marketing software! read more
| Feature | Description |
|---|---|
| Email Tracking | Track and log email interactions between sales reps and contacts/accounts within the SFA system, including sent emails, opens, clicks, and replies, for visibility and follow-up. |
| Email Synchronization | Sync emails seamlessly between email clients (e.g., Outlook, Gmail) and the SFA system, ensuring that all email communications are centrally stored and accessible within the SFA platform. |
| Email Templates | Create and use pre-designed email templates for common sales communications, such as follow-ups, introductions, proposals, and responses, to save time and maintain consistency. |
| Automated Email Campaigns | Design and execute automated email campaigns within the SFA system, including drip campaigns, nurture sequences, and targeted email blasts based on customer segments and behaviors. |
| Email Open and Click Tracking | Monitor email open rates, click-through rates (CTR), and engagement metrics to assess the effectiveness of email campaigns, prioritize follow-ups, and identify interested prospects. |
| Personalized Email Merge | Personalize email communications by merging contact/account data from the SFA system into email templates, including recipient names, company details, and customized content. |
| Email Follow-up Reminders | Set reminders and alerts for email follow-ups, scheduled sends, and next steps within the SFA system, ensuring timely and proactive follow-up actions based on email interactions. |
| Email Analytics and Reporting | Analyze email performance metrics, campaign effectiveness, conversion rates, and ROI using built-in email analytics and reporting tools integrated with the SFA system. |
| Email Collaboration and Sharing | Enable team collaboration on email communications by sharing templates, drafts, and campaign insights within the SFA system, fostering alignment and knowledge sharing among teams. |
| Email Activity History | Maintain a history of email activities, communications, and engagements within contact/account records in the SFA system, providing a complete view of customer email interactions. |
| Email Integration with CRM | Integrate email communications seamlessly with the CRM system to synchronize customer data, activities, and email interactions across sales and customer relationship management. |
| Email System | Description |
|---|---|
| Microsoft Outlook Integration | Integrate with Microsoft Outlook for seamless email communication, tracking, templates, scheduling meetings, calendar integration, task management, contact synchronization, and productivity tools within the SFA platform. |
| Gmail Integration | Integrate with Gmail for email communication, tracking, templates, scheduling meetings, calendar integration, task management, contact synchronization, and productivity tools within the SFA platform. |
| Apple Mail Integration | Integrate with Apple Mail for email communication, tracking, templates, scheduling meetings, calendar integration, task management, contact synchronization, and productivity tools within the SFA platform. |
| Outlook.com Integration | Integrate with Outlook.com for email communication, tracking, templates, scheduling meetings, calendar integration, task management, contact synchronization, and productivity tools within the SFA platform. |
| IBM Notes (Lotus Notes) Integration | Integrate with IBM Notes for email communication, tracking, templates, scheduling meetings, calendar integration, task management, contact synchronization, and productivity tools within the SFA platform. |
| Zoho Mail Integration | Integrate with Zoho Mail for email communication, tracking, templates, scheduling meetings, calendar integration, task management, contact synchronization, and productivity tools within the SFA platform. |
| ProtonMail Integration | Integrate with ProtonMail for email communication, tracking, templates, scheduling meetings, calendar integration, task management, contact synchronization, and productivity tools within the SFA platform. |
| Thunderbird Integration | Integrate with Mozilla Thunderbird for email communication, tracking, templates, scheduling meetings, calendar integration, task management, contact synchronization, and productivity tools within the SFA platform. |
| Exchange Online (Office 365) Integration | Integrate with Exchange Online (Office 365) for email communication, tracking, templates, scheduling meetings, calendar integration, task management, contact synchronization, and productivity tools within the SFA platform. |
| Mailchimp Integration | Integrate with Mailchimp for email marketing campaigns, tracking, automation workflows, subscriber management, segmentation, analytics, and reporting within the SFA platform. |
| Constant Contact Integration | Integrate with Constant Contact for email marketing campaigns, tracking, automation workflows, subscriber management, segmentation, analytics, and reporting within the SFA platform. |
| SendGrid Integration | Integrate with SendGrid for email delivery, tracking, automation workflows, transactional emails, marketing emails, analytics, and reporting within the SFA platform. |
In minutes you can change what documents your organization is using to support the sales process. This control allows the flexibility you need in today’s agile business environments and tough sales cycles. Real time access to that white paper, customer testimonial, case study, marketing campaign, sales promotions, currently running advertisements, whatever, can make the difference between getting a ‘yes’ or getting a ‘no’. read more
