Salesboom

Score8.5 out of 10

2 Reviews and Ratings

What is Salesboom?

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

Categories & Use Cases

Customer Relationship Management (CRM)

Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Opportunity management
Users can track deals and create quotes.
Category average: 8.4
Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Category average: 8

Scripting environment
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
Category average: 7.5
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.7
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.8

Steve Berkman View profile

VP of Sales in Sales at Berkman & Associates (51-200 employees employees)

Pros

Sharing customer data with sales people.
Managing multiple price quotations.
Great at intelligent sales forecasting.

Cons

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.

Return on Investment

Lead qualification process is quicker than other CRM vendors.
Very positive ROI on marketing campaigns.

Other Software Used

QuickBooks Enterprise Solutions

CRM Consultant for Fortune 500 in Professional Services at Greenberg CRM Consulting (51-200 employees employees)

Pros

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.

Cons

I think Salesboom should offer accounting software as well.

Return on Investment

Less sales opportunities slip through the cracks.
Reduces sales redundant tasks and saves time.
Makes customers.