Results CRM is the ideal solution for businesses that want to enhance their customer
relationships, continuously measure their performance, make educated decisions and
reduce operational costs. The award-winning business management solution
goes beyond typical CRM products by providing a complete and flexible approach to
managing, analyzing and maintaining information within and across all business functions.
Results CRM provides a cohesive 360 degree view of your entire operation with instant
access to all relevant data. The scalable solution has capabilities that range from
opportunity tracking to work orders and job scheduling to invoicing and payments.
This solution dramatically improves efficiency and communication across all departments
within your organization. Results CRM also bi-directionally integrates with QuickBooks
and Outlook.
Contact Management
- Track an unlimited number of contacts and contact types
- Group and categorize Contacts for tracking and management
- Easily identify and combine duplicate records
- Track an unlimited number of Associates per Company
- Search on any database field for targeted lists and follow-up
- Attach files or links to any contact or appointment
- Integrate with Outlook to send emails or save contact information
- Directly search Outlook for any Contact emails
- Integrate with QuickBooks to synchronize Contacts
- Select fields for inclusion in QBI Sync.
- Exclude leads/prospects from QBI Sync.
Calendar and Scheduling
- Instantly view appointments and to-do lists
- View and schedule activities on other users' calendars
- Link activities to customers, projects and sales opportunities
- Track upcoming Activities and deadlines on Home Page
- Create and automate standard business processes
- Automatically trigger a process by completing an event
- Notify others of scheduled appointments
- Integrate with Outlook to synchronize calendars and activities
Sales Force Automation (SFA)
- Track, Manage and Graph Sales Opportunities
- Create, View, Edit, Print and Email Quotes
- Use sales history for targeted prospect lists and campaigns
- Track and report on Referral sources
- Analyze and track lead sources and their profitability
- Import Estimates from QuickBooks
Marketing Management
- Auto-generate letters, emails and forms with contact information
- Create and manage targeted promotions and campaigns
- Manage Newsletter and Mailing Lists
- Track the success and expenses of advertisements or campaigns
Sales Order Management
- Instantly convert Quotes to Sales Orders
- Instantly convert Sales Orders into full or partial Invoices
- Easily manage and report on open Sales Orders
- Integrate with QuickBooks to Synchronize Sales Orders
Product, Services Pricing, and Inventory Management
- Manage product and services costs and prices
- Track Inventory Levels and create re-order reports
- Track Product Line profitability
- Automatically update inventory with invoices and shipments
- Synchronize inventory levels and product descriptions with QB
