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Case Management

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Salesboom's business Case Management software has undergone an overhaul to make it even more efficient for your business service and support teams. The new case management software system, designed to help automate business customer service and support teams, includes industry leading unique features which will help you drive revenues by increasing customer satisfaction, and increasing productivity of your business Service & Support teams. Yet another great enhancement in the lineup of Salesboom's business CRM software automation tools. Check out the great features below.

  • Web Capture Cases - Capture customer support inquiries directly from your website with Salesboom's Web Capture Tool, fully integrated into the web based Case Management software system. A customer having difficulties with your product or a billing issue can navigate to your business website, fill in whatever fields you require them to, and a new case is automatically entered into the system, and automatically assigned to a user of your choice.

  • Gaining business intelligence and insight will allow your business to identify and follow opportunities, and detect any business issue before it impacts their business. Firms can run real time sales software productivity reports, detect neglected leads, follow opportunities in the pipeline, and determine their best, biggest, smallest customer, etc.

  • NEW: email Alerts on New Case Creation - Automatic email alerts every time a new case is assigned to them will help your Service & Support teams stay on top of the queue. They no longer have to even be logged into Salesboom to find out if a support query has come in. As long as their email is nearby, they can stay productive and solve customer inquiries faster than you or your customers could have imagined!

  • NEW: email Alerts on New Solution Creation - Even better, as soon as a case is closed and a solution is posted in your Knowledge Management Software Application, an email notification is sent to the user who created the case, letting them know that they case has been closed and a solution has been created. What's more efficient than that? And your Small business Service & Support team didn't even have to lift a finger! Customer Service Automation from Salesboom will streamline your Small business Service & Support teams like you never thought possible!

  • Full Solution Knowledge Management Software- Create a knowledge management system database of solutions to your common Service & Support queries. Even the greenest Technical Support agent will seem like they've been in the small business for years with access to the Knowledge Management Application at their fingertips! A full repository of all Solutions created, easily searchable and fully archived means the longer you use Salesboom, the more efficient and knowledgeable your Service & Support teams will be!

  • NEW: Case User Groups - We know that your small business Service & Support teams can have varying amount of employees. From a single employee up to hundreds or even thousands, there needs to be a convenient way to share Case information between all of those agents. That's why we've implemented Case Groups, the first in a series of user group enhancements we have planned for Salesboom. Assign your cases to the entire team, and then have each agent log in and pick from the queue in the order they entered the system. Or, segment your small business Service & Support teams into even further categories based on specialization. The choice is yours, and Salesboom is here to accommodate it!

  • Case Escalation System - Easily escalate your Small business Service & Support cases through Salesboom.com's easy to understand online web based CRM software interface. When a Technical Support case enters the queue and it needs to be escalated to a second level, the agent can simply re-assign the case to the appropriate user or group of users. Now coupled with email Notification, the escalated case owner will have instant email notification, allowing for increased efficiency and no more wasted time!


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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