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Enterprise Document Management
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Knowledge is your most valuable asset. Salesboom has integrated document management functionality within the CRM application, giving you the opportunity to build flows for document creation, collaboration and management, all in the context of your business processes.
Salesboom delivers the following operations for easy, integrated, customizable, document management.
- On-Demand – On-Time Access to your Enterprise Repository. With Salesboom you can capture, share and build information holdings from your web based portal.
- Contact and Relationship Management. Salesboom has integrated tools to manage contacts and contact relationships. Build relationships from contact(s) to the document (or any other object) Additional communications tools include: bulk email, mail merge, staff/client phone directories, contact grouping and more.
- User/Group/Role based Security. Documents, events, and contacts in Salesboom can be configured with different permissions and access for any situation. Control of user,read, write, submit, and annotate is at your discretion. Use Audit Trail function to track changes/activities on any object in the system.
- Built-in Workflow. Salesboom has built-in rules based workflow that take objects through multiple levels of approval, using tasks and alerts, before being published.
- Backup and Security. Salesboom guarantees redundant back up scenarios to protect data in the knowledge base including a monthly backup of data, sent directly to your head office. Salesboom guarantees a secure, virus free, document store to each account on the system.
- Reporting. Salesboom generates custom reports based on user-defined parameters via a wizard interface.
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