The Auto response emails feature allows you to send automated pre-written emails to your clients. When you have similar cases or frequent questions from your clients you can create an auto response email with a specific content that answer that frequent question. When the condition is satisfied, that reply email on this issue will sent. You can create many auto response emails as you like depend on your business needs. Personalized responses to customer inquiries go out immediately and automatically with Salesboom's auto-response e-mail. You can tailor responses based on the nature of the inquiry or specific information supplied by the customer. read more
| Marketing Features | Description |
|---|---|
| Contact Database | Maintain a centralized database of customer contacts, including individual contacts, key stakeholders, decision-makers, influencers, and their associated organizations. |
| Contact Segmentation | Segment contacts based on criteria such as industry, company size, location, buying behavior, engagement level, or custom tags, enabling targeted and personalized communication. |
| Contact Information | Capture and store comprehensive contact information, including names, titles, roles, departments, phone numbers, email addresses, social media profiles, and physical addresses. |
| Communication History | Track and log all communications and interactions with contacts, including emails, phone calls, meetings, notes, and tasks, providing a complete history of engagements. |
| Lead Capture and Qualification | Capture leads from various sources such as website forms, marketing campaigns, events, and referrals, and qualify leads based on predefined criteria and lead scoring models. |
| Contact Engagement Tracking | Monitor and track contact engagement metrics such as email opens, clicks, website visits, content downloads, and event attendance to gauge interest and prioritize follow-ups. |
| Contact Activity Reminders | Set reminders and alerts for follow-up actions, tasks, appointments, and communication touchpoints with contacts to ensure timely and proactive engagement management. |
| Relationship Mapping | Visualize relationships and connections between contacts, accounts, and stakeholders using relationship maps or organizational charts, facilitating relationship-building efforts. |
| Social Media Integration | Integrate with social media platforms to gather insights, monitor social activities, engage with contacts on social channels, and leverage social selling strategies effectively. |
| Contact Duplication Management | Detect and merge duplicate contact records to maintain data accuracy, prevent redundancy, and ensure a single source of truth for contact information across the organization. |
| Contact Data Enrichment | Enrich contact profiles with additional data such as firmographics, industry insights, news mentions, and social media updates to enhance understanding and personalize interactions. |
| Contact Communication Tools | Provide communication tools within the SFA system for emails, calls, SMS, and messaging, enabling seamless communication with contacts and tracking all interactions in one place. |
| Contact Privacy and Compliance | Ensure compliance with data privacy regulations (e.g., GDPR, CCPA) by implementing security measures, consent management, and data protection policies for contact information. |
| Feature | Description |
|---|---|
| Customizable Dashboards | Create personalized dashboards with drag-and-drop widgets, charts, graphs, and KPI tiles to visualize key sales metrics, performance indicators, and actionable insights. |
| Real-time Data Updates | Ensure that sales dashboards are updated in real time or at predefined intervals to provide accurate and current data on sales activities, pipeline status, and performance trends. |
| Sales Performance Metrics | Display a variety of sales performance metrics such as revenue, sales velocity, win rates, average deal size, conversion rates, and sales cycle length on the sales dashboards. |
| Pipeline Analytics | Provide visual representations of the sales pipeline, including pipeline stages, deal progression, conversion rates, and expected revenue, to track and optimize sales opportunities. |
| Forecast Accuracy Tracking | Monitor forecast accuracy by comparing forecasted sales figures with actual sales results on the sales dashboards, identifying trends, discrepancies, and areas for improvement. |
| Team and Individual Performance | Track and compare sales performance metrics for individual sales reps, teams, territories, or product lines on the sales dashboards, facilitating performance evaluation and coaching. |
| Historical Performance Trends | Display historical sales data, trends, and comparisons over time on the sales dashboards, enabling analysis of past performance, seasonality patterns, and year-over-year growth. |
| Goal vs. Actual Performance | Show progress towards sales quotas, targets, and goals against actual sales performance on the sales dashboards, highlighting achievements, gaps, and areas needing attention. |
| Drill-down and Filter Options | Provide interactive drill-down capabilities and filtering options on sales dashboards to explore data at a granular level, investigate root causes, and identify actionable insights. |
| Mobile-Friendly Dashboards | Ensure that sales dashboards are accessible and optimized for mobile devices, allowing sales teams to view and analyze data on the go, make informed decisions, and take timely actions. |
| Alerts and Notifications | Set up customizable alerts and notifications on the sales dashboards to notify sales managers and reps about critical updates, milestones, or performance thresholds in real time. |
