Transform your business operations with tailored CRM and ERP solutions delivered on time, on budget, and on demand by our expert Professional Services team.
Every business operates differently, with unique processes, workflows, and requirements that have evolved over years of operation. Yet most CRM and ERP solutions force companies to adapt their proven processes to fit rigid, one-size-fits-all software—creating inefficiencies, frustration, and missed opportunities.
Technology alone will not bring success. Salesboom Professional Services bridges the gap between generic software and your specific business needs, delivering custom solutions that automate your exact processes across the enterprise.
At Salesboom, we listen to our customers. Our IT Professional Services team has one primary goal: making your CRM and ERP deployment a success. We work with your company to develop a carefully orchestrated plan, designing and deploying streamlined custom business process software applications that deliver positive ROI within the first 3-4 months.
Salesboom guides you through the entire lifecycle of your CRM and ERP initiative. We're there with you every step of the way, maintaining free-flowing communication between our team and all project stakeholders.
The Salesboom on-demand platform is built on standards-based Web Services Service Oriented Architecture (SOA), making it fully customizable and extensible.
On average, we customize all solutions to exactly fit your business needs in less than two weeks—not months. This rapid deployment capability ensures you start seeing ROI quickly.
Our comprehensive approach combines technical expertise with deep business process understanding. We don't just customize software—we transform how your organization operates.
Salesboom Professional Services provides a complete range of offerings to ensure your CRM and ERP success. Our team can provide specialized expertise across all critical areas.
We begin by understanding your business objectives, current challenges, and future growth plans. Our consultants work with your team to document requirements, identify pain points, and develop a strategic roadmap that aligns technology investments with business goals.
Our team analyzes your existing workflows and designs optimized processes that eliminate inefficiencies and automate repetitive tasks. We create custom business rules, approval workflows, and automated notifications that streamline operations.
We tailor the Salesboom CRM and ERP platform to match your exact business processes, creating custom objects, fields, page layouts, and user interfaces. Whether you need specialized modules for your industry or unique functionality for competitive advantage, our team builds exactly what you need.
The Salesboom API allows seamless integration with your existing systems—both front office and back office applications. Our integration specialists connect your CRM and ERP with accounting systems, marketing automation, e-commerce platforms, legacy databases, and any other business-critical applications.
Migrating from legacy systems or spreadsheets requires meticulous data preparation. Our data specialists cleanse, deduplicate, and standardize your data before migration, ensuring high data quality from day one. We handle complex data transformations and maintain referential integrity.
Before go-live, our team conducts comprehensive audits to verify configuration accuracy, test integrations, validate data quality, and ensure system performance. We identify and resolve potential issues before they impact users, guaranteeing a smooth launch.
Our proven methodology delivers measurable business value quickly, ensuring your investment pays for itself in the first quarter.
Requirements gathering, process analysis, and strategic planning completed
Custom development, platform configuration, and integration work underway
User training, data migration, testing, and go-live preparation
Full deployment with users leveraging automated workflows and processes
Positive ROI achieved through efficiency gains and revenue optimization
Continuous optimization and enhancement based on evolving needs
With over two decades of CRM and ERP innovation, Salesboom delivers distinct advantages that set us apart from competitors.
Average customization delivered in less than two weeks, not months—getting you to ROI faster than traditional enterprise software implementations.
Standards-based architecture and powerful customization tools mean lower Professional Services costs compared to platforms requiring extensive custom code.
Single platform for customer-facing and back-office operations eliminates data silos and provides complete visibility across the business.
Salesboom Workshop empowers administrators to make common changes independently, reducing dependency on consultants for ongoing modifications.
Structured approach refined through thousands of successful deployments ensures on-time, on-budget delivery with minimal disruption.
Network of 125+ specialized partners provides access to industry expertise, geographic coverage, and niche capabilities.
Regular feature releases and technology updates keep your customizations on a modern, supported platform without requiring reimplementation.
Direct access to experienced consultants who maintain free-flowing communication with all stakeholders, ensuring alignment and addressing concerns proactively.
Starting a custom CRM or ERP project can seem daunting, but Salesboom Professional Services makes it straightforward. We've refined our onboarding process to quickly understand your needs and develop a clear path forward.
No-obligation discussion of your business challenges, current systems, and objectives.
Detailed assessment of your business processes, technical environment, and integration needs.
Comprehensive proposal including scope, timeline, deliverables, and investment required.
Assemble your project team, establish communication protocols, and begin implementation.
Ongoing support, training reinforcement, and optimization recommendations as you grow.
Talk with our Professional Services consultants about your unique business requirements. We'll show you how custom CRM and ERP solutions can transform your operations—delivered in weeks, not months.
Transform your business with custom CRM and ERP solutions tailored to your exact needs.
Discover powerful CRM editions to scale your business efficiently.
A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.
Explore ProfessionalFor large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.
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Discover TeamGet expert advice and support for CRM customization, strategy, and deployment via Business CRM Consulting Services .
Speed up CRM setup and deployment using the FastTrack Implementation Service .
Provide your team with structured CRM training through the Training Services program.
Connect your CRM to any external system with fast, reliable API access via the CRM Integration API Overview .
Tailor fields, workflows, and layouts instantly using the CRM Customization .
Explore historical CRM service offerings and custom CRM/ERP solutions in the Professional Services Archive .
Extend your team with external CRM experts through the People-as-a-Service CRM offering.
Follow our proven framework for successful CRM deployment via the CRM Implementation Methodology .
