Cloud CRM integrated with LinkedIn

Use Microsoft Project and looking for it to be integrated with your CRM, Accounting, ERP, Quoting, and back-office solutions?

Many companies rely on Microsoft Project to plan, manage, and execute projects effectively.

Integrating other apps and consolidating apps into a pre-integrated solution that synchs information across departments in real time is key to improving project performance.

Improve communication between team members, allowing them to work together seamlessly and reducing the need for multiple apps.

Salesboom has spent 20 years building customized solutions to suit different project requirements.

Our integration with Microsoft Project makes it a valuable asset for project managers and teams.

Check out the Fast Track program from Salesboom for all your CRM needs. Our bundled professional services package includes consulting, requirements analysis, CRM setup, data migration, rollout, and training - all for a fixed cost to save you money. We've been a leading Cloud CRM vendor for over 20 years, providing AI-powered solutions for sales, marketing, support, quoting, emails, documents, commissions, projects and timesheets, project management, HR, and back-office solutions for SMBs.

Our Fast Track program is the perfect solution for businesses looking to get up and running quickly with a customizable CRM system. With our expertise in customizing CRM solutions, migrating data, and providing training and support, you can trust us to help your business succeed. Plus, our ChatGPT-powered CRM and integrations with all your favorite apps make it easy to streamline your operations and drive growth.

Check out this diagram to see how our Fast Track program works:

Since 2003 we have set up and trained customers with the Fast Track Program.

The CRM plugin-in into Microsoft Project to manage the projects and tasks related to properties, rooms, and contacts.

The CRM integration with Microsoft Project integrates Microsoft Project with CRM, for Sales, Service, Marketing, Estimates, Projects with Timesheets, Inventory, Quickbooks Integration, and more.

Customers need managing, partners need managing, employees need managing, and projects need managing.

All work together, as a team with the right people, processes, technology, and data, seamlessly integrated.

Add notes and tasks in the CRM as you are managing projects in Microsoft Projects.

Save emails from Gmail or Outlook to specific contacts, projects, tasks, orders, quotes, and more to easily share important emails with your team.

Empower Professionals with the right tools to get the job done, with less effort, more accuracy, and less stress.

Manage the relationships between all parties, including Physicians, Nurses, Federal Agencies, Private Industry, and Staff, in one system.

Setup & Training included with our Fast Track program.

Quickbooks plugin synchs data between CRM and Quickbooks.

Here are some of the features included:

.   Customer Relationship Management (CRM)

.   Partner Relationship Management (PRM)

.   Prospect/Lead Management

.   Sales Force Automation

.   Customer Service and Support

.   Marketing Automation

.   Cloud File Storage

.   Time Tracking apps

.   Collaboration

.   Task Automation

.   Email campaigns

.   Real-time alerts

.   Workflow

.   Email Integration

.   Text Messaging

.   Self-Service Portal

.   Synch Quotes/Estimates

.   Create Invoices in Quickbooks

.   Opportunity/Order in the CRM

.   Study Management

.   Contract Management and eSignature

.   Sales Orders and eCommerce

.   Purchase Orders

.   Inventory

.   Project Management with Timesheets

.   Task Management with Sub-Tasks

.   Employee Relationship Management (ERM)

.   Web Forms with logic

.   Sales Scripts

.   Service Scripts

.   Surveys

.   API for integration and new apps

.   People-as-a-Service

File storage and sharing apps

Make it easy for team members to access and collaborate on project files from a single location.

Integrations with Microsoft Office365 and Google Workspace offerings, Excel, Sheets, Dropbox, Google Drive, Google Docs, Microsoft Word, Teams, SharePoint, BOX, and more.

Store and share project files and large files over the web.

Integrated folders with sharing rules and links to allow access to the right files and folders, based on the right project, opportunity, etc.

Customized CRM solutions

The CRM system is fully customized to your needs, with training and setup included.

It is integrated with your favorite apps, to keep data synched.

We set up and train you in-house with our Fast Track Program.

