Quote Management: Complementing our SFA, Quote Management tools allow you to quickly generate single quotes or multiple quotes per opportunity. Streamlined quote functionality allows you to simply choose products and automatically generate quotes in PDF format ready for fax or email. Quotes are created based upon real time information within your product database as prices and promos are added or changed. Quotes also remain attached to contacts, accounts, leads & opportunities for easy reference.

Product Database: Maintain a complete product database with the ability to group products and offer special discounts. Quick product reference provides you with all related information including cost and description. Compare product reports with sales reports to uncover top sellers and peak periods.

Contract Management: Quickly and easily locate contracts associated with any account or contact along with all pertinent data including who signed, when it was signed, particular conditions involved and where the physical contract is located. A simple search will provide you with a list of all contracts associated with any account including a complete archive of all contract data including renewal, expiration and termination details.

Real Time Forecasting: As leads are generated each can be assigned a probability factor used to forecast sales across set periods of time. Forecasts define opportunities with the most potential as leads pass through your pipeline. Using our forecasting tools you can close more deals, better track opportunities, point of sales inefficiencies and recognize market trends.

Commissions Management: A great tool for managing multiple commission programs within a single location. Sales agents can request commissions on closed sales and managers can calculate and distribute commissions earned. With our Commissions Management tools you can view a summary of total commissions earned, manage multi-tiered commission plans and identify top performers.

Real Time Alerts: Stay on top with big deal alerts, at-risk deal alerts, process driven alerts & real time event reminders. Real time alerts are a great way to stay ahead of the curve by notifying you minutes, hours or weeks before an important meeting. Alerts can also notify you of deals that are at risk of being lost and even if a lead has become neglected.

Marketing Collateral Management: Easily upload marketing collateral and sales documentation and create rules to decide when these documents are displayed. You can quickly include additional documents like white papers, testimonials, case studies and more which are available in real time across your entire company.

Auto Response Email: Benefit from personalized responses to customer inquiries which are sent out immediately and automatically. Easily create response rules and triggers, HTML templates and attach relevant documentation. Leverage this tool to decrease administrative overhead, improve service and provide immediate solutions to standard inquiries.

Automated Lead Routing: Use lead routing rules to automate specific lead qualification processes. Automated Lead Routing creates follow up tasks based upon a set of predefined criteria and assigns leads automatically allowing for the swiftest response times. Automated Lead Routing allows you to capture leads directly from your web site and distribute them to specific agents using territory management or custom workflow rules.

Knowledge Base Management: Capture, review and approve solutions to existing and past cases to save time and resources within Salesboom.com. Track all relevant information attached to any number of cases and maintain a private knowledge base for internal customer service staff or a public knowledge base as a self help solution for your clients.

Web Self-Service Portals: Provide your customers with real time access to your help desk from anywhere, anytime. Save time and resources, using Salesboom.com’s Web Self-Service Portals clients can login and create a case which is immediately routed to a support representative. Self-Service Portals cut down on constant phone calls, when a customer submits a case they receive a case number and can login at anytime to view the progress as your team works on a solution.

Collaboration Tools

Shared Calendar: Manage events and easily collaborate while working in teams with Salesboom.com’s Shared Calendar. Have your tasks and events shared to other team members so they can schedule appointments that work for you or view others calendars to better align your efforts. This is a great feature for those who are constantly scheduling appointments since calendars are updated in real time.

Built-in Instant Messaging: Instead of downloading a public instant messenger service which typically has personal contacts you can use Salesboom.com’s built in instant messenger. Found directly within the Salesboom.com platform our messenger allows you to instantly contact team members and forward files no matter their location. Our Instant Messenger is equipped with a searchable archive allowing you to quickly locate messages from any time period.

Document Management: Provide your entire organization 24 hour access 365 days of the year to all the documents required to perform their job no matter their location. With Salesboom.com you can store, organize and share important documents with other members in your organization in real time. Our large storage capabilities allow you to store everything you need form contracts, invoices, marketing collateral even photos of your contacts. With a managerial view you can easily see a top down view of all documents within your company to ensure all necessary documents are in use.

Employee Management: Manage all departments and office locations within a single location with Salesboom.com’s CRM and Employee Management. All employee records are stored in one Web Based location providing managers with real time access from any location with an internet connection. Easily manage contact information, EEOC information, skills, training, policy violations, vacation requests, expense reports, commissions and more.

