Results Features

Big Business Software at a Small Business Price.

Award-winning CRM for Growing Businesses

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BUILD & MAINTAIN RELATIONSHIPS

MANAGE CONTACTS

  • Results connects all departments togetherbecoming your “one-stop shop” for accessing all the information you need to build and maintain amazing relationships.
  • Exceed customer expectationswhen everyone knows what was promised, what was ordered, what projects are underway, and what is scheduled for the future.
  • Provide excellent customer service when you are able to view the complete account history.

Give your Sales Team the tools needed to succeed!

MANAGE SALES

  • Easily track the entire sales cycle. Manage sales opportunities, create and send accurate quotes, schedule follow up, and manage the sales pipeline.
  • Streamline workflowand ensure every detail from the sales process is persevered when you convert sales from quotes, to orders, to invoices all from within Results.
  • Track follow up activities and make sure no accounts fall through the cracks.

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ON TARGET
DELIVER CONSISTENT RESULTS EACH AND EVERY TIME

AUTOMATE PROCESSES

  • Create a library of customized process templates to automatically assign tasks to the right person at the right time.
  • Improve customer satisfactionby ensuring consistent service delivery and that nothing falls through the cracks!

Easily Schedule Service Orders and Other Tasks

SERVICE ORDERS & SCHEDULING

  • Easily view team schedules and assignments with the Results WorkGroup calendar. 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.
  • Improve information accuracy.Ensure that contact information is always up-to-date and that invoices and purchase orders will always be mailed to the correct address.

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ON TARGET
Results Takes a Headache Free Approach to Project Management

MANAGE PROJECTS

  • Assure accuracy by automating the pipeline to invoice creation. With a click of a button, quotes can be converted into sales orders and sales orders into invoices, ensuring no details are missed.
  • Eliminate double data entry.It shouldn’t matter if information is updated in Outlook, QuickBooks or a CRM application; contact information, calendar entries, sales orders and invoices should only need to be entered once.
  • Improve information accuracy.Ensure that contact information is always up-to-date and that invoices and purchase orders will always be mailed to the correct address.

Control of Billing and Receivables

MANAGE BILLING

  • Control time-billingby allowing users to convert billable time directly into invoices.
  • Easily create invoices that integrate with QuickBooks! Easily convert Quotes and Sales Orders into Invoices to en.
  • Users have the key information to manage customer accounts including products ordered, account balances, and payments – without needing access to QuickBooks!

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IT'S A BEAUTIFUL THING WHEN YOUR APPS TALK

INTEGRATE WITH THE APPS YOU USE EVERY DAY!

Check Out the Other Things We Do

ADDITIONAL FEATURES

Time Sheets

Automate your timesheet process. Track time by activity type, projects and customer.

PICTURES & SIGNATURES

Capture onsite pictures and signatures in the field.

GPS Tracking

GPS tools help your team become more efficient in their assignments.

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