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Key Features to Assist with SOX Compliance:

Sandbox Development
Account Management
Quote Management
Contract Management
Commissions Management
Analytics & Reporting
Document Management
Inventory Management
Expense Tracking
Record Security
Audit Trail
Service Level Agreement

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HomeProducts Data Sheet : Using Salesboom.com for SOX Compliance

Using Salesboom.com for SOX Compliance

Since the introduction of the Sarbanes-Oxley Act on July 30th of 2002 Salesboom.com has been assisting organizations to meet its requirements. Built directly into the Salesboom.com Platform is functionality designed to better align financial systems with Salesboom.com, this is combined with in-depth reporting tools allowing users to run reports on many areas of their organization including Expense’s, Commissions and Quotes. Salesboom.com can also provide its clients with a Sandbox environment which is used for IT development and testing easing the process of integrating Salesboom.com with current financial systems.
Salesboom.com Sandbox

The Salesboom.com Sandbox is a development environment which is an exact copy of a clients production account. Our clients can use the Sandbox environment to properly manage IT changes and develop their platform without effecting organization documentation. Within the Sandbox environment all IT development can be thoroughly tested before changes are brought into production to ensure the safety of all documentation.

Account Management

Salesboom.com Account Management functionality brings all account information to your fingertips with the click of a button. In a single view you can view account transaction dates along with all notes, contacts, products, opportunities, contracts, invoices, receipts and a complete audit trail.

Quote Management

Create proposals and quotes quickly and easily within the Salesboom.com system and manage multiple quotes per opportunity. With all information stored within a central database invoices can be instantly created from a quote and stored within the system for future reference. This provides a simple way to view and manage all quotes and invoices and allows for swift review.

Contract Management

Salesboom.com Contract Management provides its users with an easy way to view and manage contracts and is complete with a full historical overview of all contracts. A simple report will allow you to view all contracts from any given period, territory or you can apply custom filters to quickly return the information you require.

Commissions Management

Commissions Management allows Executives and Management to track commissions providing visibility, compliance and creditability for commission programs. At any point a report can return commissions earned during a particular time frame or employee allowing managers to view trends and notice uncommon occurrences.

Expense Tracking

Record, approve and analyze company expenditures with Salesboom.com Expense Tracking. View expenses for periods or employees and approve or deny requests quickly and easily in real time with a complete history of all expenses at your fingertips.

Analytics & Reporting

With Salesboom.com’s Analytics and Reporting Tools you can gain in-depth business intelligence in real time for any area of your organization. With customizable views, reports will be easy to understand and can return only the specified fields. Reports can be used to narrow data by employee, account, expenses and invoices to return up to the minute financial information ensuring the highest level of creditability within your organization.

Record Security & Audit Trail

With Salesboom.com Record Security a custom role hierarchy can be used to control what records your staff is able to access. In addition to Record Security the Salesboom.com Audit Trail provides a complete history of all actions taken against your data.

Salesboom.com prides itself on assisting an organization to operate with security best practices and goes to every length to ensure the highest level of security with our client’s data. Our data center is housed in a highly secure data warehouse and all data transmissions are encrypted to banking security standards.

The Salesboom.com platform is equipped with in-depth Records Management which simplifies storing, managing and searching documents. Our Records Management System is integrated with our role hierarchy security settings which are used to allow only those with security access to view and edit any record within the system. Combined with this are Data Backups which are performed nightly to provide extra peace of mind by cloning data and saving it on a secure tape which is then stored in an off-site fireproof location.

Standing by our security practices Salesboom.com provides our clients with a Service Level Agreement guaranteeing a 99.8% up-time of our CRM System along with a money back guarantee.

About Salesboom

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.

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Phone: 1.855.229.2043 (1.855.229.2043)
E-mail: info@salesboom.com


Once you truly gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Take a Free CRM Software 30-day Trial today, or contact us directly for more information: 1.855.229.2043 (1.855.229.2043) or via e-mail at sales@salesboom.com.

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