Results Qualifies for 2016 Tax Deduction
Is CRM or Business Management software part of your 2017 planning? Whether you are considering buying add-on licenses or are considering Results for your business needs, NOW may be the very best time to buy!
For many companies there is a significant tax benefit for purchasing software and equipment prior to year-end.
Because Results Software typically requires little or no customizations, our software qualifies for Section 179 . And, you may be able to take advantage of these benefits whether you finance or purchase your Results System.
Check with your tax advisor to confirm the tax benefits of purchasing Results and then contact us today to ensure you get the software installed in time to take advantage of all the Section 179 add-on deductions.
New Feature: Color-Coded Activities & Service Orders DMCs
Checking things off your Results To-Do List and completing Service Orders just became easier in Results 2017!
The brand new Results 2017 patch 17.1.2 includes color-coded Activity & Service Order Data Management Centers (DMCs). This new color coding allows users to stay super-organized and quickly pick up tasks to complete based on the Activity or Service Order Type.
Users can select a default color for each Activity Type or Service Order Type.
Users can override default colors by selecting the Calendar tab on a particular Activity or Service Order and then selecting a new color.
Results 2017 is Available!
New Features in Results 2017
Results 2017 is now available for download from the Customer Care Center. Check out some of the top new features in this release:
Specialized search for “Relationship Inactivity” to identify contacts that have no Activities, Quotes, Sales Orders and/or Invoices within a specified date range.
Drag-and-Drop Documents into Results on any Contact, Activity, Sales Opportunity, Quote, Invoice or other document screen.
Simultaneously select multiple records at once in the DMC. Use Shift+Click to select the check boxes for all records between previous highlighted and the currently selected record. You can also use the shift-down arrow to check the next row.
Boot Camp
Results Boot Camp: Beyond the Basics
Deep Dive for Results CRM Users
$95 per attendee
Week 1: Getting Started with the Basics
- Searching for records – Data Management Centers (DMC), Instant Search, Phonetic Search
- Anatomy of the Contact Screen
- Groups Management
- Mass Update
- Find Duplicates and use Combine Contacts
Week 2: Selling with Results
- Creating & Emailing Quotes
- Creating Sales Opportunities
- Managing the Follow-up Process
- Converting Quotes
- Sales Reporting within the DMC
Week 3: Customizing Results
- Customize User Fields
- Customizing your DMCs
- Creating unique processes
- Configuration options
- How to create a Named Search
Results Boot Camp: Managing Your Business with Results
Deep Dive for Business Suite & Field Service Management Users
$95 per attendee
Week 1: Service Delivery & Project Management
- Scheduling services (Calendar)
- Converting Quote to Service Orders and Sales Opportuntiy To Project
- Service Orders Management (and how they differ from Activities)
- Projects and resource management
Week 2: Billing, Invoicing & Timesheets
- Converting Quotes to Sales Order and/or Invoices
- Billable Activities and Service Orders
- Convert billable time into invoices
- Timesheets
Week 3: Using Results Web Mobile
- Results for the Web vs. Results Mobile
- Tools for the remote Sales person
- Tools for the Mobile Field Service user
- Field Service Portal user vs. Full Web Mobile user
Free Training Webinar: Eliminating Duplicate Contact Records
Whether you have just begun importing records from your old CRM, QuickBooks and/or Excel, or if you have been using Results for years, you likely have a duplicate contact record (or two) in your database.
Duplicate records waste time and resources and can cost you money. In addition, without viewing the complete account history in one central record, duplicate contacts can be embarrassing and cost you a business relationship.
Join us as we explore the powerful tools in Results that will help you avoid these problems by:
- Identifying various ways to search for duplicate contact records in Results
- Combining Contact records
- Converting duplicate contact records into associate records
Note: If you can’t attend, please still register so we can send you the recorded session.
Happy Holidays from the Results Team!
