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CRM Software For Retail Industry

Retail CRM Software

CRM for Retail (Retail CRM) must be extremely suited to perform properly since retail selling has a membership comprising many different formats and channels, with a multitude of unique relationships that make up 'operations'. Salesboom's Retail CRM for Retail has been built from the ground up to include features needed for retailing. Retailing ranges from small, sole enterprise operations to large chain stores and includes everything in between, department stores, specialty stores and services, discount, catalog, Internet, independent, restaurants and grocery stores. Retailing depends on partner networks to deliver goods and services to their customers.

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With our Retail CRM services are available to consumers from a variety of sources be it a store, kiosk, the Internet, or catalog. The retailer either manufactures their own product, or maintains a relationship with various suppliers in order to keep an inventory of goods on hand for their customers. The Consumer Goods Industry sees the Retail Industry as a key part of their distribution chain and both parties work together to exchange information and insight on sourcing, marketing and sales opportunities.

Most retail enterprises price their products on a cost-plus-pricing strategy, adding their markup based on a variety of factors such as competition, product availability and consumer interest. Some suppliers in the Retail Industry prefer a suggested retail pricing strategy that considers market placement and retailer profit to maintain consistent customer interest. Whatever the pricing strategy used, it is imperative that costs be contained while in the supply chain. Only a web based customizable Retail CRM software solution can accomodate such processes.

Too many retailers spend an inordinate amount of their operational budget on IT solutions to manage and improve supply chain servicing and merchant systems such as Point of Sale (POS), SKU and inventory management. Salesboom can bring all services under one roof with cost savings and stable access to information for sharing and customer service.

Salesboom CRM software solution offers truly integrated options for all aspects of retail operations, incorporating all communications channels. Salesboom offers a web-based environment that is highly scalable and entirely flexible to meet each operator's needs. Salesboom Retail CRM deploys tools that support the following standard Retail Industry activities and offers ancillary customizations to meet your special needs :

Marketing and Analysis
  • Improve brand image
  • Increase customer loyalty
  • Deliver value-added services
  • Align marketing campaigns with target audience
  • Personalize campaigns
  • Deliver on any communications channel
  • Measure, monitor and refine marketing activities based on campaign performance
Business Analysis & Planning
  • Use Salesboom CRM tools to analyze market, customer and product successes
  • Develop and refine marketing and sales strategies
  • Use customer analysis tools to profile and understand preferences and buying patterns
  • Understand product revenue and profitability relationships
  • Use information from integrated sources (e.g. POS) to identify and capitalize on trends and focus sales efforts
Measurement & Reporting
  • Measure, manage and track campaign successes
  • Assess response rates, revenues, return on investment
  • Enable commission based representatives to collaborate across markets, time zones, etc.
  • Representatives can manage high value customers
  • Representatives have access to customer communications, and can personalize contacts
Retail Services
  • Retailsers can share information across stores and districts
  • Manage sales in the pipeline
  • Provide after sales service and support
  • Online sales services and information capture
  • Online advice, access to catalogs, price configurations for maximizing sales opportunities
  • Offer self serve options with multichannel support options available at any time
Call Center Customer Service
  • Guide and assist customer service teams through entire process
  • Manage, synchronize and coordinate customer interactions from all channels
  • Pull from channels such as web, phone, fax, email, VoIP, etc.
  • Utilize workflow and scripting to enhance customer service
  • Route contacts in queue according to protocols
Field Services
  • Manage preventative maintenance plans
  • Schedule service calls
  • Track service inventory
  • Manage dispatch and scheduling
  • Manage warranties
  • Invoicing
  • Return authorizations
  • Quotes and orders
  • Shipping and receiving
  • Parts exchanges
Partner Relationships
  • Manage vendors and franchise stores/service providers
  • Manage virtual sales and services
  • Offer self serve options to channel partners to configure, price and order
  • Manage co-marketing and co-branding campaigns
Employee Relationship Management
  • Manage employee life cycle
  • Retain training and performance management
  • Share company policy, human resources information
  • Product and service supports for employees
  • Share lessons learned
  • Promote teamwork

Salesboom CRM software addresses and integrates enterprise requirements from three key areas. Operational, Analytical, and Collaborative. Scale the degree of professional customization as needed and make user customizations from the desktop. We offers solid customer support, training and professional services as needed.

