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What is Salesboom?

Salesboom is a cloud-deployed customer relationship management (CRM) software with integrations into Microsoft Outlook and QuickBooks.

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Salesboom is a versatile and user-friendly CRM software that offers numerous use cases to help businesses streamline their operations. …
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What is Salesboom?

Salesboom is a cloud-deployed customer relationship management (CRM) software with integrations into Microsoft Outlook and QuickBooks.

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Product Details

What is Salesboom?

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Reviews and Ratings

(2)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Salesboom is a versatile and user-friendly CRM software that offers numerous use cases to help businesses streamline their operations. Users appreciate the ease of use and the system's capability to manage various aspects of their work. They find it convenient to track customer details, keep sales records, and utilize the email marketing feature. Compliance requirements, such as email archival, are easily met with Salesboom, which is highly valued by users in certain industries. Being hosted in Canada is also a significant advantage for those users.

Salesboom allows users to organize, automate, and synchronize every facet of customer interactions, including marketing, sales, customer service, and support. Its customizable cloud-based nature enables businesses to tailor the software to their specific needs and adapt as their business changes over time. With everything conveniently located in one place, users can navigate seamlessly through different modules and consolidate information effortlessly. By visualizing their sales pipeline over time, users gain insights into their business growth. Additionally, Salesboom aids in managing lead contact information from web inquiries, solving the problem of having decentralized client and contact data. Gathering contacts efficiently and managing them in one central location saves users valuable time. The software is lauded for its ability to coordinate estimating and quoting systems with an intuitive CRM interface. This functionality empowers users to improve client management and track interactions more effectively, ultimately resulting in increased sales. From managing the lead-to-invoice process to nurturing business opportunities and sharing customer data among sales teams, Salesboom provides comprehensive solutions that contribute to enhanced productivity and organization. Lastly, the software's seamless integration and user-friendliness simplify the onboarding process for new CRM users.

Overall, Salesboom addresses key pain points faced by businesses by offering features such as efficient contact management, streamlined sales processes, centralized data storage, and customizable automation capabilities. Users experience benefits such as increased productivity, time-saving efficiency, improved coordination among teams, targeted marketing campaigns, personalized communication with customers, and a more organized approach to lead management.

Excellent Application for Managing Tasks and Communication: Many users have praised Salesboom as an excellent application for managing tasks and communication with customers and the company. They appreciate its versatility, ease of use, and customization options. This positive sentiment is shared by a significant number of reviewers.

Valuable Tool for Sales Processes: Users find Salesboom to be a valuable tool for their sales processes. They highlight features such as contact creation, lead management, and quote and invoice generation as key strengths of the CRM solution. The ability to efficiently manage these sales-related tasks has been positively acknowledged by multiple reviewers.

Versatile, User-Friendly, and Efficient Solution: Overall, users feel that Salesboom is a versatile, user-friendly, and efficient CRM solution that meets their business needs. The ability to access data from anywhere, reliable customer service, regular updates, reasonable pricing, and integration capabilities are highly valued by many reviewers. These factors contribute to the overall positive sentiment towards Salesboom among its user base.

Cons: Lack of Language Conversion Key: Some users have mentioned that the application lacks a language conversion key, making it difficult for them to switch between languages. This issue has been raised by multiple reviewers. Limited Font Sizes and Color Schemes in Toolbar: Several reviewers have expressed dissatisfaction with the limited font sizes and color schemes available in the toolbar. They feel that this restricts their customization options and hampers the visual appeal of the software. Not Suitable for Large Companies: According to one user, the software is not suitable for large companies as it lacks the necessary features required by such organizations.

Users have made several recommendations based on their experience with Salesboom CRM Software.

Many users recommend Salesboom CRM Software for startup businesses, indicating that it is well-suited for managing all aspects of the pipeline. This suggests that the software provides the necessary features and functionality to effectively handle sales processes from lead generation to deal closure.

Users advise fully utilizing the support team provided by Salesboom CRM Software to customize the product according to their specific business needs. This recommendation indicates that the software has a flexible and customizable nature, allowing users to tailor it to their unique requirements.

Several users suggest scheduling a consultation with the Salesboom team to understand the full capabilities of the software. This recommendation implies that Salesboom CRM Software offers a range of advanced features and functionalities that may not be immediately apparent, and a consultation can provide valuable insights on how to leverage these capabilities.

