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Salesboom: Pioneering the Agentic Workforce in Cloud CRM


Salesboom's Early Innovation in Cloud CRM

The Foundation for Generative AI Integration

Redefining Cloud CRM with Salesboom

Ethical AI Integration with Salesboom's

Conclusion: Why Choose Salesboom for Building Your Agentic Workforce?

The Rise of the Agentic Workforce marks a new era in business technology, where AI-driven solutions and human collaboration come together to optimize operations. Salesboom, the first Cloud CRM vendor to introduce Workforce Management solutions within CRM Systems, has been at the forefront of this transformation. By pioneering real-time, customizable tools that span departments.

##early

Salesboom's Early Innovation in Cloud CRM

Salesboom was the first CRM vendor to bring Workforce Management solutions to CRM systems that span many departments in the organization. Starting with Sales and Marketing, followed by Quote-to-Cash, e-commerce, Support, Billing & Invoicing, ERP, Employee Relationship Management, and Partner Relationship Management, to deliver real-time alerts, reports, dashboards, and KPIs to drive business decisions with data that spanned the entire company. 

This was only because we set up and trained customers in-house, and we had the built-to-suit model of software delivery where we update our software quarterly, write our code, and build in customizations and integrations on spec for our clients. They asked us to add Quotes, Projects, Contracts, etc so we built it as a pre-integrated part of the CRM, to support Sales users with their tools to get orders processed. This was in 2004.

This also allowed us to build solutions to the end user level, as well as to the organization level, to make the system easy to use, and powerful at the same time. This drives customers for life, which drives innovation cycles for our customers.

##foundation

The Foundation for Generative AI Integration

With our hands-on approach to delivering what every single customer requires, we re-defined Cloud CRM over 20 years ago, and now the market considers these features almost commonplace in CRM Systems.

However, this knowledge of what works and what doesn’t when training people on Enterprise software, laid the foundation for Generative AI to take it to the next level.

Salesboom was the first to build a pre-integrated suite of solutions that is a CRM system and SFA system, with ERP functionality added on, rather than an ERP system with CRM features added on.

##cloud

Redefining Cloud CRM with Salesboom

We were first by decades. But it was too early. Then each piece of the puzzle became its industry and blew up, so we built integrations with all apps, became platform agnostic, and API-driven, and built plugins for Outlook, Gmail, Zapier, and over 100 other apps.

Then came Generative AI, and it all became relevant. As usual, Salesboom was ahead of its time. But we have spent time learning from our customers and investing everything into R&D, in stealth mode. Connecting the dots of how to build and sell a platform that the world doesn’t know it needs yet can take some time and effort.

Luckily, we set up and train customers in-house, and we build to suit custom features, integrations, apps, and now AI. 

##ethical

Ethical AI Integration with Salesboom's

 The power of OpenAI, Google Gemini, Meta.AI, Grok, Anthropic, Claude, and the myriad of public and private LLMs and APIs create an amazing opportunity to leverage each as a platform unto itself, and build and integrate into each, as the use case dictates, and will produce the safest, most ethical, and most efficient and elegant solution.

What is needed is Ethical solutions, created as a team between customer and vendor, built ethically, and managed over time to bring continuous innovation.

AI will definitely reduce jobs, but Salesboom helps SMEs (small to mid-sized enterprises) augment their workforce to be better at their jobs. 

Large Enterprise Software vendors are the ones with AI that is displacing all the workers. This type of mass lay-off may/may not be ethical in itself.

That is what Salesboom has been doing since 2003 and now with Salesboom Workforce solutions, the ability to leverage custom-build business solutions powered by AI, and backed by teams of experts that bring you continuity in your journey is the future.

The Agentic Workforce is here, and it needs the right combination of customer and vendor to build it together.

##end

Conclusion: Why Choose Salesboom for Building Your Agentic Workforce?

The rise of the Agentic Workforce represents a new era where AI-driven solutions are seamlessly integrated with human expertise to optimize business operations. Salesboom has pioneered this transformation by offering Enterprise AI for SMEs, empowering companies to harness the potential of Autonomous AI Agents, Copilots, and Custom AI APIs. With its ethical approach, Salesboom ensures that AI not only augments the workforce but also adheres to Agentic Workflow Rules that promote sustainable innovation. As the future unfolds, the collaboration between customers and vendors will be essential in leveraging AI workflows and ensuring that businesses are equipped with the tools they need to thrive in a rapidly evolving landscape.



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