Salesboom Retail CRM Software Solutions offer Retail customers an opportunity to assess, streamline and improve:

  • Operational activities with the automation of basic business processes (marketing, sales, service)
  • Methods of analyzing client behaviour and incorporating business, operational and intelligence strategies
  • Collaboration with clients on multiple communications channels
  • Collaboration between organizational team members with multiple partners to ensure a quality client service experience and follow up
  • Front and back end integration (supply chain) including multiple partner sites/systems
  • Workflow and assignment processes

Learn more about Scheduling Software for Service Industry.

Secure Retail CRM Information Exchanges

Information within Salesboom is secure and accessible based on a highly scalable permissions tree. In scaling the access to information on the site, you are able to protect information appropriately and open up resources for sharing based on organizational need. Furthermore, there is Audit Trail functionality built into every item on the system. This assures system services that can identify any information changes, access and sharing activities (and the owners) on the system. You can access Audit information at any time for review and reporting purposes and to demonstrate due diligence in adherence to legal, financial and commercial regulations common in the Retail Industry.

Continuous Improvement

Salesboom CRM software enables retail enterprises to embrace continuous improvement strategies. Identify and schedule process changes without downtime or user overload. In acquiring the Salesboom flexible CRM software you step away from the constraints of a fixed solution, or the expense of integrating multiple information holdings. Salesboom offers support for rapid deployment, integrating existing systems where required and help identifying process improvements on consultation.

Regulatory Compliance

Salesboom CRM software facilitates Retail Operations to meet evolving protocols from a variety of regulatory agencies tracking activities within the retail sector. These include Environmental, Occupational Safety and Health Administration (OSHA) and the Food & Drug Administrations at both domestic and international levels in order to avoid costly penalties and/or negative PR.


Salesboom web based Retail CRM implementation guarantees cost containment by offering significant savings on implementation, training support, and rapid deployment.

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Professional Services - Retail CRM Custom Solutions

Salesboom has evolved solid, fully integrated software solutions based on dialog and responsiveness to our customers' needs. We offer a stable, scalable software solution with a successful deployment based on support and flexibility of our stand-alone platform with fully flexible integration options. We offer practical solutions for Enterprise Resource Planning (ERP) including support and training services as part of implementation.

Salesboom Retail CRM will deploy a solution that enhances services and processes so you can achieve positive ROI in as short a time as possible:

  • Software Solution – our team will help develop CRM plan, strategic placement and requirements development
  • Identify and automate business processes
  • Software and/or process customization
  • Integration of CRM Software (with existing software)
  • Cleanse/Import Data
  • Reporting on implementation/deployment
  • Professional Training Services and Support Services

The Salesboom Platform:

  • Web Services with Service Oriented Architecture (SOA)
  • Optional Customization - Capacity for user or professional customization and is fully extensible
  • Development and Integration - Web Services API and AJAX / COMET controls are system standards.
  • Cost control - costs are contained because the platform is proven both flexible and stable
  • Partner Networks - An extensive partner network of over 125 different solutions providers
  • Legacy - Salesboom has an API that facilitates integration for web based CRM/ERP solutions with existing front and back office systems

Salesboom CRM software for retail industry enables you to manage distributors, inventory, and point-of-sale (Pos) and increase customer loyalty. Our CRM Software Integrate with multiple features to create a holistic view of clients to boost revenues.

Along with its full sale functionality, Salesboom online CRM software features like email marketing, client information storage, lead management, and other customizable features.

Salesboom CRM software for retail industry is an ideal customer relationship management solution for retailers because it keeps a clients’ database with purchasing history, birthday and anniversaries to keep in touch with them.

Today, both small retailers and larger buyers need the ability to market to their clients and track their efficiency. Salesboom.com enables users to manage email marketing, customer information, and more.

Salesboom cloud based CRM features assist you stay connected with your clients even after the transaction. The software pulls some information during the point of sale and emails the client an invitation to visit your website and create a profile.

Our Cloud based CRM is a fully-integrated retail management system that track sales, promotions, and more.

Salesboom On Demand hosted CRM, web-based SFA and ERP Software Industry Solutions:
Aerospace Defense Financial Services - Insurance
Automotive Government Services
Call Centers Hospital
Chemical Hospitality
Clinical Practice Manufacturing
Clinical Research Pharmaceuticals
Communications Retail
Consumer Goods Staffing
Electronics Transportation
Energy Travel
Finacial Services - Banking  

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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