| Document Management Processes | Description |
|---|---|
| Document Management System (DMS) Integration | Integrate with Document Management Systems (DMS) such as SharePoint, Google Drive, OneDrive, Dropbox, Box, and other DMS platforms to store, organize, access, and manage documents, files, contracts, proposals, sales collateral, marketing materials, legal documents, and business records within the SFA system for centralized document storage, version control, document security, and streamlined document management processes. |
| Document Generation and Templates | Incorporate document generation capabilities within the SFA system to create, edit, customize, and automate document templates, reports, proposals, quotes, contracts, invoices, sales presentations, marketing collateral, and other business documents using predefined templates, merge fields, variables, placeholders, and dynamic content generation for efficient document creation, standardized formatting, and personalized document generation based on user inputs and data from CRM/ERP systems. |
| eSignature Integration and Digital Signatures | Integrate with eSignature solutions such as DocuSign, Adobe Sign, HelloSign, SignEasy, PandaDoc, and other eSignature platforms to enable digital signatures, electronic document signing, approval workflows, document routing, signature tracking, and eSignature authentication within the SFA system for secure, legally-binding, and paperless document transactions, contract management, and electronic signature workflows with customers, partners, and stakeholders. |
| Document Collaboration and Sharing | Enable document collaboration, sharing, co-authoring, version history, comments, annotations, and real-time document editing features within the SFA system to facilitate team collaboration, document reviews, feedback collection, collaborative editing, and document approval workflows among sales teams, partners, stakeholders, and customers for seamless collaboration on sales documents, project proposals, contracts, and business agreements. |
| Document Search and Retrieval | Implement advanced document search capabilities, metadata tagging, keyword search, full-text search, filters, sorting options, and document indexing within the SFA system to enable quick and efficient document retrieval, search results filtering, content discovery, and document access based on document attributes, tags, categories, keywords, and user-defined search criteria for improved document management and information retrieval. |
| Document Security and Access Controls | Enforce document security measures, access controls, user permissions, role-based access, encryption standards, data protection policies, audit trails, document expiration, and compliance with regulatory standards (GDPR, HIPAA, etc.) within the SFA system to ensure document confidentiality, prevent unauthorized access, protect sensitive information, track document activities, and maintain compliance with data privacy regulations and security standards for secure document handling. |
| Vector Database Integration and Graphics Support | Integrate with vector databases, graphics libraries, image repositories, graphic design tools, and vector graphics formats (SVG, EPS, AI, PDF) within the SFA system to support vector graphics, scalable images, high-resolution graphics, illustrations, diagrams, charts, infographics, and visual elements in documents, presentations, sales collateral, marketing materials, and reports for enhanced visual appeal, professional design, and impactful communication with customers and stakeholders. |
| Document Workflow Automation and Approval | Automate document workflows, approval processes, document routing, task assignments, notifications, reminders, approval escalations, and document lifecycle management within the SFA system to streamline document approvals, expedite review cycles, track document status, manage document revisions, and ensure timely document approvals, reducing manual efforts, minimizing delays, and improving efficiency in document handling and approval workflows. |
| Offline Document Access and Mobile Document Management | Enable offline document access, offline caching, document synchronization, and mobile document management features within the SFA mobile app to allow users to access, view, edit, annotate, share, and collaborate on documents even without internet connectivity, sync document changes when online, and maintain productivity in remote or offline environments with seamless document access and mobile-friendly document management capabilities on mobile devices. |
| Document Analytics and Usage Tracking | Incorporate document analytics, usage tracking, document engagement metrics, access logs, document views, downloads, shares, time spent per document, and user activity tracking within the SFA system to analyze document performance, track document usage patterns, measure document effectiveness, and gain insights into user engagement with documents for data-driven decision-making, content optimization, and document performance analysis to improve document ROI and user engagement. |
| API Integration for Third-Party Document Services and Platforms | Integrate with third-party document services, content management platforms, cloud document repositories, API-based document tools, and document automation solutions using APIs, webhooks, SDKs, and connectors to extend document management functionalities, leverage external document services, automate document workflows, and integrate with external document sources, enhancing document management capabilities within the SFA system with seamless API integrations. |
