Results CRM

Results CRM

QuickBooks-integrated CRM for small businsesses

4.2/5 (17 avis)

Results CRM - Présentation

Results CRM is a QuickBooks-integrated CRM for small businesses to manage & automate their business processes, streamline workflows & deliver consistent results.

Though principally a desktop solution, mobile and web access is available as an add-on, enabling users can work from any device - including desktops, laptops, tablets and smartphones - with an on-premise or hosted configuration.

Results CRM is built to support and manage growing businesses - whether small or mid-sized - by empowering sales teams, client services, operations, technicians, management, and business owners to manage prospect, customer, and vendor relationships, and automate business processes. Results CRM integrates natively with both QuickBooks and QuickBooks online, as well as with a handful of other third party softwares.

Prix

À partir de
25,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Canada, États-Unis

Langues

anglais

Results CRM - Avis

Note globale
4.2/5
82% d'avis positifs
9
Excellent
5
Très bien
1
Moyen
2
Médiocre
0
Mauvais
Brad K.
Traduire avec Google Translate

Robust CRM and amazing customer support!

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 14/03/2018
Provenance de l'avis : SoftwareAdvice

If you are looking for a robust CRM then I would suggest looking into ResultsCRM. They offer webinar training and demos which helped us alot through out our vetting process.

Avantages

I have had the pleasure of working with a company that usesResultsCRM for their sales team. I was on the review and implementation task force. The company was midsize and need a CRM that would integrate with other software/tools they utilize like Quickbooks and Outlook. After sitting down with ResultsCRM's support team to learn more about the features and functionality this CRM had we fell in love with it. This CRM is surprisingly robust and offers a very user-friendly interface! Results offers many areas where you can track a customer and staff activity in such an easy format, that will give a company insight on improving efficiencies in almost every area of business. I worked very closely with Results implementation team throughout the project and they were great, they ensured that everything went smoothly. I also assist with the Administristraion of this product and work with the sales team to customize this product for their needs. I would highly recommend this product if you are on the fence!

Inconvénients

I have had zero complaints from our first discovery meeting to finishing up the implementation. Results customer support/implementation team worked with us to ensure everything was working efficiently and we were prepared to take over.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Jeff M.
Traduire avec Google Translate

Results CRM Delivers Big Results for The Yard Ramp Guy

Publié le 26/06/2015
Provenance de l'avis : SoftwareAdvice

Avantages

I have worked with many boutique or proprietary software companies over the last 20 years. Technically speaking, Results delivers outstanding emulation of a Windows environment along with smooth, consistent interplay with QuickBooks and Outlook. From a practical perspective, Results is intuitive and comprehensive. I am able to train new users very quickly. We are four individuals working from our respective homes. Yet with Results, it is as if we were in the same room. As for Results, the vendor, you could not possible ask for more. Everyone from the owner to the technical assistance personnel and even the sales department define professionalism. They understand my business and my particular application of their product. They are willing to advise and collaborate. This is a big deal because oftentimes, small software companies can be defensive and/or give push back. You will enjoy working with Results and consider them your co-workers rather than just a vendor.

Inconvénients

I have nothing bad to say about using the product nor working with all of this vendor's personnel.

Note détaillée

Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Denise G.
Traduire avec Google Translate

Results gives our sales team all the tools they need at their finger tips.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 28/06/2017
Provenance de l'avis : Capterra

Ease of use for the team, and increased sales for the company. We are able to effectively and efficiently plan calls to both existing clients and potential new ones and get the most out of that contact because all of their history is easily accessible to us.

Avantages

Results is very user friendly. We are able to train new users quickly and easily. We have especially loved the ability to take care of online training modules provided by results!
My sales team is able to see purchase history for an account, both frequency and specific items purchased, therefore making every contact with a client both informative and productive.

Inconvénients

There is a slight bit of a learning curve if you are familiar with crystal reports. The data is all there but it does take some getting used to in order to be able to pull the reports.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Mike H.
Traduire avec Google Translate

We were able to customize it for our unique needs by using the variety opportunities and projects

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 03/08/2017
Provenance de l'avis : Capterra

I would recommend it for firms that are sales oriented. We didn't find the web version really usable when we tried awhile back.

Avantages

We use the opportunities as a sales funnel which allows us to move items through the process and we can see right where we are at. This is very valuable in forecasting and planning. We run our entire sales process through Results.

Inconvénients

I wish we could change some of the field names that are static in the standard forms. We use the software differently than intended - but all the buckets and text fields are very helpful - when we pull them out using adhoc reports.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

7.0/10
Cheri T.
Traduire avec Google Translate

It's a great product with big returns for minimal dollars.

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 29/06/2017
Provenance de l'avis : Capterra

Use it all the time. It helps with process flow and confirming that we have touched each client.

