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Unlocking Business Efficiency with Salesboom: The Power of Cloud CRM and Integrated Solutions


Cloud CRM for Seamless Business Operations

Salesboom: A Comprehensive Cloud CRM Solution

Effective Customer Management Across Departments

Salesboom professional services: Centralized Information Management

Improving Customer Experience with Salesboom Cloud CRM

Integrated Solutions for a Unified Business Experience

Cloud CRM for Seamless Business Operation

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An end-to-end suite of pre-integrated solutions for Sales, Marketing, Support, Quote-to-Cash, e-commerce, Web Forms, Project Management, Contract Management, Billing & Invoicing, Commissions, PRM, ERM, AI, and more. We partner in the success of our clients by providing Professional Services bundled with Salesboom Cloud CRM services, since 2003.

·         Cloud CRM

·         Sales Force Automation

·         Professional Services for setup & training and custom software

·         Quote-to-Cash

·         Partner Relationship Management

·         Employee Relationship Management

·         Project Management

·         Contract Management with e-signature

·         Web Forms

·         AI

Salesboom: A Comprehensive Cloud CRM Solution

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At Salesboom, we do Cloud CRM, SFA, HCM, and back-office solutions for small businesses to large enterprises, and across many organizations.

We are not your typical business, we sell into most departments of our client's business, but it always centers around better customer management or client management.

Effective Customer Management Across Departments

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There is Contact Management, Sales Opportunity Management, Customer Service & Support, Quoting, Contracts, Projects with Timesheets, Human Resources, Administrative, IT, Sales and Business Development, and Marketing departments using the system to share information and report across the entire organization, to drive actionable solutions that help the business.

This means we always run the chance of being too many things, but it is what our customers have asked for over the years, and are actively using, albeit in totally different ways.

Not many customers use all that we have to offer, but instead integrate our offerings with other apps, to give a pre-integrated solution that gets the best of what each product has to offer. We integrate with every popular app and have been building custom integrations since 2003 as part of our core offering, so clients can pick and choose what is best for their software stack.

Salesboom professional services: Centralized Information Management

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Having all your customer and client information in one central system, that is integrated with everything has a major advantage to any organization - Shared information and knowledge across the entire organization.

People just want to do the best job they can, with the information in the hands of the organization, in the timeframe available.

Sadly, not many can say they can build a custom report in minutes that pulls up data from all departments, let alone all databases.

Maybe a fully integrated solution is not even the answer (right now) and it is often preferred to take it in a staged approach. 

At Salesboom, we bundle professional services with our SaaS CRM and other solutions so that companies get properly set up and trained, and with a customized and integrated experience

This allows our clients to unlock the hidden knowledge of the organization, and start putting your information to use.

Not only does sharing real-time information save time and money, it also makes employees and customers happy.

Clients and customers also want the same thing - the best solution with the most up-to-date information, to resolve it in a timely matter.

Improving Customer Experience with Salesboom cloud CRM system

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Management wants, what the clients and customers want, as well as what the employees want, and that is the best customer experience possible.

Customer experience in the trenches means making accurate decisions and getting things done quickly and with the least amount of data exporting and spreadsheets, and logging in and multiple databases. This slows things to a crawl.

At the same time the clients and customers and expecting more self-service online options, so is the solution the same.

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Integrated Solutions for a Unified Business Experience with Salesboom

·         Make your business as self-service and online as possible, for clients, customers, partners, employees, management, everyone.

·         Make a short- medium- and long-term rollout and training plan so users are not overwhelmed with change.

·         Partner with your vendor to get proper setup, training, support, customizations, and continued innovation, so you start with a quick win, and build momentum as the trust builds.

It may sound like a lot of work, and it can be, but we have been through thousands of iterations of this and have worked out a simple plan of attack that is tailored to your unique situation.

Give us a call for a free consultation to quickly get a plan of what we can do to help.

Best of luck in your SaaS systems implementation, looking forward to building your success together!









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