Break free from rigid CRM structures. Create unlimited contact groups and sub-groups that adapt to your business needs, whether you're contact-centric, account-centric, or both.
Most CRM providers force businesses into a single organizational model—either contact-centric or account-centric. This rigid approach creates frustration when your business needs don't fit neatly into one category.
Traditional CRM systems force you to choose one model and stick with it, creating inefficiencies and workarounds that waste time and reduce user adoption. Your CRM should adapt to how you work, not the other way around.
Salesboom is proud to be the only on-demand CRM provider that supports both contact-centric and account-centric models simultaneously. Our Contact Groups feature gives you the freedom to organize your customer data in the way that makes the most sense for your business operations.
Create an unlimited number of contact groups and sub-groups to organize contacts based on any criteria you choose—completely independent of the accounts they belong to.
Unlike primitive CRM systems that use contact grouping as a workaround to avoid building proper account-centric architecture, Salesboom offers contact grouping as an enhancement to our already robust account-centric CRM solution. This hybrid approach gives you the best of both worlds.
Whether you need to segment by geography, industry, product interest, lifecycle stage, or any custom classification, the Contact Groups feature provides the organizational flexibility you need.
The Contact Groups feature transforms how you manage and access customer information, providing intuitive tools that increase productivity and user adoption.
Create as many contact groups and nested sub-groups as your business requires. There are no artificial limits—organize contacts in hierarchies that reflect your business structure, geographic territories, market segments, or any other classification system you need.
Users can view an intuitive tree-like display of all groups and sub-groups, showing the number of contacts each contains at a glance. This hierarchical visualization makes it easy to understand your contact organization structure and navigate quickly to the segment you need.
Click on any group or sub-group to instantly view the complete list of contacts it contains. No complex queries or advanced searches required—just intuitive navigation that gets you to the right contacts in seconds.
Group contacts based on any criteria regardless of which account or company they belong to. This flexibility is essential for cross-selling initiatives, regional sales territories, industry-specific campaigns, and role-based segmentation.
Add, remove, and reorganize contacts between groups as your business needs change. Move contacts between groups, create new sub-groups within existing structures, and maintain organizational flexibility without data migration headaches.
Contact Groups deliver value across every department, enabling more targeted and effective business operations.
Sales managers can create groups for North America, Europe, and Asia-Pacific, with sub-groups for individual states, provinces, or countries. This enables territory-based reporting, targeted prospecting, and fair lead distribution regardless of which companies the contacts work for.
Marketing teams can organize contacts by industry verticals to deliver highly relevant campaigns and messaging. Create groups for Healthcare, Financial Services, Manufacturing, and Technology, with sub-groups for specific niches within each sector.
Track contacts based on which products they own, have expressed interest in, or are likely candidates for. This enables targeted upselling, cross-selling, and product launch campaigns focused on the right audience segments.
Organize contacts by where they are in the customer journey—prospects, qualified leads, active customers, at-risk accounts, or past customers. Tailor your engagement strategy to each lifecycle stage with precision.
The organizational flexibility provided by Contact Groups delivers measurable benefits across your entire organization.
When users can organize contacts in ways that match their mental models, CRM adoption rates soar. Intuitive navigation means less training and higher sustained usage.
Marketing teams achieve higher response rates by segmenting contacts precisely and delivering relevant messages to each group based on their specific characteristics and interests.
Sales managers distribute leads fairly, track territory performance accurately, and ensure no contacts fall through the cracks regardless of company boundaries.
Find the right contacts in seconds with tree navigation and drill-down capabilities. No complex searches or report generation required for routine access.
As your business grows and contact database expands, Contact Groups scale effortlessly. Add new hierarchies without restructuring existing organization.
Analyze performance, conversion rates, and engagement metrics across different contact groups to identify patterns and optimize business strategies.
Our Contact Groups feature delivers competitive advantages that separate Salesboom from other CRM providers.
Salesboom is the only on-demand CRM provider supporting both contact-centric and account-centric models simultaneously. You don't have to choose—you get both approaches working together seamlessly.
Create unlimited groups, sub-groups, and hierarchical structures. No tier-based restrictions, no per-group fees, no hidden limitations that force costly upgrades as your needs grow.
Contact Groups enhance our robust account-centric architecture rather than serving as a workaround for poor design. You get proper account management plus contact grouping flexibility.
Contact Groups isn't a standalone add-on—it's fully integrated with Salesboom's sales force automation tools, marketing automation, customer service features, and analytics capabilities.
Salesboom's on-demand Sales Force Automation (SFA) tools receive an intuitive boost with the Contact Grouping feature, enabling greater control of information and more targeted, organized planning functions.
The premium placed on one's ability to access and control information in the on-demand CRM market has brought about smart, simple, and intuitive features such as Salesboom's Contact Groups. This capability empowers sales teams to work smarter, target more precisely, and close deals faster.
Implementing Contact Groups is straightforward and can be done without extensive IT resources or business disruption.
Define your initial group structure based on current business needs and organizational models
Create parent groups for major categories such as geography, industry, product line, or lifecycle stage
Establish sub-group hierarchies that provide the granularity your teams require
Assign existing contacts to appropriate groups using bulk import tools or manual selection
Because Contact Groups work alongside your existing account structure, you can implement them gradually without migrating data or changing fundamental processes. Start with one or two group hierarchies and expand as users see the value.
Contact Groups respect Salesboom's comprehensive security model, ensuring that organizational flexibility doesn't compromise data protection.
Control who can create, edit, or delete contact groups
Users only see contacts and groups they're authorized to access
Track all group creation, modification, and contact assignments
Maintain security boundaries between departments or divisions
Enable collaboration while protecting sensitive information
Prevent unauthorized group structure changes that could disrupt operations
Business needs change over time—markets shift, products evolve, companies expand into new territories, and organizational structures adapt. Contact Groups ensure your CRM investment remains valuable regardless of how your business transforms.
No re-implementation required when you enter new markets or restructure territories. Simply create new groups and sub-groups that reflect your expanded operations.
Easy adaptation to new product lines or service offerings without database changes. Add product-focused groups as your offerings evolve.
Flexible enough to support mergers, acquisitions, or divestitures. Integrate acquired contact databases smoothly into your organizational structure.
Scales from small teams to enterprise-wide deployments without architectural changes. Your contact organization grows seamlessly with your business.
With 22+ years of CRM innovation experience, Salesboom understands that the most valuable CRM features are those that adapt to change rather than resist it. Contact Groups embody this philosophy of flexible, future-ready design.
Experience the flexibility of Contact Groups in action. See how unlimited contact organization can transform your team's productivity and CRM adoption rates.
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