Best CRM we ever used
December 03, 2015

Best CRM we ever used

Steve Berkman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Salesboom

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

Salesboom Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
Not Rated
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
8
Case management
8
Call center management
Not Rated
Help desk management
8
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social data
9
Social engagement
9
Mobile access
8

Salesboom Support

We have a dedicated account manager and support. Whenever we need help we get it.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Yes - Sometimes we need help within an hour. This is why we pay 15% premium.
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.