| Document Archiving, Retention Policies, and Compliance Management | Implement document archiving, retention policies, document expiration, document lifecycle management, retention schedules, document disposal, and compliance with document retention regulations, legal requirements, and industry standards within the SFA system to manage document retention, storage optimization, compliance with retention policies, and ensure regulatory compliance with document retention rules, data retention laws, and industry-specific regulations. |
| Contract Management Processes | Description |
|---|---|
| Contract Creation and Authoring | Create and author contracts, agreements, terms, and legal documents within the contract management system, including contract templates, clauses, terms and conditions, pricing details, deliverables, timelines, and contractual obligations. |
| Contract Templates and Standardization | Utilize standardized contract templates, predefined clauses, boilerplate language, contract language libraries, and legal compliance templates to streamline contract creation, ensure consistency, reduce errors, and expedite contract authoring and negotiation processes. |
| Contract Collaboration and Approval Workflows | Collaborate on contracts, share contract drafts, track changes, manage version control, and facilitate contract negotiations among stakeholders, legal teams, sales representatives, customers, and partners using approval workflows, electronic signatures, and contract redlining tools. |
| Contract Renewals and Amendments | Manage contract renewals, amendments, extensions, and modifications within the contract management system, track contract milestones, renewal dates, terms changes, pricing adjustments, and automate renewal notifications, reminders, and approval processes to ensure timely contract renewals and updates. |
| Contract Lifecycle Management | Manage the entire contract lifecycle from creation to execution, monitoring, compliance, renewal, and closure, track contract milestones, obligations, deliverables, key dates, deadlines, and manage contract repositories, document retention, and archiving for audit trails and compliance purposes. |
| Contract Negotiation and Approval | Facilitate contract negotiations, handle counteroffers, manage approval processes, obtain necessary approvals, and route contracts for legal review, compliance checks, and executive sign-offs using automated workflows, notifications, alerts, and escalations within the contract management system. |
| Contract Compliance and Risk Management | Ensure contract compliance with regulatory requirements, legal standards, company policies, industry regulations, and contractual obligations, mitigate risks, enforce contract terms, monitor deviations, manage disputes, and identify potential risks using risk assessment tools and compliance monitoring features. |
| Contract Analytics and Performance Tracking | Analyze contract performance metrics, track contract value, revenue impact, contract profitability, renewal rates, compliance levels, risk exposure, contract utilization, and vendor performance using contract analytics, reporting dashboards, KPIs, and insights for strategic decision-making. |
| Contract Integration with CRM, ERP, and SFA Systems | Integrate contract management processes with CRM systems for customer data synchronization, with ERP systems for pricing, billing, and order management integration, and with SFA systems for opportunity-to-contract conversion, contract tracking, and sales alignment to ensure seamless contract operations. |
| Contract Document Management and Version Control | Manage contract documents, versions, revisions, changes, updates, and document histories, maintain version control, track document changes, manage document access permissions, and ensure document security, confidentiality, and integrity within the contract management system. |
| Contract Automation and Workflow Orchestration | Automate contract workflows, approvals, notifications, reminders, tasks, alerts, and escalations using workflow automation tools, templates, rule-based triggers, and conditional actions to streamline contract processes, reduce manual efforts, and improve operational efficiency and responsiveness. |
| Contract Performance Monitoring and Reporting | Monitor contract performance, track contract milestones, deliverables, compliance status, key performance indicators (KPIs), contract obligations, and financial metrics using real-time reporting, analytics dashboards, contract scorecards, and performance monitoring tools for data-driven insights. |
| Vendor and Supplier Contract Management | Manage vendor contracts, supplier agreements, procurement contracts, service-level agreements (SLAs), vendor relationships, supplier performance, contract negotiations, and vendor risk assessments within the contract management system for effective supplier management and risk mitigation. |
| Contract Audits, Compliance Checks, and Document Retention | Conduct contract audits, compliance checks, contract reviews, audits, and assessments, enforce contract terms, perform risk assessments, manage contract deviations, and ensure document retention, archiving, and legal compliance for regulatory and audit requirements. |
| Contract Termination and Exit Management | Manage contract terminations, exit clauses, contract cancellations, termination notices, contract expiration, and closure processes, handle contract disputes, resolve terminations, and facilitate smooth contract exits while adhering to legal requirements and contractual obligations. |