We offer fractional operations staffing to help manage Clients, Partners, Board members, Staff, and all constituents in one, pre-integrated solution. We integrate with all the best apps out there to provide a 360-degree view of your organization.

Our CRM plus SFA and back-office solutions are built and maintained by us, so they are pre-integrated out of the box. We build and maintain the integrations with your apps. We set up and train you in-house. We provide people-as-a-service to help manage it all.

We are a one-stop-shop, with over 20 years of experience.

We integrate all your favorite apps with Microsoft Project, to synch information from across multiple departments to the projects managed in Microsoft Project.

This enables our customers to gain more insight and be more nimble by tracking the Project against the sales and service numbers, in real-time, with combined reports, dashboards, and with analytics, and KPIs.

Improve Operations:

.   Improve efficiencies

.   Grow Revenues

.   Reduce errors & omissions

.   Improve employee and client satisfaction

.   Streamline processes

.   Digitize the organization

.   Self-Service Portal

Here are some of the features integrated with Microsoft Project:

Partner Self-Service Portal

Manage partners, and share information in a secure self-service portal. They can log in to their secure login area to manage their work with you. Work can be sent out and received by email, text, and phone, and saved in the system, with only the pertinent information shared in each portal. This reduces the communication challenges and lost messages, that cause costly mistakes.

We provide the people, process, technology, and IT resources for data management, to keep your systems synched, reports published, and KPIs updated, in real-time.

Implement Digital Transformation, by automating the mundane operations tasks in managing Marketing, Sales, Quotes, Contracts, Projects, Tasks, and more.

We empower your team with augmented solutions that free up hours of every day to focus on doing their best job possible and making the biggest impact.

Each system is fully customizable and point-and-click, but setup and training are included in our Fast Track program.

We have tailored a customized solution to meet the needs of forward-thinking project management operations.

The offerings are robust and bring impact quickly and over the long term.

They are priced so that any size organization can benefit.

Setup & training is included.

We have been building custom features and integrations since 2003.

'Built-to-Suit' so that every customer gets a system tailored to their needs, and grows over time.

We offer fractional operations staffing to augment your workforce in Sales, Marketing, Support, Task Management, and more.

Augment processes that currently run on spreadsheets, paper, and emails.

No need to throw out what you are already doing, but managing a business on a spreadsheet and email alone, without an integrated system that works with email and spreadsheets, is too overwhelming because the data is never up to date, it is not shared easily, has no workflow or alerts, or automation of processes.

Our CRM plus SFA and back-office solutions are built and maintained by us, so they are pre-integrated out of the box. We build and maintain the integrations with your apps. We set up and train you in-house. We provide people-as-a-service to help manage it all.

We are a one-stop-shop, with over 20 years of experience.

If you are looking to enhance your projects managed in Microsoft Project, you might try some of these enhanced features:

Partner Relationship Management

There are many moving parts in managing an organization. It is about making timely and accurate decisions, every step of the way, and getting input and signoff where needed.

Collaborating with partners, and keeping track of all interactions, via calls, text, email, documents, you name it, it has to be stored in one place, fully accessible, and shared with the right people.

Partner Accounts - Manage all types of partners in one place, with Parent-Child Account relationships.

Partner Contacts - The important people, and their relationship to the Account, and to the Opportunities, Projects, Quotes, Invoices, POs, Work Orders, etc.

Contact Followup

Automate Contact Followup. Add Notes, Tasks & Calendar Events, Documents, to Contacts

Opportunities Management

Opportunities all in one spot, and tracked through the pipeline. Track all the details involved in each stage of opportunity management, from the New lead to the Signed Contract. Integrated with Quotes, Invoices, Projects & Timesheets, Email, and Quickbooks for an end-to-end solution.

Pipeline Management

Manage a Pipeline and all the stages, with all contracts, estimates, invoices, and projects with time sheets pre-integrated, out of the box.

Sales Forecasting

Accurate opportunity forecasting, without all the effort. Stop spending countless hours compiling the right data and reports. Get real-time interaction to help close deals with up-to-date information, workflow, and sales ops management.

