Salesboom CRM Case Study

Salesboom CRM

Online CRM Software

4.42/5 (31 reviews)

Salesboom CRM use case: David Schwartz

David Schwartz

Verified Reviewer  
30th of September, 2016
Great for complex sales cycles

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.

What do you like best?

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

What do you dislike?

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

Why did you end up selecting Salesboom CRM over other applications?

Mainly because of their support. our end user testers while on Trial were so happy for the support they received.

If so, why did you switch?

Lack of the vendor supporting our evolving business processes. We needed a CRM vendor that can customize our CRM system to suite our needs for a known cost per project or feature.

Likelihood to recommend


Recommendations to others considering Salesboom CRM

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.

Time used

2+ years

Frequency of use


Rating breakdown

Value for money
Ease of use
Customer support