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HomeSalesboom's On-Demand Hosted CRM & ERP Software
Enhanced User Profile Management
Democratize data across your organization, and supervise what your users can or cannot do. A profile defines a user's permissions to perform different tasks and functions within Salesboom.com. Share profiles among many users, or define a different profile for each user.
A user Profile defines what tabs the user can view, the record level security for each record type (e.g. campaigns, leads, accounts, contacts, invoices, etc.) and access to administration of parts of your organization within Salesboom. A Profile also controls login access to the Salesboom CRM by hours and IP addresses, control who can Import/Export any data record, and many more.
Besides being able to create your own customized profiles, each Salesboom.com Customer Relationship Management Software account includes many standard user profiles, ready to use:
- Administrator
- Senior Executive
- Marketing Manager
- Marketing Rep
- Sales Manager
- Sales Rep
- Customer Support Manager (Solutions Manager)
- Customer Support Rep
- Contract Manager
- Controller
- Webmaster
- Standard User
Zip Code Proximity Search
Salesboom.com is the first in the world to introduce zip code proximity search capabilities to CRM. Locate prospects and clients using a zip code and a... (more)
Enhanced User Profile Management
Democratize data across your organization, and supervise what your users can or cannot do. A profile defines a user's permissions to perform different tasks... (more)
Enhanced Accessibility For The Visually Impaired
By integrating a new, custom 'theme' which re-skins the User Interface in a high contrast black and white color scheme, Salesboom offers users with... (more)
Enhanced Workflow Controls
The enhancements to Salesboom's workflow engine are significant in the latest version. We have constructed a workflow management system that will allow organizations of... (more)
Public Knowledge Base
Harness the power of your organization's knowledge and deliver it from your website to your employees, customers and partners with Salesboom Public... (more)
Big Deal Alert
The 'Big Deal Alert' is used to alert all appropriate employees of a big deal(opportunity) in your company and helps ensure timely follow up to close... (more)
At-Risk Deal Alert
Once again Salesboom is listening to customers and giving them a first in On Demand CRM - the At Risk Deal Alert. Due to the dynamic nature of sales, it is.. (more)
Case Escalation and Routing Rules
Case escalation and routing rules are an integral part of any CRM system. They control how support requests are handled and by whom. You can set up... (more)
Lead Routing Rules
Lead routing rules within the Salesboom CRM allow your organization to define specific lead qualification and sales force automation business.. (more)
Support Hours Management
Salesboom has added the capability to map your organization's customer service and support hours. These hours will be used within Salesboom to... (more)
Improved Shared Calendaring
Activity management is a breeze with the newly upgraded shared calendars within Salesboom CRM. Empower employees to better collaborate and more... (more)
Web-to-Lead & Web-to-Case Auto Response rules
Setup Response Rules to determine which email templates to use when responding to cases and leads captured from your web site via the Salesboom (more)
User Login Hours and IP Rules
Control over how and when employees access your private company data has never been easier. With Salesboom.com you can control when users can access... (more)
User Interface Improvements
We wouldn't call it a face lift, but the Salesboom CRM user interface has definitely had some nips and tucks. We've made many usability improvements as well as... (more)