Results CRM

Results CRM QuickBooks Integration

QuickBooks® is  a reliable, affordable, and feature-rich accounting software that is ideal for small to mid-sized businesses. The software comes with powerful features that simplify complex accounting tasks. Despite its versatility and flexibility, QuickBooks can’t possibly satisfy every business needs. As a result, most other tasks are best performed by third party add-ons that connect with the software to extend its functionality.

One of the add-ons that we will discuss here is Results CRM that is a must have for every small business owner. This application helps you manage relationship data, contacts, marketing campaigns, leads, sales quotes, and expenses. It also allows you to prepare reports that you can view to make important financial decisions relating to the business.

And above all, the application brings a new meaning to connected applications. It supports multi-directional integration with 3rd party applications such as Constant Contact, SmartVault, and much more. This greatly helps enhance business productivity.

Results CRM – Features and Functionalities

Results CRM is an important business productivity tool for any business. Some of the value added features of Results CRM are briefly mentioned below.

Contact Management

Results CRM provides complete contact history. It combines contact information from different departments becoming a “one-stop-shop” location for accessing contact data. The software merges information from sales, customer relations, accounts, and other departments, and makes it accessible for relevant personnel within the company.

When the employees know what has been promised to the customer, what are the requirements, and what is the scheduled delivery date, they are better able to serve the customer and exceed expectations.

Sales Management

Using Results CRM, the sales manager can easily monitor and manage sales opportunities and leads. The software allows sales personnel to send quotes, create follow-ups, and better manage sales pipeline. It streamlines sales workflow and preserves every detail from the sales process from first contact, sales quote, invoices, and payments.

Automation and Customization of Processes

Another great value added feature of Results CRM is that it allows creation of custom processes and automates assignment to company personnel. It provides  for the creation of process templates that are customized to the needs of the business.

The processes are automatically assigned to the person(s) at a specified time. This ensures consistent delivery of services that result in complete customer satisfaction.

Tasks Schedule and Assignment

Using Results CRM, you can view available resources and open tasks that can be assigned to the employees. Through its user friendly interface, you can easily view task schedule and assignment. It features a Work Group calendar. You can drag and drop assignments and reschedule workloads in no time.

Scheduled activities can be sorted by date, customer, product, and assigned personal. This provides maximum flexibility and control in viewing and scheduling assignments. The end result is a happy customer who will gladly recommend services of the company to friends, family, and cohorts.

Maintain Accurate Customer Information

Results CRM allow information accuracy when it comes to managing purchase orders and invoices. All the contact information can be kept up-to-date, which will ensure that the quotes and invoices are sent to the correct address.

Project Management

One of the most useful features of Result CRM is that it allows tracking of product status, costs, tasks, resources, and revenues. Using the customer relationship software, managers can know how to schedule and optimize the workflow. With just a few clicks of a button, they can get detailed information of the project to ensure that everything is in order.

Customer Invoice Management

A great feature of Results CRM is that it allows billable employee time to be converted into invoices. The software integrates with QuickBooks, and transfers accounting relating data. Users can view products ordered, payments, account balances without needing to access the accounting software.

Results CRM Pricing Plan

Results CRM has three different options available to users based on their requirements. Let’s take a look at each of the plan to see how they best serve different needs of the customers.

Results CRM – Standard Plan

The standard Results CRM plan is well-suited for sales and marketing team of a company. At the moment, the standard plan costs $95/month for five users. This is apart from the initial set-up cost of $395. The standard plan provides sales personnel to manage leads and customers, create a to-do list, prepare and send quotes, and evaluate sales opportunities. It preserves sales processes and automates scheduling thereby allowing sales personnel to deliver consistent results.

Results Business Suite

The Results Business Suite plan builds upon the features of the CRM software offering more control over managing projects, invoices, and processes. At the moment, the plan costs $195/month for five users, while the initial set-up cost is $595.

Results Field Service Management (FSM)

Results FSM costs $295/month for five users with the initial set-up cost being $985. This plan is suitable for general contractors, electricians, HVAC repair technician, and other companies that have employees working in the field. It allows remote multi-device access that helps in managing workforce spread over different geographical locations.

The initial set-up cost, also known as onboarding cost, includes training and support services provided by the company personnel. It includes user setup information where the users are trained to properly setup and configure the systems. Moreover, the service includes customization of lookup tables according to requirements of the company.

The onboarding service also includes information on QuickBooks integration, Outlook integration, and Constant Contact integration if required by a company.

Conclusion

QuickBooks and Results
Results CRM is a robust tool that helps businesses provide exceptional customer relationship services. The software helps sales teams and managers efficiently manage their sales pipeline. It also connects with a host of external applications including SmartVault, QuickBooks, Constant Contact, Outlook and various others that boost business productivity, and make a positive impact on the bottom-line.

By integrating Results CRM with QuickBooks, all of the account related information of the customer is synced with the accounting software. This saves time and costs of the accounting personnel recording customer related data including invoices, bills, and much more.

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