Results® product is a very mature product and has been on the market since 1986.  Results® has a desktop version of the CRM if you’re not interested in moving to the cloud.  In a recent interview by Kathy Hahn, Sam Saab of Results® says the company is a family owned and family run business and he considers their customers as part of the extended family.

The team of advisors and partners at Results® usually consult with potential customers during the sales process to define specifics of the customer needs.  The various versions of the Results® product provide options such as Project Management and/or Business Management, all of the versions include the foundational CRM platform.  Results® integrates with QuickBooks, and provides a desktop CRM version as well as mobile solution which can be used on a pda, smartphone, laptop, tablet, and/or ipad, and can also be used as a web application in the cloud.  The screens are responsive so that visibility configures and adjusts to the individual device size.

With over 300 CRM software solutions currently on the market, it is very important to compare features such as how deep the integration is and how well done it is.  Results® is a cohesive, bi-directional product which has integration with QuickBooks and can be user specified as to the individual modules required via specific user rules.  Import and export features can be defined according to unique user needs and levels of security (permissions) can be set for individual users. Outlook integration is key as is the ability to convert to an activity and then into a document in the contact record or project record within the Results® system.

Sam would define CRM as Contact Relationship Management.  Business relationships are not limited to Customers.  Vendors/suppliers, employees, customers, and prospects/leads are all business relationships that need to be managed.  Communications and activities of all contacts can and should be managed in a relationship management system.

Listen to the podcast to hear full details of the conversation and also tune in for Part 2 and Part 3 of the Interview by Kathy Hahn with Sam Saab of Results®.   If you want a great Desktop CRM try Results®, it works great via mobile or online also.  Be sure to enter your contact information for updates and Subscribe to the podcast on iTunes.