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CRM Audit Trail






Cloud-CRM-audit-trail-system-screenshot

CRM Audit Trail allows you to see when any of your users make a change in the CRM. When was a field changed, to what value, what was the previous information and more, all help you understand and backtrack through your CRM. This helps you troubleshoot and not loose valuable time and information when a discrepancy occurs. The ability to keep a knowledge base of every single transaction from your internal users makes you more agile and prepared for when needed. See how the world's best Value-Based CRM gives you the power to audit and trace issues and moments within your CRM.

Business organizations in many situations would need to keep track of all the changes in the records of their CRM system. Online CRM Audit Trail software is a great tool that Salesboom.com Online CRM Software is well equipped with. Whenever a Cloud Based CRM user makes changes to records such as leads, accounts, contacts or other standard or custom objects, the changes are tracked in a form that explains what field was changed from what value to what value at what time and date.

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With our CRM Audit Trail, this data is fully tracked and extensive research tools and reports can give you an indication of how clean your company data is. It also could point out malicious activity by unhappy employees intending to change critical data such as customer credit cards to false information that would make the billing department job a nightmare. Test drive our Cloud CRM product now and see for yourself how our CRM Audit Trail tool can help your company.

Remember, Corporations often need to be in compliance with diverse regulations to guarantee availability of client’s interaction history, access reports and security issues tracking reports. Corporations may want to keep track variation in Salesboom CRM Software data for security, reporting and analytical purpose.
Salesboom CRM supports an auditing capability where field’s changes within a corporation can be recorded over time for use in reporting and analysis purposes. CRM Auditing Software is supported on all custom and most customizable entities and attributes.

The Audit trail feature in Salesboom CRM Software package is managed from an easy and simple interface and also, enables you to view your Audit system History on an individual record as well as a Summary of all Audit records History that controlled with separate security settings. There is no ability to delete an individual audit record. However, as audit logs compile, employees with access may view and delete old logs to keep the database sprightly and smaller.

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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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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