Salesboom

Salesboom Reviews

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Reviews
Features Scorecard
Product Details

Reviews
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December 03, 2015

Best CRM we ever used

Steve Berkman | TrustRadius Reviewer
Steve Berkman
VP of Sales
Berkman & Associates (Computer Software, 51-200 employees)
Score 9 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

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.

Pros and Cons

  • 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.

Likelihood to Recommend

Make sure you give them a good idea about your sales process and discuss with them how your data will be imported.

Support Rating

9
We have a dedicated account manager and support. Whenever we need help we get it.
October 06, 2015

Most User Friendly CRM Software - Salesboom.com

Tom Greenberg | TrustRadius Reviewer
Tom Greenberg
CRM Consultant for Fortune 500
Greenberg CRM Consulting (Information Technology and Services, 51-200 employees)
Score 10 out of 10
Vetted Review
Verified User
Review Source

Use Cases and Deployment Scope

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.

Pros and Cons

  • 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.

Likelihood to Recommend

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.

Salesboom Scorecard Summary

Feature Scorecard Summary

Sales Force Automation (9)
84%
8.4
Customer data management / contact management (2)
91%
9.1
Workflow management (2)
82%
8.2
Territory management (2)
79%
7.9
Opportunity management (2)
91%
9.1
Integration with email client (e.g., Outlook or Gmail) (2)
79%
7.9
Contract management (1)
73%
7.3
Quote & order management (2)
91%
9.1
Interaction tracking (2)
91%
9.1
Channel / partner relationship management (2)
76%
7.6
Customer Service & Support (3)
75%
7.5
Case management (2)
79%
7.9
Call center management (1)
73%
7.3
Help desk management (2)
73%
7.3
Marketing Automation (2)
91%
9.1
Lead management (2)
91%
9.1
Email marketing (2)
91%
9.1
CRM Project Management (3)
90%
9.0
Task management (2)
91%
9.1
Billing and invoicing management (2)
88%
8.8
Reporting (2)
91%
9.1
CRM Reporting & Analytics (3)
89%
8.9
Forecasting (2)
91%
9.1
Pipeline visualization (2)
88%
8.8
Customizable reports (2)
88%
8.8
Customization (4)
86%
8.6
Custom fields (2)
91%
9.1
Custom objects (2)
88%
8.8
Scripting environment (1)
73%
7.3
API for custom integration (1)
91%
9.1
Security (2)
82%
8.2
Single sign-on capability (1)
73%
7.3
Role-based user permissions (1)
91%
9.1
Social CRM (2)
80%
8.0
Social data (2)
82%
8.2
Social engagement (2)
79%
7.9
Integrations with 3rd-party Software (2)
86%
8.6
Marketing automation (1)
91%
9.1
Compensation management (1)
82%
8.2
Platform (1)
73%
7.3
Mobile access (2)
73%
7.3

What is Salesboom?

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

Salesboom Pricing

Frequently Asked Questions

What is Salesboom?

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

What are Salesboom's top competitors?

1CRM, StorIQ, and Pipedrive are common alternatives for Salesboom.

Who uses Salesboom?

The most common users of Salesboom are from Mid-size Companies and the Computer Software industry.