Salesboom Cloud CRM Software

Pros

I like knowing that my CRM will work perfectly for me no matter the size of my business and I can trust that Salesboom will provide all the necessary support as new integrations and customizations become essential for business efficiencies. I won't have to work with third parties for any of this. That's a comforting tight as both a cost and time saver. The personal touch provided by Salesforce with their fast-tracking program encouraged a painless and motivating onboarding process to become confident in the software's power and capabilities. It's been a huge leap forward from the myriad other software programs used before integrating a CRM into our core business activities.

Cons

Its not a good platform by any means, especially when compared to some other well-known platforms. Still new to its implementation but haven't experienced any setbacks.

It's the only CRM with a simplified quoting ability that I could find after about two years searching. Also, the customer support is perfect.

Pros

I searched for a CRM that also integrated a quoting system. This is the first I've found and its simplicity and integration with the quoting and CRM is way beyond my expectations. Also, I did not expect to receive the kind of technical support that SalesBoom provides, nor did I expect the understanding that SalesBoom quickly developed for my business needs.

Easy to use CRM with deal management and marketing automations!

Pros

Easy to use, great features. My favorite features of the software are the Sales Force Automations and Marketing Automations. Not many CRMs also have email drip and solid lead management built into one platform

Pros

so many different options, so i was not limited on what i could use. i have an events company, and many crms i tried limited my needs because of the space i am in. salesboom had so much going on, that i found exactly what i needed; quote to cash, quickbooks, etc.

Cons

i has a dated feel to it, not the functionality rather the look of it. i know that doesn t mean much, but that was my only drawback. that aside, i love this crm.

Pros

I have absolutely nothing positive to say about this company and it's CEO Troy Muise. This is a classic case of overpromising and underdelivering.

Cons

Much like a previous reviewer stated, my company was never provided with a completed project after many months of waiting. The last communication I had with Troy Muise from the company stated that he would not refund our money, nor complete the project. We spent over $3,000 with this company with nothing to show for it. Troy also stated that he would sue me for libel if I posted any negative reviews of his company.

Pros

Easy to navigate, information is accessible and properly organized. Reports are a big plus, very flexible for customization. Wishing much success with Salesboom now and in the future.

Cons

It did take a bit of time to deliver and roll out, but ever since this happened (6years ago) we are very happy with the system

Pre-loaded reliable phone numbers, email and LinkedIn contact details on loans coming due and buyers/sellers of recently completed commercial real estate transactions is a huge win!

Pros

My Leads are hot and vented to have the most accurate contact information! We source billions in mortgage loan business each week.

Cons

Would appreciate some cool looking graphs/charts. The sales funnel is nice and we link the lead to prospect to clients with internal job log systems.

First, would like to thank you so much for educating us on CRM. It was indeed helpful in helping us to figure out which way to go on this.
Again we found our go to meeting with you regarding your product extremely helpful and informative.and without pressure.
I am very impressed with your company and it is awesome that it is Canadian. I will highly recommend your CRM to others that are looking for one or wanting to switch.
Wishing much success with Salesboom now and in the future.

Before paying Salesboom to customize our method of quoting our clients, we sat through numerous consultations and provided them with every piece of information necessary to customize the CRM to provide quotes like we currently do offline. They stated numerous times that this would be no problem. Well it's been 8 months, there has been no progress and they haven't returned our calls or emails from about 2 months now.

Pros

None. They are scamming us.

Advice to Others

Dont, use them. Run away.

We use this CRM to manage our sales opportunities. Our employees need to collaborate on each sales deal. All our sales deals take time to close and it is important to use a CRM system to help us manage all the tasks required.
Great part of this CRM is when the deal is closed the information is then passed to create invoices in real time, and the information is also passed to the fulfilment department to deliver the products and services as sold.

my life could be a nightmare at work without it! I use it to automate all my sales tasks and activities saving me time to focus on closing the sale.

We have a complex sales cycle involving contracts and construction projects. Our previous CRM vendor failed to meet our requirements even though we paid lots of money for customizations. With Salesboom.com CRM their team reviewed our requirnments and needs and offered us a great price for implementation. We demanded a money back guarantee if they fail to deliver on time, and to our surprise it turned out that they do have such a guarantee for custom projects of our size!

It did take a bit of time to deliver and roll out, but ever since this happened (5 years ago) we are very happy with the system

our sales team uses salesboom to manage collaborative sales deals. many people are involved over a long period of time before the customer buys from us. We have to talk to decision makers few times and many tasks have to be done. We love it because the crm automates many of the tasks for our sales people leaving them more time to focus on the closing of the sale.

Pros

great interface and very easy to learn.
love the crm reporting and custom views

Cons

Its not available in all languages if your company is international.
Not all the features are available in all countries! for some reason some features like the zip code proximity is only available for usa and canada

Advice to Others

I would recommend the fast track because it makes it the responsibility of salesboom to understand your sales process, customize the system accordingly, import your data, and then train your end users.

We fell in love with Salesboom.com CRM years ago when our CEO decided to switch from Salesforce. Most users thought salesforce is hard to use and complex but it had some nice features. When we switched to Salesboom our sales managers were afraid that making such a move will have a toll on the end users because they have to learn to use a new CRM product. The beuty of Salesboom.com is that thier support staff helped us greatly make the move and offered online training at no extra cost.

Right from the beginning when Salesboom.com made it to our CRM shortlist, we were impressed. They were the quickest company to contact us and plan for our trial. They helped us map our business processes and even spent time to cleanse our data and import it into the CRM. All this was before we even decided to go with them. After the sale, they helped us go live in no time. I would recommend the Fast Track if you do not have the time and resources to go live.

We love Salesboom.com CRM simply because our end users love it. They believe it is much easier to use than most other CRM vendors out there. Also we love how responsive thier support is.

After a bad experience with Salesforce.com our VIP of sales was researching cloud crm vendors and he came across Salesboom.com. After the first demo our sales staff was excited about the new CRM as it seemed very easy to use. We decided to go with them especially when we learnt how easy it is to setup the reporting system and the workflow engine.

Salesboom helped us export our data from Salesforce.com within 3 days and copied over all our custom fields, objects, views and reports. The best thing about going with Salesboom.com CRM was the after sale training and support. Our Salesboom.com CRM account manager helped us at the begining but we had a dedicated CRM success manager that staid tuned to all our needs and made sure that our crm implementation was headed in the correct direction.

Now, after 2 years of using Salesboom.com, our Sales staff love it so much and swear by it.