Salesboom CRM

"Great for complex sales cycles"

Kommentare: our sales team uses salesboom to manage collaborative sales deals. many people are involved over a long period of time before the customer buys from us. We have to talk to decision makers few times and many tasks have to be done. We love it because the crm automates many of the tasks for our sales people leaving them more time to focus on the closing of the sale.

Vorteile: great interface and very easy to learn.
love the crm reporting and custom views

Nachteile: Its not available in all languages if your company is international.
Not all the features are available in all countries! for some reason some features like the zip code proximity is only available for usa and canada

"Better than paper"

Kommentare: I love it. I use it for my accounting business and for my personal life. I feel that I do not have to try to remember so many thinks.

Vorteile: Cloud based. You can access to the information anywhere.
I can store tons of contacts and add notes to those contacts.
I do not need to try to remember so much information. I can go back and track my clients information without having to dig in my file cabinets, scroll down my emails, or texts.
Easy to update. It takes no time to enter the information. The subject line helps me to find what I am looking for.

Nachteile: I wish that the software would be more interactive. Some times, I have to click with the mouse to get what I want when I am used to type and hit enter.
At first I got a lots of duplicates in contacts and accounts; but after I call customer service, the issues were resolved.

"Valuable CRM Platform"

Kommentare: The team at Salesboom helped us build what we now consider our proprietary CRM program. They provided a roadmap and a timeline for us and worked with us to not just implement our vision but fine-tune it.

Vorteile: Being able to determine what information we needed most, then to customize a data program that captures, integrates, tracks and reports back to us as we need it and when we want it, has made Salesboom an integral part of our business plan.

Nachteile: Superb integration with customization has its price, and for Salesboom the price is visual acuity. It's taken some time to train staff on where to click to take advantage to all the program has to offer.

"Weak CRM, only appropriate for very small companies"

Vorteile: The CRM was extremely easy to use, and viewing leads was simple and fast within the contact manager. I like being able to see some data about a contact from the main screen of the contact manager.

Nachteile: Salesboom was fine for the very early stages of our business, but we found it didn't offer much in the form of marketing automation, reporting, etc.

"Team Oriented Platform and Company"

Kommentare: My experience has been positive, and my organizations ability to see itself has greatly improved.

Vorteile: I most like the relationship that companies have with the Salesboom team that allows continuous innovation to take place. The salesboom team is responsive to new ideas, and welcomes these ideas, as well as quickly implements change.

Nachteile: I would like to improve the mass import process so that it is more intuitive.