| Contact Management allows you to: |
- Track an unlimited number of contacts
- View 360 degree view of business relationship including:
- All related communications and activities
- Associated contacts and their relationship
- 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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Service Order Management allows you to: |
- Schedule work orders and services
- Auto-Bill / Invoice completed work orders
- Manage completed and track incomplete tasks
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Service
Order Management – Zoom In
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| Example:
When a work order is complete, an invoice can automatically be generated for your client. Email the invoice directly from Results to eliminate delays and transfer it to QuickBooks for record keeping.
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| Project & Contract Management allows you to: |
- Schedule work orders and services by Project/Contract
- Manage needed activities, across the organization, to meet the
project / contract goals
- Track overall project/contract value, associated costs and profit margins
- Monitor time usage by staff along with the level of billable vs. non-billable time
- Track Invoices, payments and expenses associated with each project
/ contract
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Project & Contract Management – Zoom In
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| Example:
When a
Sales Opportunity is Won, Project & Contract tracking
allows you to capture the commitment details and implement the processes
and manage the needed activities, across the organization, to meet the
required goals. The time usage is tracked by staff and across the
project along with the level of billable vs. non-billable time. |
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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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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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