Avantages

It's incredibly flexible and allows us to run our business our way. It is intuitive in look and feel because it is similar to Office products. Customer support is top notch. Pricing model works well for our office. You can export anything to Excel and manipulate a lot of information.

Inconvénients

Reporting is very difficult. The existing reports don't look very good and without Crystal you can't create new standard reports. Ad hoc reporting is not intuitive. The QBO sync is not standard and doesn't work with all the functions.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10

Results CRM - Prix

À partir de
25,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Pricing starts at $25 per user per month.

Results CRM - Fonctionnalités

  • Gestion des calendriers
  • Importation et exportation de données
  • Intégration de tiers
  • Intégration des e-mails

  • API
  • Base de données de clients
  • Champs personnalisables
  • Données en temps réel
  • Intégration CRM
  • Intégration des médias sociaux
  • Intégration mobile
  • Modèles personnalisables
  • Notifications automatiques
  • Paiements électroniques
  • Rappels
  • Rapports et statistiques
  • Rapports personnalisables
  • Stratégie de marque personnalisable
  • Suivi des activités
  • Tableau de bord d'activités

Plus d'informations sur Results CRM

Results CRM - Principales fonctionnalités

  • Action item tracking
  • Activity management
  • Billable hours tracking
  • Calendar management
  • Contact database
  • Contact history
  • Contact management
  • Customer history
  • Document management
  • Drag & drop interface
  • Email integration
  • Email tracking & history
  • Import or Export using standard data formats
  • Microsoft Outlook integration
  • Microsoft SharePoint integration
  • Order management
  • Pipeline management
  • Prioritizing
  • Process management & automation
  • Process management for follow-up or service delivery
  • QuickBooks integration
  • Quote to Invoice - standalone or link to QuickBooks
  • Quotes
  • Sales opportunity management
  • Sales orders
  • Shared group calendars
  • Task management
  • Third party integration
  • Workflow automation

Avantages

  • As well as capturing general information on sales opportunities and prospects, users can track the specific activities, statuses, documents, quotes, and notes associated with each opportunity.

  • The Results Workgroup calendar can be viewed in daily, weekly, or monthly views, as well as by team member, with activities viewable at the project-level or contact-level.

  • From within Results CRM, users can create and send quotes / estimates, schedule follow-ups, and manage their sales pipelines. Quotes can be emailed as PDFs directly from the software.

  • Results CRM's contact management feature provides users with a historic overview of all prospect, customer, vendor, and employee relationships, including their activities, invoices, payments, and more.

  • Users can create a customized process template library and automatically assign tasks to the right people, at the right time.

  • Results CRM - FAQ

    Voici quelques-unes des questions fréquentes sur Results CRM.

    Q. Quels sont les types de licence disponibles pour Results CRM ?

    Types de licences disponibles pour Results CRM :

    À partir de: 25,00 $US/mois

    Type de licence: Abonnement

    version d'essai gratuite: Disponible

    Pricing starts at $25 per user per month.

    Q. Quelles sont les principales fonctionnalités du logiciel Results CRM ?

    Fonctionnalités du logiciel Results CRM :

    • Action item tracking
    • Activity management
    • Billable hours tracking
    • Calendar management
    • Contact database
    • Contact history
    • Contact management
    • Customer history
    • Document management
    • Drag & drop interface
    • Email integration
    • Email tracking & history
    • Import or Export using standard data formats
    • Microsoft Outlook integration
    • Microsoft SharePoint integration
    • Order management
    • Pipeline management
    • Prioritizing
    • Process management & automation
    • Process management for follow-up or service delivery
    • QuickBooks integration
    • Quote to Invoice - standalone or link to QuickBooks
    • Quotes
    • Sales opportunity management
    • Sales orders
    • Shared group calendars
    • Task management
    • Third party integration
    • Workflow automation

    Q. Qui utilise Results CRM ?

    Utilisateurs habituels du logiciel Results CRM :

    Auto-entrepreneurs, Grandes entreprises, Entreprises de taille moyenne, Non Profit, Administration publique, PME

    Q. Dans quelles langues Results CRM est-il disponible ?

    Langues dans lesquelles Results CRM est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour Results CRM ?

    Types de licences disponibles pour Results CRM:

    Abonnement

    Q. Results CRM prend-il en charge les appareils mobiles ?

    Nous n'avons pas d'informations sur les appareils pris en charge par Results CRM.

    Q. Avec quelles applications Results CRM peut-il s'intégrer ?

    Applications s'intégrant à Results CRM :

    Constant Contact, Constant Contact, Microsoft Outlook, Office 365, QuickBooks, QuickBooks Online, ShareFile, SmartSwipe, TSheets, TSheets

    Q. Quelles sont les ressources d'aide disponibles pour Results CRM ?

    Ressources d'aide disponibles pour Results CRM :

    FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo

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