Results CRM ties all departments together, becoming your “one-stop-shop” for accessing all the information you need to build and maintain amazing relationships. Exceed your customer’s expectations when everyone knows what was promised, what was ordered, what projects are under way, and what is scheduled for the future. Provide excellent service by accessing account history instantly.
Results CRM automates your business processes, allowing you to deliver consistent results each and every time. Create a library of customized process templates to automatically assign tasks to the right person at the right time. Improve customer satisfaction by ensuring consistent service delivery and that nothing falls through the cracks!
Results CRM takes a headache-free approach to Project Management by providing the missing link between Sales and Project Delivery. Project Managers receive all information, documents and communication gathered during the sales process, so projects are executed exactly how they were intended. Track status, tasks, costs, revenue and resources and sync the critical information with QuickBooks and Outlook, as needed.
Give your Sales Team the tools needed to succeed! Manage sales opportunities, create and send accurate quotes, schedule follow up, and manage the sales pipeline. Streamline workflow and ensure every detail from the sales process is persevered when you convert sales from quotes, to orders, to invoices all from within Results CRM.
Results CRM helps you get control of Billing and Receivables by allowing users to convert billable time directly into invoices, as well as creating Invoices from Quotes and Sales Orders. Users can process and record payments and will have the key information to manage customer accounts – including products ordered, account balances, and payments – without needing any direct access to QuickBooks.
The Results Workgroup calendar makes Scheduling and Service Order Management a snap. See what work needs to be done, who is available to do it, and assign tasks to individuals or departments. Drag and drop appointments within the calendar to reschedule or adjust workloads on-the–fly. View and manage scheduled activities from the calendar, or by the customer, project or Assigned-To for ultimate control and flexibility.
Take Results CRM with you wherever you go. It doesn’t matter if you’re working at home, in the office or on the road – you’ll have access to the real-time company information needed to be productive from any web-enabled device, including tablets and smart phones. Field service staff can be assigned tasks and can even take before & after pictures, capture signatures and create quotes & invoices that are instantly available back at the office.
Our powerful built-in integrations automate sharing information between the applications you use every day – such as QuickBooks, Outlook, Constant Contact, SmartVault and more! Results CRM becomes the mothership of information across your organization and reduces double-entry with two-way communication between these products. Be confident that you’re always viewing the most current and accurate information available.Learn More
When it comes time to implement Results CRM, we know one size does not fit all. That is why we give you the choice of a desktop or web/mobile solution, which can either be deployed in-house or in a hosted environment. The flexibility is even extended to our payment options; choose either a onetime or monthly payment. With Results CRM, choose to work the way you want to and need to work – no added complications!