Account Management Strategies
Salesboom.com simplifies Account Management strategies by leveraging CRM best practices and our years of experience working with thousands of organizations. Our online CRM Software is equipped with streamlined Account Management functionality including Web Capture Account Creation, Mass Account Management tools as well as Zip Code Proximity Search.
Salesboom.com’s Account Management Solutions are easily customizable with AJAX drag and drop functionality allowing even non-technical users to create a personalized look and feel to fit any account management plan. Our Account Management system is fully integrated with our full line of CRM/SFA solutions including customizable workflow rules. Using customizable workflow rules your organization can benefit from real time alerts including notification of account creation or edit as well as big deal or at risk alerts.
Simplified Account Management
With customizable views, reports and dashboards your organization will always have the most important information directly at your finger tips. This is combined with our related records section displayed within a view of your accounts providing you with a quick access point to all related information to any particular account. If your organization works in groups Salesboom.com makes it easy for team members to stay on track with secure sharing which allows users to share complete accounts or particular information with custom security settings.
Salesboom.com custom workflow rules automate key Account Management processes and include the ability to automatically route particular accounts to certain representatives based on location. Our ZIP Code Proximity tools also ease reporting by allowing you to create reports and account lists based on a radius of a given location.
Securely Accessible Anywhere
With Salesboom.com you have full access to your account information from any computer with an internet connection. Using the Software as a Service model Salesboom.com is accessed via a web browser and an internet connection providing you with secure access 24/7/365.
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.