Results® is more than just a CRM, the software can be utilized for Project Management and more. Results® is a great business management tool and the system integrates with QuickBooks, duplicate data entry is eliminated, all the pieces and all departments including servicing flow through to QuickBooks.  Bi-directional movement of data and workflow is created per desire of the user.  Credit card processing is possible for the desktop as well as on mobile for use at the job-site to facilitate payments in the field.

Results® can be used with or without QuickBooks.  Synchronization with QuickBooks allows for edits after the fact so that both platforms have the same information at the same time. Integration is not dependent upon the fact that QuickBooks needs to be available at the time the data is entered.

There are over 160 standard forms and reports built in the Results®.  The reporting engine is based on Crystal Reports®.  There are also ad-hoc reports where you can build and design them on the fly to do basic customization in any way, shape, or form, to grab information from multiple tables at the same time.  Crystal Reports® is required for customization, they can do it for you or there are many Crystal Reports® service providers who can also do additional customization for you.

Managing projects, resources, scheduling, being able to do the billing, time billing, receiving payments, and going beyond CRM are some of the reasons to use Results® to take it further to run the business. Results® still has the desktop version and it also has hybrid capability which is married to the desktop and is also able to utilize the web and cloud environment with the same core features.  The mobile solution can be used on a pda, smartphone, laptop, tablet, and/or ipad, and the screens are responsive so that visibility configures and adjusts to the individual device size. Results® offers flexibility in how to aquire the product.  They have the purchase option as well as subscription pricing with mobile capability built in.

Sam believes in order to grow a business today, it’s important to have access to information for your staff to be able to support your business.  All staff needs to be working from the same sheet of music, with cohesive centralized data so that all information is consistent.  Leveraging automation is critical and it’s important to leverage the web so that through technology you allow a person to work from anywhere and have a tool so that they are not dependent on a desk and the papers on it.  Consistency of delivery of service and products with an automated system and structured processes is critical for business growth.

Listen to the podcast to hear the Interview by Kathy Hahn with Sam Saab of Results® in detail and Be sure to enter your contact information for update and Subscribe to the podcast on iTunes.