What I enjoy most about Salesboom is how easy it is to tailor its deal stages to match our unique publishing release cycle, from pitching indie bookstores all the way through post-launch royalty follow-ups. Before we adopted it, we tracked every bookstore pitch, advance copy request, and reorder request on a shared Google Sheet, and there was no built-in way to flag where each conversation stood. I still remember a bad mishap with a regional book wholesaler out of Bend. We’d sent them advance reader copies of our new memoir, and they told us they wanted to hold off placing a firm order until after the author’s local event. I jotted that note down on my personal notebook instead of our shared tracker. Our sales lead circled back two weeks later pushing them for a PO, and the wholesaler felt like we hadn’t listened to their request. They put our title on the back burner and cut their planned shelf space in half. That experience made me realize we needed a CRM that could mirror our publishing workflow, not force us to fit into a generic sales pipeline. I didn’t want a one-size-fits-all sales tool, and Salesboom let me rebuild the whole pipeline to fit our press. I made custom stages for initial outreach, ARC sent, event pending, firm order confirmed, shipment fulfilled, and royalty reconciliation. I added custom fields for ISBN, print run size, author advance clauses, wholesale discount tiers, and bookstore shelf placement notes. Every bookstore and distributor deal card shows exactly what stage we’re in, what copies we’ve sent, and any special terms we agreed on. After that Bend distributor miscommunication, I started logging every single conversation and stipulation directly inside each opportunity. If a buyer says they need to wait for a review or an author event, I drop that into the deal and set a reminder, so nobody reaches out at the wrong time. I also really like how the task and reminder system ties directly to each opportunity. I can set separate tasks for sending ARCs, following up after a book review goes live, checking in on reorders, and sending royalty statements. Not long ago, a small bookstore in Medford got our advance copies and said they’d decide after their book club preview. I set a reminder tied to that deal, and we followed up right on schedule. They ended up placing a solid opening order and reordered twice more once customer demand picked up. That would’ve slipped through the cracks with our old notebook-and-spreadsheet method. The CSV import is also a huge win when we load up new bookstore leads ahead of each launch season. I pull lists from regional bookseller associations, map all my custom publishing fields, and bring them in in bulk. The activity feed keeps every email, note, and attached ARC request together. If our part-time marketing teammate steps in to cover while I’m out, they can instantly see the history of that bookstore relationship without playing phone tag with me. We’re a small independent press, so we don’t need overly complex automation that takes weeks to learn. Salesboom works for us because I can shape the pipeline to how books actually get sold, instead of twisting our publishing process to fit a generic sales CRM. It keeps our bookstore communications thoughtful and on-timeline, and it stops us from alienating buyers by missing their requests. It’s become my go-to tool to keep our pre-order and wholesale outreach on track for every new title we put out.

At first glance, what most caught my attention about Salesboom was the design of its interface, it seemed to me that it was very well thought out and structured, with all the elements well distributed throughout the screen, which allowed me to search easily and quickly practically anything since everything was well distinguished from each other, this seemed very friendly ... Another thing that I liked too much was the quality of their reports, I think that the information they provide is quite complete and we It allows us to make important decisions about the future of our company, since it issues sales reports and reports inherent to the marketing strategies that have been implemented. Access to information is very easy, since the system is a web system, which allows me to access the information at all times from my browser. The price is quite affordable, so if you are looking for an inexpensive marketing and sales control system, Salesboom should be at the top of your list.

Salesboom is an excellent application from working when comes to managing tasks and communication with customers and the company. All sorts of business, take benefits from this awesome application and its free version can explain the features and promotions are likewise there to accept the benefit. All details are just a click away and information is stored on a highly secured device. It’s excellent in managing all details in a well-collaborated manner.