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Enterprise Document Management
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Records Management
Relate documents to any other document , project, product, sales activity in the system.Salesboom records management functionality associates each database record with each new document or workflow. You can then use these objects as the basis for various reports.
Document Indexing
Capture any document type into Salesboom .Indexing of documents takes place automatically as documents are added in Salesboom. The content of the documents are indexed as well as metadata associated with the file. This makes searching in Salesboom extremely fast.
Document Retention and Disposal
Disposal scheduling is an important aspect of establishing and maintaining control of enterprise record resources. Salesboom has retention and disposal services for enterprise records management using policy based workflows.
Classification Services
Organize and maintain records and information in Salesboom – our Classification Service uses workflow and relationships rules to build indexes for automation of formal and informal document classification schemes.
Document Capture
Many businesses find that a considerable portion of their information is still in paper format. If you plan to convert paper files to electronic, Salesboom can automate the process using scanned files uploaded and indexed with additional fields referencing the location of the original hard copy.
Document Keyword Tagging
Keywords are words that a user would associate with the document. This creates a local taxonomy that is popular with users close to the source documents, and makes it easier to members of the group/project to search and find documents.
Automatic Notification
Salesboom has integrated tools that provide notification services through workflow or Push Panels© . You can configure high level notifications or configure information packages to push to your division, client, customer, as the case may be.
About Salesboom
SalesboomTM is a world leader in delivery of on-demand Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) solutions.
Salesboom has over 28,000 subscribers from around the globe, ranging from SMB to Fortune 500 customers, in over 154 countries around the world. Salesboom.com solutions drive innovation, enable business realignment, and enriches customer relations across the enterprise.
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