Project Management with Timesheets

Assign tasks to individuals and teams, both internally and externally with staff, partners, clients, etc.

Each workflow is a bit different and can be tweaked with point-and-click ease, to be mapped out, to match current processes, and updated for the future.

Manage projects beyond the signed contract, with full project management to track resources, budgets, time spent, activities, Gantt charts, and more.

Compare quoted costs with actuals, and determine where to optimize operations, with real-time data, reports, dashboards, and analytics, ready to go.

Collaboration

Robust collaboration tools that enable team members to work together on a project. This includes features such as shared calendars, team member access, and the ability to track team progress

Collaboration apps like Slack or Microsoft Teams integrated with Microsoft Project facilitate communication between team members, allowing them to work together seamlessly and reducing the need for multiple apps.

Task Automation

Better automate Task Management, to make things more uniform and have less fall through the cracks.

Track tasks internally and hand them off to other departments at the right time.

Time tracking apps to keep track of the time you and your team spend on each task. Integrated with Project Management, front office, and back office will help you understand how long it takes to complete each task and improve project estimation.

Quote Management

Quote New Studies and get them out the door, quickly and with less error. Quoting is tied into Contracts, Accounts, Contacts, Opportunities, and your Products/Services to create fully customizable quotes, with the click of a button. Embed your quotes as you have them built already - in Exel, Word docs, etc, so that you can design the exact look and feel, and have that same look and feel reproduced by the Quoting system, and sent out via email.

Workflow Management

Automated Workflow rules are fully customized to your business, to automate the process of all departments, to manage the entire customer experience.

Workflow rules can send alerts via screen pop, email, or text. Rules can update other fields or apps, with real-time information. Workflow can manage territory management, assignment rules, and more.

Acting as the brains of the system, working on synchronized databases from many integrated apps, and built to manage your processes. Point-and-click configuration makes it easy to manage, plus we set you up and train you, to make things easy.

Contract Management and eSignature

Manage all contracts, with reminders, and track each stage as they go from Contracting, Budget, Regulatory, etc. Stages are customized to your processes, with reports, dashboards, analytics, KPIs, and workflow rules running to manage each of these pivotal touchpoints.

Track work in the organization, find out where e

we need to track that work, find out where it all is, and help finds out the weak links in the organization, to improve quality, efficiency, profitability, & accountability, without having to hire more people to do it.

Manage contract workflow with approval management, milestone management, and eSignatures. Integrated with popular apps such as DocuSign and Hellosign.

Quickbooks Integration

Using Quickbooks desktop currently, but wanting to go digital and switch to Quickbooks Online? We have integrations with both, so where the CRM leaves off, and where the accounting system begins, can be set up for each unique situation.

Field Sales & Service

each unique situation. Field Sales and Service solutions empower field staff to manage customer information, chat with head office and other Crew members, create quotes, sales orders, work orders, order parts and materials, and more.

Customer Service and Support

Keep track of customer, partner, and staff cases and solutions. Track time spent on fixing issues and problems through help tickets, self-service portals, searchable knowledgebase solutions integrated with customer data from the CRM, and back office solutions combined with projects managed in Microsoft Project. This data is synched in real-time and compared against time spent on work and re-work as on the project. Combined reports and dashboards, with real-time Analytics and KPIs, that span multiple departments give you the insight needed to improve project execution, risk profiles, profits, and time to completion.

Email Integration

Integrated with your favorite email client. Plugins for Outlook365 (Microsoft 365), Gmail, and iMail make it easy to manage contacts, leads, opportunities, projects, and tasks, from within your favorite email interface. Real-time lookup from the CRM and all your favorite apps. Save Contacts and emails from existing emails. Manage activities from within your email, and it syncs with the CRM database and vice versa.

