Results CRM – Integrating Outlook, QuickBooks, and Constant Contact
Karl talks with Result Software’s Sam Saab, about their Results Customer Relations Management (CRM) offering. Results CRM uses SKYLINE’s (a subsidiary of Uni-Data™) main application hosting. SKYLINE is going to incorporate Results Software product for desktops, web, and soon mobile via the Results Mobile branding.
Sam explains that the advantage of IT consultants working with Results CRM is that it allows them to empower their clients to work virtually. The Results platform is fully integrated with every day programs, such as QuickBooks, Outlook, and Constant Contact. Sam says they are the only company offering such an integration and the offering does not require an in-house server.
Sam talks a bit about their pricing options for Results CRM, which includes a purchase price, a subscription option, and a rent-to-own model. Sam also offers Odd Tuesdays listeners a special risk-free trial offer for the next 90 days. Listeners can visit here and enter “Odd Tuesdays special offer” in the Comments section of the application form to take advantage of the offer.
Amy Babinchak also joins our first-ever Oddballs segment. Amy is a Small Business MVP and Owner of Harbor Computer Services and Third Tier. Amy talks about banking fraud issues and how MSPs can put their clients into a position that limits their clients’ liability. She notes that neither clients, nor MSPs, are 100% assured protection from the FDIC. Amy also highlights the work that Enterprise Security MVP and Forensic Accountant Susan Bradley has been doing. Susan has been writing articles for Third Tier’s SMBKitchen Project for several years about patching security and protecting small business banking systems. Amy says from the research Susan conducted, she was able to create a package she built for clients to implement better fraud protection.