Experience the Power of Results SmartVault Bi-Directional Integration

The Results SmartVault Integration provides Results CRM users with an innovative and effective in-the-cloud document management solution. Using this tool, users can scan, upload, and attach documents to any Results CRM record.  Results users can access the attached documents from within Results or directly from SmartVault’s custom-branded Web Portal. This integration leverages Results’ and SmartVault’s renowned bi-directional integration with QuickBooks to deliver the ultimate 3-way document management solution for Results CRM, SmartVault and QuickBooks users. The Results SmartVault Integration is included in all versions of Results.

Start a Free Trial of SmartVault!  If you're not currently using SmartVault, Results Software customers can sign up for a SmartVault Lite Plan and get one Full Access User, 25 MB of Web Storage, and share with up to 10 Guests absolutely free. If you need more users or storage, you can upgrade to a SmartVault Paid Plan at anytime.

Why Results SmartVault Integration?

Integration is Innovation!  The Results SmartVault Integration will allow you to gain full visibility of data across the organization and will provide a seamless experience for scanning, viewing, and accessing documents. 

With Results CRM & SmartVault:

• Scan & attach documents to any Results record
• Attach & view documents at the company or record-levels
• Access documents from within Results or from SmartVault
• Access documents at anytime from anywhere via Web Portal

How SmartVault Integrates with Results? 1+1=3

With SmartVault’s seamless plug-ins for QuickBooks and Results CRM, users get a powerful 3-in-1 solution for customer relationship management (CRM), accounting, and document management.

Consider the Value of Results CRM + SmartVault + QuickBooks:

• SmartVault documents can be added by any user to any record in either Results or QuickBooks
• After a Results QBI Sync, the documents will continue to be available in both systems, without duplicating storage, regardless of what system they were added

 Learn More about SmartVault

To learn more about SmartVault, visit www.SmartVault.com or check out these great resources:

• Take a Tour of SmartVault
• SmartVault Solutions for Accountants
• SmartVault Pricing
• SmartVault Learning Center

 

 

 

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