Human Resource Tracking: Human Resource Departments can manage all their processes including the creation and management of multiple corporate policies including employee violations up to the minute. A quick employee search or advanced reporting tools provides you with all employee information in a single location.

Expense Tracking: Record, approve and analyze employee expenditures and track expense reports with customers, travel, opportunities and projects. Track employee spending including airfare, taxi rides, meals and mileage then compare against budgeted amount within Salesboom.com.

Vacation Requests: Instantly approve and reject vacation or paid time off requests in real time across your entire organization. With a complete view of all employees you can easily track employee time off and manage vacations effectively ensuring your organization won’t be understaffed.

Security Features

State of the Art Data Center: Salesboom.com maintains a state of the art Data Center with every precaution taken to ensure data security. Client’s data is protected with redundant backups which are stored in a separate secure location as a failsafe. Our client’s data is always their data and can be easily retrieved for an organization at any time.

Profile and Role Based Hierarchy: With Salesboom.com organizations can group employees who perform similar tasks into one profile and restrict or grant access to data and tools based on their specific requirements. With these controls managers or administrators decide who can view, edit, create or delete particular information.

Two-Factor Authentication: With Salesboom.com you can add a little extra security to your organization’s data. Available as an added value to Salesboom.com’s standard CRM Software is Two-Factor Authentication Security. This technology leverages a USB Token as a Key which contains a username and password. In order to gain access to your CRM Software this Key must be inserted, once inserted the username and password entered into the web browser is matched against the Key to uphold advanced security measures.

Analytics

In Depth Reporting: It is easier than ever to quickly retrieve the information you need in real time. With our simplified reporting tools you can run reports on your entire database or particular regions. Reports can be filtered to display highly specific data including data sources and dates or broader reports can display a complete list of information including your business contacts, accounts, opportunities, leads, invoices and much more.

Real Time Analytics: Gain real time enterprise knowledge with Salesboom.com’s Real Time Analytics. Our user friendly business analytics requires no IT experience and is easily accomplished via the user interface. Easily analyze your sales pipeline, opportunities, customer service cases, marketing campaign effectiveness and much more as it happens.

Dashboard Reporting: View real time data in an easy to understand graphical presentation. Graphical Dashboard Reporting is great for presentations and provides you with customizable reports viewable in graphs, pie charts or an assortment of other professional graphics. Salesboom.com Dashboard Reporting provides a quick reference of your company’s performance and saves you from sifting through endless data.

Platform Customizability

Custom HTML Email Templates: Maintain a consistent image and save time while conducting business with Salesboom.com’s Custom HTML Email Templates. Within Salesboom.com you can create and store any number of attractive Custom HTML Email Templates for sales, marketing, billing or any other emailing.

Custom Workflow Rules: No matter the data or record type our Customizable Intelligent Workflow Rules allow you to cut administrative work in all areas of your organization. Automatically route leads to specified representatives, create support cases and set real time notifications for at risk deals or big deals alerts when data is altered. With Salesboom.com’s Customizable Workflow Rules your organization will become more productive than ever.

Custom Security Settings: With Salesboom.com you never need to worry about who can access crucial data within or outside your organization. With Custom Security Settings, managers or administrators have complete control over ever record, locations and times employees can access their CRM as well as the ability to control who can view, edit, create or delete information.

Drag and Drop Layout Editor: Our AJAX driven Drag and Drop Layout Editor allows anyone no matter their IT experience to develop custom page layouts. Easily click and drag your platforms appearance to display only the records you want and place fields where you want them to appear. With Salesboom.com you can increase productivity by providing your company with the exact records and fields required to do their work.

Custom Fields: Collect only the information you desire with Salesboom.com’s Custom Fields. No longer work the way your Software does, make your software work the way you do. Quickly create and name fields within Salesboom.com and even capture this data from your website or run custom reports to uncover specific information in seconds.

Custom Reports: Don’t sift through pages and pages of data, with Salesboom.com you can easily create Custom Reports with filters set by you. It takes only a moment to specify the data you require and Salesboom.com will instantly provide you with real time reports on areas including leads from particular locations, invoices during certain periods or any other data stored by your business.

