Name: Salesboom
Rating: 8.5 (2 reviews)
Author: Salesboom.com

Help Desk

Web and Video Conferencing

Customer Support

Flowchart

Version Control

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

Crypto Tax

Spend Management

Tax Compliance

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

International Payroll

On-Demand Payment

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

.Net Development

API Management

Asset Tokenization

Cloud Storage

Component Content Management

Fraud Detection

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Load Testing

Managed Public Cloud Infrastructure

Migration

Network Performance Monitoring

Penetration Testing

Privileged Access Management

Relational Database Management Systems

Remote Monitoring and Management

Secure Email Gateway

Software Components

User Activity Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Data Cleansing

Data Management

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Online Reputation Management

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Point of Sale

Revenue Operations

Sales Forecasting

Sales Pipeline

Sales

Car Rental

Church Management

Commercial Drone

Construction Accounting

Geographic Information

Insurance Agency Management

Physical Therapy

Retail Execution

Vertical-Specific

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### CRM Software Features
Users generally praise Salesboom's CRM software features and functionality. While some users find the software to be comprehensive and user-friendly, others feel that it may have an abundance of features that are not fully utilized. There is a consensus that Salesboom's CRM software is particularly beneficial for small businesses due to its ease of use and affordability. However, opinions are divided when it comes to its suitability for larger companies, with some users expressing that it lacks the advanced features necessary for serving larger enterprises effectively. Despite this, many users appreciate the cloud-based nature of Salesboom, allowing for easy access to data from anywhere, as well as its integration capabilities with other popular software. The ability to manage sales information, track customers, and create mass email lists are highlighted as key strengths of Salesboom's CRM software features.

### Marketing and Email Strategies
Users appreciate Salesboom's robust marketing and email strategies capabilities, highlighting features such as email tracking, autoresponders, and advanced email options. However, some reviewers have noted that the template designs for emails are limited, suggesting room for improvement in this aspect. Despite this minor drawback, the overall consensus is that Salesboom excels in providing effective tools for managing marketing campaigns and email communications, contributing positively to users' business growth and success.

### Business Growth and Development
Reviewers consistently praise Salesboom for its robust capabilities in managing business growth and development. Users highlight the ease of setup, integration with various tools, and secure data management as key strengths of Salesboom in facilitating business expansion. While some users mention limitations in email template designs, the overall sentiment leans towards Salesboom being a valuable asset for businesses looking to enhance their growth strategies. The platform's affordability, advanced features like email tracking and auto-response, and the ability to efficiently manage inventory contribute to its positive reputation in supporting business growth and development.

### User Experience and Interface
Users appreciate the ease of use and the overall positive experience with Salesboom's user interface. However, some reviewers have pointed out minor issues such as missing toolbar keys for language conversion and font size visibility. Despite these minor drawbacks, the general consensus is that Salesboom offers a good package with room for improvement in its interface design.

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.

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.

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.

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

Less Annoying CRM is a customer relationship management (CRM) solution built specifically for small businesses to help clients manage contacts and track leads.

Always

Daylite is a project management solution built around features such as contact management, scheduling, and sales pipeline tracking.

Projects

Business

Salesboom

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Likelihood to Recommend

Support Rating

Sales Force Automation

Customer Service & Support

CRM Project Management

CRM Reporting & Analytics

Customization

Security

Social CRM

Integrations with 3rd-party Software

Platform

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Compensation management

Mobile access

Salesboom.com

This is the technique of using software to automate certain sales-related tasks.

The software acts as a single source for all customer data and enables users to access that data efficiently.

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Users can defines salesperson territories based on customer or market characteristics.

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Users can create, process and fulfill price quotations and sales transactions.

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

This component of CRM software automates help desk, call center and field service management.

This includes incident/ticket creation, routing, escalation, and resolution.

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

This includes lead generation, scoring, qualification, routing, and nurturing.

This involves the ability to send mass email to groups of people based on particular qualifications.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

This includes the ability to plan, track, collaborate and report on tasks.

This includes automated invoice creation and billing.

Software provides a broad range of standard and the ability to build custom reports.

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

The software helps users accurately forecast sales based on volume and conversion metrics.

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Users can create reports and dashboards unique to their needs.

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Users can create custom fields to store additional information on standard and custom objects.

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

This component of CRM software helps companies leverage social media in engaging with customers.

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

The software can facilitate and track engagement with customers via social channels.

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

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.

Salesboom

Overview

What is Salesboom?