Data Sheet: Contact Management Software
Salesboom.com provides a complete 360 degree view of all information related to contacts including; notes, campaigns, activities, cases, events, emails, documents and opportunities. Within a single screen you can view and manage all related records associated with a contact and even include custom fields to manage data specific to your industry. Our Contact Management Solution is fully integrated within our complete Web Based CRM Software platform eliminating the need for duplicate data entry and also ensuring all departments work with the exact same contact information.
Your business will benefit from Salesboom.com’s Contact Management Software with:
- Customizable contact fields allow you to track company specific information
- Customizable workflow can automate business processes relating to contacts including automated contact routing
- Custom real time alerts to notify you of new contact creation or if contact information has been edited
- Custom views, reports and dashboards allow you to quickly view any information about a contact
- Multilevel contact grouping allows you to group contacts however it best works for you
Contact Importing, Exporting and Reporting
- Contacts may be imported from many other systems or lists in multiple file formats with Contact Import
- Contacts can be easily exported using standard or custom reports including only the fields you specify
- ZIP Code Proximity Search allows you to create a list of contacts within a particular radius of any ZIP code
- Generate reports in real time and drill down for greater detail by filtering specified fields
- Contacts may be associated with all other areas of Salesboom.com including Marketing, Sales Force Automation, Customer Service & Support as well as our ERP features
- Microsoft Outlook Edition is included within all Salesboom.com CRM Editions allowing you to use Outlook to manage contacts, events, emails, tasks and notes then quickly synch with Salesboom.com
- Use our Contact Web Capture tool to integrate with your web site and capture leads through our auto generated forms
General Contact Management Features
- Mass create, delete, reassign tools ease large contact related tasks
- Use our Mass Email tools for contacting large numbers of contacts with a single click
- Share contacts with other team members or entire departments with complete control over who can view particular contacts with user profile and role hierarchy security settings
Accessible Anywhere Anytime
- Access your Contact Management Software from any location with internet access
- Available 24/7/365
- Highly secure login to an encrypted page protects your contact information
Salesboom.com provides the ultimate solution for managing any number of contacts and is customizable to fit the needs of any industry. Whether you chose to use another platform like Outlook or fully adopt Salesboom.com’s Contact Management Software everything you need will be in a single location. Contacts can be synched from Outlook and associated with events, tasks, calls, notes, documents, emails, accounts, opportunities, campaigns or any other area within Salesboom.com.
SalesboomTM is a world leader in delivery of on-demand Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) solutions.
Salesboom has over 28,000 subscribers from around the globe, ranging from SMB to Fortune 500 customers, in over 154 countries around the world. Salesboom.com solutions drive innovation, enable business realignment, and enriches customer relations across the enterprise.