Results CRM by Results Software
About Results CRM -
Results CRM delivers a complete and flexible approach to business information management and business process automation for sales and marketing, service delivery, customer service, order tracking, project management, time-billing, invoicing, purchase orders, and inventory control. Results CRM provides seamless bi-directional integration with QuickBooks®, Outlook®, Constant Contact®, SmartVault®, and SharePoint®.
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Results CRM allows you to:
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Consolidate all Data
How the Integration Works:
XpandedReports users can generate advanced and custom reports using their QB data. Reports are then saved in SmartVault and can then be accessed from within QuickBooks, Results CRM and/or SmartVault.
Benefits of the Results CRM XpandedReports Integration:
- Manage organization-wide operations with the award-winning Results CRM
- Create advanced QuickBooks reports that are stored in a single location, making them instantly available to all users within the organization.
- View reports within the application of choice—Results CRM or QuickBooks.
- Eliminate the need to announce availability of reports via email, or search past emails to find previous reports.
- Provide full data visibility across an organization. Seamless integration between apps enables authorized employees from multiple departments to view reports, invoices, and other mission-critical information at any time.
- Enable users to set up a central data hub to view up-to-date, accurate information—no matter the application in which data was originally entered.
"The value of this level of integration is exceptional for both the end user and the accounting consultant community. For the user, it offers tremendous efficiency gains. For consultants, it further empowers us to help our clients elevate organization-wide productivity through the use of leading, integrated solutions, which ultimately offers the client a major competitive advantage."
-Bonnie Nagayama, CPA and Intuit QuickBooks ProAdvisor
Results CRM Links
