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CRM Work Flow Automation Software





Enhanced Workflow Controls

The enhancements to Salesboom's CRM Work Flow Automation Software are significant in v7. We have constructed a workflow management system that will allow organizations of any size to quickly implement and enforce specific business processes. Executives can easily ensure all work is handled by the organization on time, efficiently and with consensus to continually enforce solid Sales Force Automation, Customer Relationship Management or virtually any business process.

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CRM Work Flow Automation Software enables you streamline the sales, marketing and customer service processes, put your own rules in order to streamline your sales pipeline depend on your business needs. With Salesboom CRM Work Flow Automation automatically assign leads and clients to the best qualified sales rep to handle them. Promote the capability of your sales team by reducing wasted time doing redundant tasks such as: updating records manually, following-up email notifications etc… Also, grow your business through standardizing working methods at reduced operating costs.

Salesboom CRM Work Flow Automation System has many great benefits starting with reducing time consumed on daily regular tasks and tailoring allows you to create automated tasks and assign it to proper users.
The CRM Work Flow Automation Solution and process automation allow you to create your own HTML email template and automatically send it to your clients which will allow you to follow-up with your customers.

Using Cloud CRM workflow and process automation enabling you simply creating tailored automated alerts and notifications such as an alarm to notify managers about which customer have a direct contact with a sales rep and which customer is waiting for a contact? Our CRM workflow and process automation software will notify sales reps with the new prospects and notify them about deals situations with current clients, that is really helpful for them to know how many closed won deals they have? And allow them to track the non-closed deals to close them faster as much as they can. Also, it will handle your corporation workload seamlessly and allow your employees to cater your customers needs and follow-up their desires through the automated feedback emails process.
While your competetors struggles with the manual workflow tasks and processes, with CRM workflow automation solution gain a competitive advantage over your competitors by automating your business processes.



Workflow Rules, Rule Conditions

Workflow Rules allow you to create customized actions to take whenever anything is created or edited in the Salesboom CRM. Create complex conditional statements to specify who should be alerted, what follow up tasks should be automatically assigned, and even who should be assigned the case or lead, etc.

Workflow Tasks

Workflow Tasks allow you to create one or more tasks and who they should be assigned to whenever one of your workflow rules is enforced.



Workflow Real Time Alerts

Salesboom Real Time Alerts can be created to send real time email notifications or Instant Messages each time a Salesboom Workflow Rule is enforced.

Learn more about Workflow and Task Management Software.

Cloud Sales Software Products

Introduction to Sales force Automation: The Complete CRM Sales Cloud Solution. Click Here

Top 10 Reasons: Sales Reps Love Salesboom.com CRM Click Here

CRM that helps you through sales recession.Click Here

Success with the best sales CRM Software.Click Here

Sales Forecast Software in the Cloud Info and Screenshots.Click Here

Salesforce Alternative Free data migration from salesforce with the Magic Button. Cloud CRM Software Migration

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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