Custom Dashboards: Instantly create a graphical representation of your data in real time with Salesboom.com. Custom Dashboards can be used to create professional graphs that overview your businesses success and growth. Custom Dashboards for sales, marketing, billing or any other department are great to include in presentations and can be used to drill down for more in-depth analysis.

QuickBooks Integration: Stop entering duplicate data in different applications. Salesboom.com synch’s Accounts to QuickBooks Customers, Won Opportunities to Sales Orders/Invoices/Sales Receipts, Products with Inventory Items and Invoice Details to Opportunities. With Salesboom.com your entire organization will have access to the same information no matter their department.

Web Site Integration: Fully leverage your web site with our Web Capture Tools and keep your sales pipeline full. Using Salesboom.com’s Web Site Integration Tools you can easily generate a form to place on your web site used to capture any desired information. This is a great tool for capturing new leads or accounts with a purchase form. All leads captured are automatically stored within a predefined campaign for easy tracking and each lead can be routed to a specific representative.

iPhone Capabilities: Salesboom.com has harnessed the powerful capabilities of the iPhone with our iPhone Edition. You will never be without the information you require again, Salesboom.com’s Web Based CRM Software can be accessed from anywhere with an iPhone. Our streamlined iPhone Edition provides you with Accounts, Contacts, Leads, Opportunities, Invoices and much more while on the go.

Blackberry Capabilities: Many organizations conduct business on the go and require real time access to their data from any location. Salesboom.com for the Blackberry provides those on the move with all the important data they need. You can take orders, gather leads or update information while out of the office and it is instantly updated across your entire organization.

Web Services API: Platform customizations and integrations can be completed easier than ever using Salesboom.com’s Web Services API. Our API allows any other application to quickly plug into the backend of Salesboom.com and instantly work together. You don’t need to worry about entering duplicate data or operating with separate platforms anymore. Our Web Services API allows your business to maintain a single database in real time, the possibilities are virtually limitless.

Professional Edition

Designed for all sizes of Organizations, the Salesboom.com Professional Edition contains a complete list of Enterprise Grade CRM and ERP Solutions. Within a single location you have access to in-depth Business Process Automation Tools, Campaign Management and Marketing Automation, Sales Force Automation, Customer Service & Support Functionality, Billing and Invoicing, Accounting, Human Resource Management and Project Management. Cut out administrative work and let Salesboom.com automate your business with customizable Workflow Rules capable of sending instant alerts, routing leads or contacts and automatically updating related fields as data in entered. The Salesboom.com Professional Edition also comes equipped with advanced Security Settings that allow an organization to control who can create, edit, view or delete any specific data within the CRM Software.

Enterprise Edition

The Salesboom.com Enterprise Edition is a powerful fully functional CRM and ERP Enterprise Solution. Our Enterprise Edition meets the needs of any organization no matter how large yet still provides organizations with an affordable solution that provides a swift return on investment. Our Enterprise Edition comes with all the tools required to successfully run an enterprise including; Campaign Management, Lead Management, Mass Email Functionality, Contact & Account Management, Opportunity Management, Sales Forecasting, Customer Case & Solutions Management, Reporting & Analytics, Document Management, Advanced Collaboration Tools, Simple AJAX Customizations, Web Services API, MS Outlook Integration, Mail Merge, Employee Management, Human Resource Management, Billing & Invoicing and much more. Our Enterprise Edition provides organization with the tools needed to accurately track and win new business as well as in-depth customer support solutions allowing you to gain the most out current clients. The Enterprise Edition instantly connects every department and office location via the internet and helps organizations work and grow as a team.

Unlimited Edition

The Salesboom.com Unlimited Edition is the ultimate Enterprise CRM and ERP solution and comes with all the great functionality found within our other editions but with added freedom. The Unlimited Edition has the highest storage capabilities, greatest customization & integration capabilities and increased speed. User’s of the Unlimited Edition benefit from 500MB of storage per user, Premium Support, Offline Edition, Wireless Edition, Partner Management, Advanced Data Management including Data Validation & Cleansing, Enhanced Back Office Solutions, Pre Built Enterprise Integrations, Sandbox Development Platform and 2000 Custom Fields per Object. The Salesboom.com Unlimited Edition is the pinnacle of Web Based Customer Relationship Management and ERP Solutions on the market, its value is only increased with the help of our Professional Services Department who can get organizations up and running quickly and easily.

