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Salesboom includes document management functionality within a CRM application giving you the opportunity to build flows for document creation, collaboration and management, all in the context of your business processes

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HomeProducts Product Sheets : Document Lifecycle Management

Enterprise Document Management

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Document Approval Process

Approval and Review workflows streamline the processing of documents.

The Document Approval Process is designed to help define business processes and optimize the flow of documents. Use Salesboom as your corporate portal featuring a range of standard EDM/BPM functions.

Salesboom workflow can build your approval processes, precisely tailored for each approval event. You can build the workflows using our upgraded workflow wizards, or you can consider Professional Services for a quicker deployment.

Document Review Process

Different document layers – differentiate source and release documents

Share documents easily and securely via Salesboom. We deliver secure, anytime, anyplace access to documents for sales, marketing, partners ...... all organized in browsable, searchable, categorized libraries.

The workflow wizard will automate your review process incorporating quality checks and reviews prior to publishing document.

Document Version Control

Salesboom delivers document management functionality.

Key features of Salesboom Version Control:

  • check out and work on a document
  • check back in - a new version is automatically created
  • revision history updates
  • in editing process previous version is available / users are aware a new version is being created.
  • user notification of all documents they are editing, with a one click option to cancel editing or check back in

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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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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