Warm Wishes and Happy Holidays from all of us here at Results Software!
Here is some of the team last week at our holiday luncheon in VA. Richard, who works out of CA, was even conferenced in so he could partake in the fun!
Free Training: Manage Successful Projects
Join us for a Free 30-Minute Training Session
Monday, December 14th at 2pm Eastern
Results takes a headache-free approach to project management by providing the missing link between Sales and Project Delivery.
Take a deep-dive into the Project module to learn how to:
- Identify projects due within the next 7 days
- Review open projects by status and stage
- Centralize all documents & communication gathered during the sales process, so projects are executed exactly how they were intended
- Track status, tasks, costs, revenue and resources associated with each project
- Create and use process templates to schedule all needed work on a project
- Track all individuals and companies associated with a project, including their role and period of involvement
Join Sam Saab, the man behind project automation, who has consulted with and helped companies in every industry organize the way processes are handled.
Results Qualifies for 2015 Tax Deduction
Is CRM or Business Management software part of your 2016 planning? Whether you are considering buying add-on licenses or are considering Results for your business needs, NOW may be the very best time to buy!
For many companies there is a significant tax benefit for purchasing software and equipment prior to year-end.
Because Results Software typically requires little or no customizations, our software qualifies for Section 179 . And, you may be able to take advantage of these benefits whether you finance or purchase your Results System.
Check with your tax advisor to confirm the tax benefits of purchasing Results and then contact us today to ensure you get the software installed in time to take advantage of all the Section 179 add-on deductions.
Creating Holiday Card Labels in Results
It’s that hectic time of year again! How can your CRM help you with holiday prep? Here is a step-by-step guide that takes you from creating your holiday card list to printing envelopes or labels.
Step 1: Create a Named Search to Identify Your List
- Within the Contacts tab, click Advanced Search. The Contacts center will open. Click Maintain Named Searches.
- The Named Search screen opens. Find the Contact Type field name in the list of fields on the left hand side of the screen.
- Double-click Contact Type so that the field appear on the grey area of the screen.
- Double click on that entry to set the parameters around the Contact Type. Select the Value from the drop-down list. IN the example below, we selected to include “Clients: Active Major Accounts.”
- If you would like to include more than one Contact Type, change the Link Search Criteria to “OR” and repeat steps 2-4. In the example below, we have now included “Clients: Active Major Accounts” OR “Clients: Active Regular Accounts”.
- When you are done adding Contact Types to your search criteria, click the Save You will be prompted to give your new Named Search a name. Type in the name and click OK.
- Close the Named Search screen. Your new Named Search will now appear in all Contact Named Search drop-downs throughout Results.
Step 2: Create the Labels
After building the Named Search, you have two choices for printing your labels. You can either use the built-in label reports in Results or export the Named Search to Excel and use the Excel Mail Merge feature.
To Export your list to Excel:
- Open the Contacts Center by clicking the Manage icon on the Contacts tab.
- On the Advanced Search tab, select your Named Search from the drop-down list and click Apply.
- The Contacts meeting your search criteria will appear within the Contact center.
- Click the Export to Excel button within the Contact Center. You are now ready to use Excel Mail Merge for your envelopes or labels.
It’s Official: Results Integrates with TSheets!
We just announced our official integration with TSheets!
As Sam Saab explains in our Press Release, “We are extremely pleased to add the TSheets integration to our list of built-in popular integrations. This new integration is yet another way that we help businesses grow and prosper by delivering a complete and flexible approach to business information management from anywhere at any time.”
The Results and TSheets integration boosts productivity by allowing users to clock-in and clock-out in either TSheets or Results, using their desktop or mobile device. Field Service technicians and mobile users will be able to automatically clock-in/out of each service/work order and capture before-and-after pictures and signature making the updating of their timesheets a seamless part of their work and keeping the timesheet content accurate for client-billing and employee and vendor compensation.
Checkout the complete integration announcement here.