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Salesboom is a cloud-deployed customer relationship management (CRM) software with integrations into Microsoft Outlook and QuickBooks.https://media.trustradius.com/product-logos/d5/1T/0JCSGDTT36LO.pngBest CRM we ever usedWe 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.,9,Lead qualification process is quicker than other CRM vendors. Very positive ROI on marketing campaigns.,salesforce.com,QuickBooks Enterprise Solutions,Yes,9,Yes,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.Most User Friendly CRM Software - Salesboom.comWe 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.,10,Less sales opportunities slip through the cracks. Reduces sales redundant tasks and saves time. Makes customers.,Salesforce.com, NetSuite CRM+, Microsoft Dynamics CRM and Zoho CRM
  3. Salesboom Reviews
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Salesboom
2 Ratings
Score 8.5 out of 101
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Salesboom Reviews

Salesboom
2 Ratings
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Score 8.5 out of 101
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Reviews (1-2 of 2)

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Steve Berkman profile photo
December 03, 2015

Salesboom Review: "Best CRM we ever used"

Steve Berkman
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
Read Steve Berkman's full review
Tom Greenberg profile photo
October 06, 2015

Review: "Most User Friendly CRM Software - Salesboom.com"

Tom Greenberg
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
Read Tom Greenberg's full review

Salesboom Scorecard Summary

Likelihood to Recommend (2)
8.5
Support (1)
8.2

Feature Scorecard Summary

Customer data management / contact management (2)
9.1
Workflow management (2)
8.2
Territory management (2)
7.9
Opportunity management (2)
9.1
Integration with email client (e.g., Outlook or Gmail) (2)
7.9
Contract management (1)
7.3
Quote & order management (2)
9.1
Interaction tracking (2)
9.1
Channel / partner relationship management (2)
7.6
Case management (2)
7.9
Call center management (1)
7.3
Help desk management (2)
7.3
Lead management (2)
9.1
Email marketing (2)
9.1
Task management (2)
9.1
Billing and invoicing management (2)
8.8
Reporting (2)
9.1
Forecasting (2)
9.1
Pipeline visualization (2)
8.8
Customizable reports (2)
8.8
Custom fields (2)
9.1
Custom objects (2)
8.8
Scripting environment (1)
7.3
API for custom integration (1)
9.1
Single sign-on capability (1)
7.3
Role-based user permissions (1)
9.1
Social data (2)
8.2
Social engagement (2)
7.9
Marketing automation (1)
9.1
Compensation management (1)
8.2
Mobile access (2)
7.3

About Salesboom

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