Tasks Salesboom can perform to automate your business
Whether you're a small startup, without the capital and the staff or you're a booming brand looking to automate parts of your business process, Salesboom is the CRM choice for you. Our powerful apps and strategic brand integrations mean we bring you an All-in-one Cloud CRM that provide tools to automate processes such as E-commerce, accounting, Social Media, drip marketing, and so much more. Having brands like Shopify, Stripe, Twilio, Freshbooks, LinkedIn and many more give your business the advantage of taking your brand to the next level.
Automation can save you an incredible amount of money while freeing up valuable man-hours, leaving you to focus on the more important parts of growing your brand.
Through Salesboom we can help automate:
- Appointment Management: Let us take the appointment, send out the reminders to all parties, and book follow-up appointments
- Meeting Minutes: We'll take all the minutes and email them out to everyone involved, while also booking follow-up meetings and contacting everyone.
- Billing and Collections: We can automate how and when your bills go out and also take care of follow-ups and collections, ensuring you get your payment
- Website Q&A: Our CRM can automate the FAQs of your website, through our automated knowledge base
- Knowledgebase: We can automate the creating of a knowledge base, which can be searched and indexed by your clients and employees
- Training: We can automate the training of new staff, through our knowledge base and other workflow automation rules.
- Old signup list management: We help assess old leads and put them through a drip marketing funnel to qualify them into warm/hot leads for your sales team
- Mass Emails: We automate your mass emails, and email marketing campaigns so that you're free to more important things.
- Lead Follow up emails: When a qualified lead comes in, Salesboom will automate all the appropriate emails, until the lead is ready to make a buying decision.
- Data Cleansing: This is tedious and time-consuming, so let us automate and schedule data cleansing so you don't have to think about it.
- Project Management: We automate several key-components in the project management lifecycle, which free your staff up to concentrate on more important tasks.
- Data Backup: We automate backing up your precious files and data so you don't have to worry about it. We schedule and update you as this takes place, ensuring your data is always safe and secure.
- Content Publishing + Liking and Sharing: We automate where and when to publish your white papers, blogs, and other content, as well as automate the likes and shares so that your published work reaches its target audience.
- Lead Collection: Salesboom takes care of collecting qualified leads for your team to pursue. Let us handle gathering you leads, sorting them and putting them into the CRM, leaving you to simply convert these leads into sales.
- Webinar Managment: We take care of messaging attendees of your webinars, setting it up, emailing out the minutes and following up and booking future webinars.
- Transcribing Video and Audio into text: There's no need for your staff to spend time transcribing when they could be doing more important things. Salesboom can do that all for you, just input the media and our CRM transcribes it all for you.
- Task Management: In Salesboom you can automate custom workflow rules, that trigger events such as email notifications or document processing etc. We automate how tasks can be managed
- Reviews: Our Cloud CRM automates how all your product and social media reviews are handled. We automate a personalized response and a series of tasks to every review, making your customers feel valued and understood.