In addition to these recommendations, users also highlight the importance of seeking assistance from the owner for hands-on guidance with the CRM and quoting system. They also suggest trying out Salesboom CRM Software for 30 days to evaluate its suitability. These suggestions demonstrate that users value personalized support and the opportunity to assess the software firsthand before committing to it.

Attribute Ratings

Reviews

(1-2 of 2)
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December 03, 2015

Best CRM we ever used

Steve Berkman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We use Salesboom.com CRM mainly to manage our lead-to-invoice process. Our sales people use the CRM to qualify leads, and nurture business opportunities. Our sales environment is based on collaboration (team-selling). Usually more than three sales people are involved in selling to clients; therefore it is very important to be able to share customer data amongst them. This is what Salesboom does very well for us.
  • Sharing customer data with sales people.
  • Managing multiple price quotations.
  • Great at intelligent sales forecasting.
  • The billing and invoicing needs a bit of improvement.
  • We would like to see more ERP-like features.
  • The customer self service portal needs improvement.
Make sure you give them a good idea about your sales process and discuss with them how your data will be imported.
Sales Force Automation (9)
82.22222222222221%
8.2
Customer data management / contact management
100%
10.0
Workflow management
90%
9.0
Territory management
90%
9.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
N/A
N/A
Quote & order management
100%
10.0
Interaction tracking
100%
10.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
53.33333333333333%
5.3
Case management
80%
8.0
Call center management
N/A
N/A
Help desk management
80%
8.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (3)
100%
10.0
Task management
100%
10.0
Billing and invoicing management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
100%
10.0
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (2)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
90%
9.0
Social data
90%
9.0
Social engagement
90%
9.0
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
80%
8.0
Mobile access
80%
8.0
  • Lead qualification process is quicker than other CRM vendors.
  • Very positive ROI on marketing campaigns.
Better interface and much more user friendly. Also the support at Salesboom.com is awesome.
Yes
Sometimes we need help within an hour. This is why we pay 15% premium.
We have a dedicated account manager and support. Whenever we need help we get it.
Yes
We reported few bugs last year and they were fixed. One of them however took over a week to fix.
We had one of our sales people delete all his accounts, contacts and leads. Unfortunately the manager had accidentally given this user the power to do so (admin). We contacted Salesboom.com and they recovered us in few hours.
Tom Greenberg | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Salesboom.com CRM in the marketing, sales and support departments. We also use the Inventory Management module. The best thing about Salesboom CRM is that it is very well integrated and very user friendly. We have a high turnover with our sales staff, and therefore we constantly add new CRM users. Having a user friendly CRM software makes sense.
  • As a customer of Salesboom we get a dedicated CRM consultant that helps out with customizations, data importing, etc.
  • Customer support is great.
  • The CRM gets updated quarterly without user intervention.
  • I think Salesboom should offer accounting software as well.
When you work with a CRM consultant from Salesboom opt in for the Fast Track if you want to deploy the CRM in few days.
Sales Force Automation (9)
93.33333333333334%
9.3
Customer data management / contact management
100%
10.0
Workflow management
90%
9.0
Territory management
80%
8.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
80%
8.0
Quote & order management
100%
10.0
Interaction tracking
100%
10.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (3)
86.66666666666666%
8.7
Case management
100%
10.0
Call center management
80%
8.0
Help desk management
80%
8.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (3)
96.66666666666666%
9.7
Task management
100%
10.0
Billing and invoicing management
90%
9.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
93.33333333333334%
9.3
Forecasting
100%
10.0
Pipeline visualization
90%
9.0
Customizable reports
90%
9.0
Customization (4)
92.5%
9.3
Custom fields
100%
10.0
Custom objects
90%
9.0
Scripting environment
80%
8.0
API for custom integration
100%
10.0
Security (2)
90%
9.0
Role-based user permissions
100%
10.0
Single sign-on capability
80%
8.0
Social CRM (2)
85%
8.5
Social data
90%
9.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
95%
9.5
Marketing automation
100%
10.0
Compensation management
90%
9.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
  • Less sales opportunities slip through the cracks.
  • Reduces sales redundant tasks and saves time.
  • Makes customers.
Salesboom worked with us from day one before purchasing our requirements. Once we rolled out the CRM implementation, their customer support is very helpful. The system is very user friendly, feature rich and the prices are very competitive. Another Important advantage for Salesboom.com CRM is that they have a service level agreement, with an up time guarantee.
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