| Contact Management allows you to: |
- Track an unlimited number of contacts
- Distinguish contact types (employee, customer, vendor, etc.)
- Track an unlimited number of documents per contact or project
- Show 360 degree view of business relationship including:
- All related communications and activities
- Associated contacts and their relationship
- Sales opportunities
- Projects, orders and contracts
- Volume of business with actual invoices & payments
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Contact Management – Zoom In
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| Example
1:
When your client
calls to ask a question, have everything about their account at your
fingertips. View their payment history, the products they ordered and
the services you have performed.
Example 2:
Keep all of your client’s information in one place. No matter where your employees are, they will be able to access the contracts, letters and correspondence associated with each client.
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Calendar & Scheduling
allows you to: |
- Link activities to contacts, associates, documents or invoices
- Define and enforce processes and their associated activities
- Schedule recurring activities based on various criteria
- Receive automatic notification of edited activities by other
users
- Automatically trigger a process by completing an activity
- Enforce consistency throughout your organization by identifying
and assigning the proper tasks associated with an event.
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Calendar & Scheduling – Zoom In
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| Example
1:
Trying to schedule a service call? View the schedule of each technician to find the most workable time. Pick a time and schedule it.
Example 2:
When a new employee is hired, your pre-defined employment processes including activities and documents will automatically populate your calendar and to-do list. This process will be consistent every time it is performed! |
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| Sales
Force Automation
allows you to: |
- Track and forecast sales and assess opportunities
- Track estimates and quotes Calculate sales commissions and
quota performance
- Implement marketing campaigns based on mail-merged forms or
letters
- Automatically create an activity record to reference a copy of a
printed or emailed form letter
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Sales
Force Automation – Zoom In
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| Example:
Need to prepare a sales forecast? Quickly access a sales pipeline report and view quotes, estimates and other sales activities.
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Reports Management allows you to: |
- Obtain a summary view of any part of your business
- Run over 130 standard reports
- Duplicate checking reports based on various criteria
- Import and Export data to and from Excel or Text files
- Utilize Options Pack add-on for exporting reports to PDF
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Reports
Management – Zoom In
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| Example:
Need to know the status of a project or what your sales forecast looks like for next quarter? Choose from over 130 Standard reports. Your data is just a click away!
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| Advanced Searches & Views allows you to: |
- Search for records or contacts using the “Sounds-Like” feature
- Search on any data field within Results
- Name searches and views for easy access and re-use by all staff
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Advanced Searches & Views – Zoom In
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| Example:
Don’t remember how your client spells their last name? McKinzi or McKenzy? Use our Soundex feature to search for anything that sounds like either of these spellings.
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Personal Home Pages & Company Customization
allow you to: |
- Customize your home page and dashboard for individual use
- Identify modules to open automatically with selected views
- Incorporate personal preferences throughout Results
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Home Page & Customization – Zoom In
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| Example:
Make your log in screen unique to your preferences and departmental roles. If you are a Sales Manager, view the Sales opportunities every morning. If you are in Service, view the Work Orders assigned to you.
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Tools & Security Management allow
you to: |
- Restrict users to assigned contacts
- Choose from various security levels including: Modify, View-Only
and No Access
- Use the Start-Up Wizard to quickly deploy Results within your
organization Track an unlimited number of contacts
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Tools &
Security – Zoom In
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| Example:
Provide your employees with complete or restricted access based on the department(s) that they work in or their job titles. Or limit a salesperson to just the accounts assigned to them.
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