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Results CRM Case Studies

Learn more about the companies that have had success with Results Software. Read about their organizational challenges and how Results CRM was part of their solution.


Featured Case Studies: 

  • Integrated CRM Improves Department Communication
         “By integrating with QuickBooks, we finally have a CRM package that provides up-to-date information on our customers. The Sales Department can easily identify up-sell opportunities and Operations can quickly view the status of any order.” Read More

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  • Office Goes Paperless with Results CRM
       “Thanks to Results, we are virtually a “paperless office”. Results makes it easy for us to recover documents of any nature, and has reduced the need for physical storage.” Read More

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  • Results & SmartVault Streamline Operations
         “The Results SmartVault Integration is quite seamless. We are able to drop documents in SmartVault and have them immediately available to all Results users. We have streamlined our business.” Read More

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  • Constant Contact Users Benefit from CRM
  •     “From importing contacts to exporting email statistics, the integration of Results CRM into Constant Contact has saved me a lot of time transferring contacts from one platform to the other. Results CRM has also eliminated the need to pull and distribute individual reports after each Constant Contact campaign since the sales team now has direct access to campaign information.” Read More

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  • Firm Benefits from Results In-the-Cloud
  •      “Results CRM in-the-cloud has removed the dependency on an individual team member’s availability. No matter where we are, anyone on our team has the information they need to follow up with our hot prospects, ensuring we do not miss a sale opportunity." Read More

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  • Results Ensures Proper Project Turnaround
  •     “Results allows us to seamlessly turn billable activities into invoices. Within minutes, we have all of our appropriate customers billed.” Read More

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  • Results Offers Visibility to Future Performance
  •      “Results gives our sales force a tool for lead and contact management. Managing our sales in Results provides motivation and visibility to the future performance of the company.” Read More

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  • Assignment Tracking & Service Billing
         “Thanks to Results, I know the status of all of our business relationships at the click of a mouse.” Read More

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  • Association Tracks its Most Valuable Assets
        “With Results, I can keep track of who attends our monthly networking events, how they found out about our organization and what letters and flyers I sent to whom and why.” Read More

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  • Critical Metrics Support Business Decisions
         “As a business-owner, I'm in the driver's seat. Results gives me a "dashboard" from which I can monitor all of our business activities!” Read More

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  • Donor Management & Fundraising Success
        “Results allows me to have a better sense of who’s giving to the Ministry, so that I can better plan successful fundraising strategies.” Read More

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  • Firm Increases Billable Time with Results
         “Results has a unique combination of playing well with other programs and keeping track of details not available in the QuickBooks program. It has allowed us to significantly streamline our invoice, vendor and time tracking processes to increase our billable time and bottom line.” Read More

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  • Firm Saves Money with Results CRM
         “Results software can do everything that I was going to hire an administrative assistant to complete, saving me time and money.” Read More

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Industries We Serve:

  • Accounting Services
  • Associations & Charities
  • Banking & Financial Services
  • Building Maintenance & Services
  • Business Consulting
  • Business Services
  • Children Camps
  • Construction Services
  • Financial Management
  • Fundraising & Volunteer
  • General Contracting Services
  • Green & Environmental
  • Government (Local, State, Federal)
  • Grass Roots Organizations
  • Gutter Installation
  • Health Care Services
  • Heating & Cooling
  • Installers
  • IT Consulting & Services
  • Janitorial & Building Services
  • Law
  • Lawn Services
  • Managed Services
  • Marketing
  • Manufacturing
  • Non-Profits
  • Outsourced Services
  • Painting & Repairs
  • Political Organizations
  • Professional Services
  • Public Relations
  • Recruiting
  • Roofing Services
  • Sales Organizations
  • Service Providers
  • Signs & Displays
  • School Systems
  • Software Development
  • Travel & Vacation
  • Windows & Siding Services
  • Wholesale & Distribution