Calendar Scheduling and Event Management

Calendar management integrated with Google Calendar, Outlook Calendar, Exchange, Calendly, and more, to manage all calendars in one pre-integrated solution, also integrate with the CRM and all your other favorite apps. Fully customizable, for each user, to get the most out of your Calendars. Calendars are integrated with all aspects of the CRM, including Opportunities, Projects, Tasks, Marketing, and more.

Web Forms with customized logic

Easily build and publish online forms. Embed in your website and emails. Build forms point-and-click that are published on our site, or ours. We help you build the right forms, and bring them online in a secure manner, to emulate forms filled out in word, excel, or paper-based forms, but fully online.

Perfect for:

.   Surveys

.   Signup forms for customers and partners

.   Request a Quote form

.   Contact Us form

.   Leave a complaint form

.   Field Sales & Service forms

.   Sales Scripts

.   Service Scripts

.   Maintenance forms

.   Service & repair forms

.   Installation forms

Employee Relationship Management (ERM)

Integration with Payroll platform. HR Platform for Benefits, Employee Handbooks, etc integrated with the CRM for a complete end-to-end solution.

API Integration

Salesboom has an API to connect to databases and build custom features, apps, etc.

Integrating apps and creating new solutions, is a combination of API calls and updating databases, to keep the information flowing as work flows through the business.

There are standard API calls, that we update twice a year, and there are custom API calls that can be provisioned to each customer account, to take advantage of the latest technology before it is included in a general release.

Use the API to work with the following tabs:

.   Lead

.   Account

.   Contact

.   Opportunity

.   Project

.   Quote

.   Invoice

.   Task

.   Note

.   Calendar Event

.   Cases

.   Questions

You can add custom fields to any tab, and use those custom fields in the API calls, to build reports, import and export data, build workflow rules, and more. The API calls ensure data is transferred between applications based on your unique design. Your team can build them yourselves, and we can help you build and maintain them as well.

Following are the API calls used to create new integrations and new apps:

1. Create - Creates a single record in the CRM database.

2. Update - update a single record in the CRM database.

3. Add Related Record - add a new Related Record to an existing record in the CRM database. For example, add a note to a Contact.

4. Delete - Delete a single record. For example, Delete the lead John Doe from the database.

5. List - list a set of records, based on a search query input, pulled from the CRM database, and returned as a set of records.

6. Query - Query the databases with your queries, via the API.

7. Login - Authenticate the API instance. Call the Login API with the API User username and password. Once the API user is authenticated, the API user can make API calls and Access the API. The access to services, databases, and apps is updated in the Control Panel.

8. Check if Record Exists Returns the Record ID If it exists in the database.

9. Ask a Question- Asks questions about ChatGPT and Google Bard.

We build custom integrations and have pre-built plugins for the most popular apps.

Our APIs are used in the plugins we build with popular apps.

Our APIs are integrated with Zapier, Maker, Apination, and other integration engines.

We build custom integrations that take the best of each platform, and app, and integrate them as a system. Then we roll out and train users on how to best take advantage of the system. Then we add People-as-a-Service to help manage the system, along with the customers' team.

We provision a Sandbox CRM account and Sandbox API accounts to test out any customizations to the CRM tabs and to test out the API calls into and out of the CRM database. Once customizations and API integrations have been set up and tested in the CRM Sandbox account, and connected API Sandbox account, then these changes can be published to the live CRM account and API account.

People-as-a-Service

We offer people process, technology, data management, IT management, and operations management, in one package of SaaS solutions, and trained professionals.

We now offer fractional operations staff to help you better manage work. Order up hours on your schedule, to augment existing staff by automating mundane tasks, and freeing up their time to focus on their core tasks.

We have been building solutions and helping customers build and manage solutions since 2003.

Building and Unit management.

Manage your projects in Microsoft Projects, but also keep track of important job information about each building, down to the room or unit and residents in the structure.

Each property has project/s, managers, units, rooms, and residents.

Each Unit is saved along with all contacts, tasks, notes, Jobs, Quotes, Inventory, and other integrated apps.

Each project has tasks, sub-tasks, employees, and documents about each job in each room or unit.