Salesboom.com CRM Software Screen Shots

Home Screen

Home Screen: The Salesboom.com Home Screen provides you with quick access to all your organizations data and includes a convenient sidebar. The Salesboom.com Sidebar includes a convenient Search Box, Recently View Records Section, Calendar, Built-In Instant Messenger, Favorite Links Area, Calculator and Live Chat Support Link. Your CRM Home Screen also provides you with a Favorite Shortcuts Section, Company Message and a visual Dash Board which clearly displays a Sales Pipeline Analysis, Lead Source Analysis, Campaign Analysis and Team Effectiveness. Salesboom.com’s Home Screen is completed with a Task Manager and an Events Calendar that allows you to easily manage and create events or appointments with a click.

Campaigns Screen

Campaigns Screen: Easily and effectively manage and view all your campaigns, past and present within a single location. Our customizable drop down selection list allows you to instantly filter and display specific campaigns such as those owned by you, currently active campaigns, a particular date range or any other selection. The Campaign Screen includes many useful tools including Tabular & Summary Reports and Exporting Tools for standard users and Mass Reassign and Mass Delete Campaigns for Administrators. All the tools required to successfully manage any number of campaign are in one spot with a detailed campaign breakdown only a click away.

Leads Screen

Leads Screen: Our Leads Management Functionality is among the best in the industry. The Leads Screen provides you with single click access to many great Lead Management tools and reporting including Lead Status Reports, Neglected Leads Analysis and ZIP Code Proximity Search. Administrators can work with Leads in masses with the ability to Mass Reassign or Delete any number of Leads. Standard users benefit from simple Lead Import Tools, Import Leads History, Leads Export Tools, Web Capture Leads Functionality and Custom Field Creation. As leads are entered or captured via web capture tools, all Lead data is instantly displayed within your Leads Screen in real time. Leads can be filtered by standard or custom selection lists allowing you to display exactly the Lead information you need.

Accounts Screen

Accounts Screen: Salesboom.com provides your organization with a central location to manage all active accounts as well as a complete history of past accounts. Administrators have the ability to Mass Reassign or Mass Delete Accounts with the click of a button. Within the Accounts Screen you can easily run reports on Active Accounts, New Accounts, Accounts by Purchase Amount, Accounts Rating and all Accounts within a specific region. Users have the ability to easily Import and Export Accounts or view a complete history of imported Accounts. Directly from the Accounts Screen you can quickly create Account Web Capture Forms with the ability to add Custom Fields to ensure you collect the data you need. Salesboom.com’s Accounts Screen is updated across your entire organization in real time providing you with all the data you need.

Contacts Screen

Contacts Screen: Salesboom.com replaces all other Contact Management solutions with our user friendly Contact Management functionality. The Contacts Screen displays your contacts the way you want with customizable drop down selection lists. Easily set filters such as Contact Owner, Date Created or Associated Accounts to quickly retrieve a complete list of desired contacts. Working with contact information is also made simple, view and edit options are placed on every contact allowing you to quickly view detailed information or instantly update data. Contacts can be Deleted or Reassigned in the masses from the Contacts Screen or you can run standard or custom reports to uncover Active Contacts, Neglected Contacts, New Contacts or all Contacts within a particular location. With Salesboom.com you will never be without the contact information you need again.

Forecasts Screen

Forecasts Screen: Never estimate how your organization is performing again with Salesboom.com’s In-Depth Forecasting Tools. The Forecasts Screen provides you with an up to the minute report on the success received closing opportunities. Forecasts can be displayed in any major currency and set to draw from any particular time period and include Sales Quota, % of Quota Reached, Closed Opportunities, Forecast Amount, Best Case Amount and the Total Value within your Sales Pipeline. Within your Forecasts Screen you also have the ability to Mass Assign or Delete any number of Forecasts, Export Forecasts or create Custom Forecast Reports to uncover your organization performance down to the dollar. Salesboom.com’s Forecasts Screen has all the tools required to stay informed in real time.

The Salesboom.com Customer Relationship Management CRM Software Review provides you with information on CRM Tools included within our CRM Software. For more information please contact us at sales@salesboom.com, via phone at 902.446.4857 or try a Free 30 Day CRM Review.