Capture every solution, accelerate case resolution, and empower your team with an AI-powered knowledge base that learns from every customer interaction.
Years of CRM Innovation
Businesses Transformed
Faster Case Resolution
Knowledge Access
Your team's expertise is your most valuable asset—don't let it disappear
Every day, your customer service team solves complex problems. They troubleshoot issues, discover workarounds, and create solutions that could help hundreds of other customers. Yet this valuable knowledge lives in email threads, agent memories, scattered documents, and chat logs—inaccessible when you need it most.
Traditional ticketing systems track problems but fail to capture and organize the solutions that matter. Your team's expertise remains locked in individual heads instead of powering your entire organization.
Salesboom's CRM Solution Management transforms this chaos into an organized, searchable, always-accessible knowledge ecosystem that makes every agent an expert from day one.
A living knowledge base that captures, organizes, and delivers solutions exactly when your team needs them
Unlike generic knowledge bases that require manual article writing, Salesboom automatically captures solutions as your team resolves cases. The system intelligently organizes this knowledge by product, issue type, customer segment, and urgency level, creating a structured encyclopedia that grows smarter with every ticket closed.
When an agent resolves a case, they document the solution once. The system then:
Quality control is critical when solutions impact customer experience. Salesboom's built-in approval workflow ensures only accurate, tested, and relevant solutions reach your team and customers.
The flexible review process allows you to:
Transform case resolution from hours to minutes with intelligent solution matching
As agents open a new case, the system analyzes the issue description, product involved, error messages, and customer history. Within seconds, it surfaces the most relevant solutions from your knowledge base, ranked by similarity and past effectiveness. Agents see exactly which solutions resolved similar cases, complete with step-by-step instructions and success rates.
The advanced search engine understands context, not just keywords. Agents can search using natural language descriptions, error codes, product names, or customer symptoms. The system delivers ranked results with highlighted relevant sections, solution attachments, related articles, and alternative approaches—eliminating the endless scrolling through irrelevant documentation.
Every solution maintains a complete audit trail linking back to the original cases where it was applied. Agents can see how many times a solution has been used, its success rate, customer feedback, and any refinements made over time. This transparency builds confidence and helps agents select the most reliable approach.
The system monitors which solutions actually resolve cases versus those that require escalation or additional troubleshooting. This data automatically promotes the most effective solutions to the top of search results while flagging outdated or ineffective articles for review or retirement.
Reduce support volume while improving customer satisfaction
Create a branded, searchable knowledge portal where customers find answers independently. The portal indexes approved solutions, FAQs, troubleshooting guides, and product documentation—all accessible 24/7 without contacting support.
Customers access solutions from any device—desktop, tablet, or smartphone. The responsive design ensures documentation remains readable and usable regardless of screen size or device type.
Customers rate solution helpfulness, provide feedback, and suggest improvements. This crowdsourced validation helps identify which articles need updating and which solutions truly resolve customer issues.
Reduction in Support Tickets
of Customers Find Solutions Independently
Always-Available Support
Measurable benefits that impact your entire organization
Reduce average case resolution time by 60% when agents access proven solutions instantly instead of troubleshooting from scratch.
Decrease support costs by 40% through customer self-service, reduced escalations, and improved agent productivity.
Ensure every customer receives accurate, consistent answers regardless of which agent handles their case or time zone.
Reduce new agent training time by 70% when comprehensive solution documentation makes expertise immediately accessible.
Capture institutional knowledge before employees leave, preventing expertise loss and maintaining service quality during transitions.
Boost customer satisfaction scores by 35% when issues resolve quickly with proven, documented solutions.
Access solutions without leaving your inbox
Salesboom's native Outlook integration brings solution management directly into the email environment your team uses daily. No context switching, no separate logins—just seamless access to your entire knowledge base from within Outlook.
Built specifically for Microsoft Outlook, not a generic add-on. Leverages Outlook's full capabilities for a seamless, powerful experience.
100%
Compatible with Outlook Desktop & Web
Adapting to unique challenges in every sector
Document bug workarounds, configuration guides, and integration instructions. Link solutions to specific product versions and automatically notify customers when solutions become obsolete due to product updates.
Capture equipment troubleshooting procedures, warranty claim processes, and parts cross-reference information. Field technicians access solutions on mobile devices while on-site at customer locations.
Build libraries of project methodology templates, client deliverable examples, and best practice guides. Consultants leverage organizational knowledge instead of reinventing approaches for each engagement.
Maintain regulatory-compliant documentation of device troubleshooting, clinical protocols, and safety procedures. Audit trails ensure compliance with healthcare regulations and quality standards.
Document complex procedural knowledge, regulatory compliance steps, and transaction troubleshooting guides. Strict access controls ensure sensitive information reaches only authorized personnel.
Customizable taxonomy, workflows, and access controls adapt to any industry's unique requirements. No matter your sector, Salesboom captures and delivers your specialized knowledge effectively.
Comprehensive security measures safeguarding your valuable intellectual property
All solution content encrypts in transit and at rest using industry-standard protocols. Encryption keys remain under your control, ensuring data privacy even from hosting providers.
Complete logs track who accessed which solutions, when they were viewed, and what changes were made. These audit trails support compliance requirements and security investigations.
Granular permissions determine who can view, edit, approve, publish, or delete solutions. Sensitive information remains restricted to authorized personnel only.
Every solution change creates a new version with complete history preserved. Roll back incorrect edits, compare versions, and track how solutions evolved over time.
When publishing solutions to customer portals, controls determine which content becomes public versus remaining internal. Accidentally exposing sensitive information becomes impossible.
Features support compliance with GDPR, HIPAA, SOC 2, and other regulatory frameworks. Data residency options, retention policies, and privacy controls adapt to your specific compliance requirements.
Stop reinventing solutions to recurring problems. Capture your team's expertise, accelerate case resolution, and empower customers with self-service knowledge that never forgets.
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