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Improved Shared Calendaring
Activity management is a breeze with the newly upgraded shared calendars within Salesboom CRM. Empower employees to better collaborate and more efficiently work together as a team. Save time setting up meetings with prospects and leads. Keep your company informed of important events that directly relate to them.
Create multiple calendars and share them with a single user, groups of users. Maintain fine-grained control over the access to events within each calendar by selecting what to share:
- Hide Details - Users can only see availability
- Hide Details and Add Events - Users can see availability and add events
- Show Details - Users can view the details of events, but they cannot add events or edit existing events
- Show Details and Add Events - Users can view the details of events and add events, but they cannot edit existing events
- Full Access - Users can view the details of events, add events, and edit existing events.
Team Calendars allow managers to view a schedule of their entire team at a glance and help team members collaborate and work together more efficiently. Perfect for Marketing Executives to keep the entire Marketing and Sales organizations up to date on what marketing activities the company is currently undertaking.
Planning availability for a meeting or job has never been easier. Sales managers can quickly plan where they need to be and when to help close that big deal. Every manager will appreciate the ease of planning staff vacations and managing staff out of office time made available by Salesboom CRM.
A Telesales rep who is qualifying a prospect over the phone can simultaneously schedule a follow-up meeting for the appropriate field sales rep by accessing an individual rep's calendar.
Salesboom shared calendars allow Marketing to increase the sales generated from their campaigns. Sales reps and Sales managers are often the last to know of a new promotion being advertised and lose sales because they are less informed than the leads they are prospecting.
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)
