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SALESBOOM MONTHLY
NEWSLETTER
Enhanced Custom Tabs and Fields, Custom Web Capature Tools, Bring Your Business to the Clouds in March
Feb. 2013
 

Custom Tabs and Fields Enhanced

Enhanced Custom Tabs and Fields are the latest addition to Salesboom.com`s already customizable CRM Software. This new functionality allows anyone with administrative access to specify exactly what information is to be displayed while viewing Leads, Accounts, Contacts, Opportunities, Products, Cases, Quotes and Projects. With the click of a button you can quickly and easily; create, name, specify if it is to be a required field and even select the type of field from a drop down list, for example, check box, email, numeric, text, selection list and more.

Custom Tab and Field creation is conveniently accessed via the Control Panel under CRM Administration providing you with a single location to manage all customizations. The point and click customization tools make this a simple process requiring no IT experience or software development.

This new Salesboom.com functionality allows any organization to suit our Platform to their specific needs with Tabs that are relevant to commonly used terms from their industry. The Salesboom.com Custom Tab Editor allows you to name tabs, enable reporting on the tab, specify security access levels and select an icon to be displayed next to the tab. No longer must organizations make their business fit a software solution, Salesboom.com`s CRM Software can fit any business requirements. Once a Custom Tab is created, users simply follow the same steps used to create Custom Fields to populate this new tab with the desired information. While setting up Custom Tabs and entering the fields you desire you have the option to hide the new Tab until it is finished ensuring no one begins entering data that may end up deleted. This advanced tool has already been deployed to Salesboom.com customers as part of our constant seamless Platform advancement. If you have any questions regarding this new functionality please contact info@salesboom.com.

Custom Web Capture Tools

Capture exactly what you need with Salesboom.com’s advanced Custom Web Capture Tools. As an additional feature to our Custom Tabs and Fields, Salesboom.com created Custom Web Capture Tools that allow you to place a form anywhere on your web site and collect any type of data.

Organizations have already leveraged this new tool to capture:

  • New Leads from the Internet
  • Internal Employee Information such as Birthday Lists
  • Mailing Lists such as Newsletters or Product Info Letters
  • Feedback on Current Offerings and Services
  • Interested Partners
  • The Options are Endless...

Our Custom Web Capture Tools are simple to create and users have the ability to create any number of web capture forms for each of their Custom Tabs within Salesboom.com. When creating Custom Web Capture Tools all you need to do is select what information you would like to collect and Salesboom.com automatically generates the HTML code to be placed on your web site. Your organization’s webmaster can simply paste this HTML into the desired page and even change the look and feel of the capture tool to fit the appearance of your web site. Once the Custom Web Capture Tool is live on your web site, all those who fill out the form and click submit are instantly captured and saved within your Salesboom.com Platform. This information is now automatically assigned to a member of your organization and can be reported on, used as part of a mailing list, used to track customer support issues or leveraged in any way to benefit your organization.

Bring Your Business to the Clouds in March

This March is all about bringing your business into the Clouds with Salesboom.com. What started with Software as a Service (SaaS) has now evolved into Cloud Computing, a new form of computing that connects the endless information and resources found on internet based applications.

For more information on the benefits of SaaS or Cloud Computing please visit https://www.salesboom.com/crm-promo/march-is-cloud-computing.html. This is the month to bring your business to the clouds like so many already have; those who purchase Salesboom.com’s Online CRM Software in the month of March will receive 5% off all user licenses. As an added bonus to those purchasing our Enterprise Edition, we are including QuickBooks Integration at a special price, call today for details, 902.446.4857, sales@salesboom.com or Click Here for more details.

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Bring Your Business to the Clouds this March
Bring Your Business to the Clouds

Contact Us Today to learn how Salesboom.com's Online SaaS CRM Software will improve your business opperations and save. Click Here for more details or contact us below.

902.446.4857
sales@salesboom.com

 

Salesboom.com  is a global leader in On Demand CRM and the largest privately-held SaaS CRM
vendor. Salesboom.com helps customers manage and share business information over the internet and is trusted by over 4,000 organizations in over 159 countries including Honeywell, PointRoll, Citigroup and RE/MAX. We specialize in providing On Demand Customer Relationship Management Software-as-a-Service and Enterprise Resource Planning (ERP) Solutions to approximately 30,000 subscribers.
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