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CRM Workflow & Process Automation Enhancements




Salesboom Cloud Based CRM Workflow Automation Engine will streamline your business processes by reducing your workforce man-hours required to accomplish redundant and time consuming tasks. Your managers and designated users can be alerted with problematic situations to proactively resolve them quickly.

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The Salesboom Cloud Based CRM Workflow Automation engine can be triggered when records are created or updated based on any number of field criteria and values. Tasks can then be assigned to the proper user and e-mail alerts using predefined templates will be sent.

Customizable automated processes can save your company an enormous amount of time and money, and with Salesboom On Demand Workflow & Process Automation you have the ability to customize and create your Sales Force Automation to handle the workload triple that of yours Sales team. Salesboom Hosted CRM has all the workflow tools you need to raise your company's efficiency and streamline your business processes.

CRM Workflow Examples and Samples:

Sales Force Automation Workflow Automation:

  • Alert sales managers when an opportunity reaches a certain threshold based on amount and probability using the Big Deal Alert templates of the Sales Management Software.
  • Alert sales managers when an opportunity gets downgraded below a certain threshold based on the amount and/or the probability.
  • Alert designated users when a lead has not been contacted for more than a set number of days.

Customer Service & Support Workflow Automation:
Use escalation rules to automatically escalate a customer's incident based on any set of criteria such as incident age, etc.

Advanced CRM Workflow Automation

Salesboom workflow and process automation will help simplify your business processes by minimizing your wasted time and efforts doing redundant activities.
Workflow and process automation has many characteristics such as sending similar emails for many different clients using email HTML templates which will save time and effort, and an Alarm feature that will notify your sales, marketing and support staff with any problematic situation immediately which enables your company to resolve customer issues quickly.
Also, alerts sales managers with leads situation whether they are contacted or not and deliver to managers a clear understanding about their deals situations and keep them up to date. With CRM workflow and process automation you can create an automated response in the form of emails to your clients to keep in touch with them and get their feedback.
With Salesboom Online CRM workflow and process automation you can easily create automated tasks and assign them to proper users.
Essentially, Salesboom Online CRM workflow and process automation enables you to handle heavy workloads in a timely manner and give you the power of control over your business processes.

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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CRM Software Apps - What Cloud CRM fits you?


Team Edition

Cloud CRM Sales Management Software solutions that really speak to the small business. Let our cloud CRM Sales Management Software be there with you during your business growth and development with our Sales Force Automation, Contact Management Software and Customer Service & Support. Whatever your business goals, banking on Salesboom Online Cloud CRM Sales Management Software will help you and your company best manage your sales pipeline.

Professional Edition

An action packed Online, easy-to-use Web Based Cloud CRM Sales management Software solution focusing on Sales Force Automation and Customer Service & Support solutions while integrating company wide in real time. The advantages of cloud CRM Sales management Software applications include streamlined sales processes that will catapult your business to the next level.

Enterprise Edition

Cloud CRM application and Back Office ERP solution integrated across your enterprise in real-time providing your company with the best workflow automation possible. The Enterprise Edition includes Cloud CRM, Sales management software, Inventory Management, Product Management, Project Management, Quickbooks CRM Integration, Accounting and Human Resources Management solutions. Compared to most Web Based Customer Relationship Management Cloud CRM Sales management software vendors, Salesboom is the only to offer a complete Back Office solution integrated across your entire Cloud CRM platform, giving your company the advantage.

Microsoft Outlook CRM Solutions

Salesboom's Cloud Customer Relationship Management Cloud CRM outlook Integration software allows you to keep your existing MS email management software by using its Outlook CRM Solutions. Never mind managing multiple programs for contacts and e-mail; within a single integrated cloud CRM Sales management software platform, Salesboom allows all your Microsoft Outlook data to be easily managed with a single login.

QuickBooks CRM Solutions

Salesboom's QuickBooks Cloud CRM Integration from Salesboom gives you one wide view of your company, customers and data all in one place. Salesboom CRM for QuickBooks gives you a seamless two-way synchronization between your Cloud CRM suite including the CRM Sales management software solution and QuickBooks accounting software, with a 100% data accuracy guarantee.

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