| Continuous Improvement and Contract Optimization | Continuously review, analyze, and optimize contract management processes, workflows, templates, approval cycles, compliance practices , risk mitigation strategies, vendor management practices, and contract negotiations for improved efficiency, effectiveness, and value realization from contracts. |
| Data Privacy and Security, SLA | Description |
|---|---|
| Data Encryption and Security Measures | Implement robust data encryption standards (AES-256, TLS) for data in transit and data at rest, secure authentication mechanisms (OAuth, SAML), access controls, user permissions, role-based access controls (RBAC), data masking, encryption key management, secure APIs, and secure data handling practices within the SFA system to protect sensitive data, ensure data confidentiality, prevent data breaches, and maintain data security. |
| Data Privacy and Consent Management | Manage data privacy controls, consent management features, opt-in/opt-out mechanisms, data subject rights (DSR) management, data anonymization, pseudonymization, data minimization, data retention policies, and privacy-by-design principles within the SFA system to comply with data privacy regulations (e.g., GDPR, CCPA), honor data subject preferences, ensure data privacy, and respect user consent choices regarding data processing and usage. |
| Audit Trails and Compliance Monitoring | Generate audit trails, compliance logs, activity logs, access logs, change logs, and compliance reports within the SFA system to track user activities, system access, data modifications, document changes, policy violations, compliance incidents, and audit trails for compliance monitoring, regulatory audits, internal controls, and transparency in data handling to demonstrate compliance adherence and ensure data integrity. |
| SLA with Uptime and Performance Monitoring | Define Service Level Agreements (SLAs) with uptime guarantees, performance benchmarks, availability metrics, response times, resolution times, downtime notifications, outage alerts, and performance monitoring within the SFA system to ensure system reliability, high availability, optimal performance, minimal downtime, and meet SLA commitments for user satisfaction, operational efficiency, and uninterrupted access to SFA services. |
| Data Backup, Disaster Recovery, and Business Continuity | Implement data backup strategies, disaster recovery plans (DRP), failover mechanisms, redundant systems, backup schedules, data replication, backup encryption, recovery point objectives (RPO), recovery time objectives (RTO), business continuity plans (BCP), and contingency measures within the SFA system to ensure data resilience, business continuity, data recovery, and mitigate risks of data loss or system failures. |
| "Your Data is Your Data" Policy and Data Ownership | Enforce a "Your Data is Your Data" policy within the SFA system, ensuring that customers retain ownership and control over their data, have rights to access, rectify, delete, export, and manage their data, and the SFA provider does not use customer data for purposes other than agreed-upon services, does not share data with third parties without consent, and complies with data protection laws, privacy policies, and data ownership principles. |
| Secure API Integrations and External Data Handling | Secure API integrations, data exchanges, and external data handling with third-party systems, applications, APIs, cloud services, and data sources using secure APIs, encryption, authentication mechanisms, data validation, API rate limiting, IP whitelisting, and secure data transmission protocols within the SFA system to ensure secure data integration, protect against API vulnerabilities, and maintain data security in external data interactions. |
| Data Access Controls and User Authentication | Implement stringent data access controls, user authentication mechanisms (single sign-on, multi-factor authentication), session management, password policies, access expiration, idle session timeout, IP restrictions, geo-fencing, device management, and user role management within the SFA system to prevent unauthorized access, protect against account compromise, and ensure secure user authentication and data access permissions. |
| Privacy Impact Assessments (PIA) and Security Audits | Conduct Privacy Impact Assessments (PIA), security audits, vulnerability assessments, penetration testing, code reviews, security assessments, and compliance checks within the SFA system to identify security risks, vulnerabilities, compliance gaps, security weaknesses, and implement remediation measures, security patches, and security controls to mitigate risks, improve security posture, and maintain data security and compliance. |
| Data Retention and Deletion Policies | Define data retention policies, data lifecycle management, retention periods, data disposal procedures, data deletion schedules, data anonymization, and data purging mechanisms within the SFA system to manage data retention, comply with data retention regulations, honor data subject rights (DSR), delete obsolete data, and ensure data privacy, confidentiality, and compliance with data retention policies and legal requirements. |
| Employee Training and Data Security Awareness | Provide employee training programs, security awareness training, data protection workshops, compliance education, phishing simulations, security best practices, incident response training, and ongoing security awareness initiatives for SFA users, administrators, developers, and stakeholders to promote data security awareness, educate about data protection practices, and ensure a culture of data security and compliance in SFA operations. |