Delivers the first CRM to share Documents with QuickBooks via SmartVault Integration
Results Software has announced the integration of SmartVault’s cloud-based document storage and file sharing service with its Results CRM solution. This integration leverages Results’ and SmartVault’s bi-directional integration with QuickBooks to deliver 3-way document management solution for Results CRM, SmartVault and QuickBooks users.
The integration with SmartVault provides Results CRM users with an innovative and effective in-the-cloud document management solution, in addition to the existing Results document management options. Results CRM users can now scan, upload, and attach documents to any Results CRM record including Contacts, Activities, Products, Sales Opportunities, Quotes/Estimates, Sales Orders, Projects, Service/Work Orders, Timesheet entries, Invoices, Payments, and Expenses. This allows Results users to access those attached documents from within Results or directly from SmartVault’s custom-branded Web Portal.
With SmartVault’s seamless plug-ins for QuickBooks and now Results CRM, users get a powerful three-in-one solution for customer relationship management (CRM), accounting, and document management. SmartVault documents can be added by any user to any record in either Results or QuickBooks and after a Results QBI Sync, the documents will continue to be available in both systems, without duplicating storage, regardless of what system they were originally added in.
“While there are a number of CRM systems that integrate with QuickBooks, even the most capable of these systems still have a serious "disconnect" when it comes to document tracking,” said Naseem Saab, President and Founder of Results Software. “CRM-connected documents are not available in QuickBooks and vice versa - a major shortcoming for true data access and full visibility of data across the organization. Results Software is leading the way with this intelligent and seamless SmartVault integration, delivering value to its Results CRM users and to the QuickBooks user community by providing this unique 3-way integration.”
"We are thrilled to see the integration of SmartVault's document management and file sharing capabilities in the Results Software application," said Eric Pulaski, founder and CEO of SmartVault. "The real power of this integration is in the ease-of-use for the customer who now has a built-in, intuitive document storage solution integrated in an application they are already using and familiar with, reducing any learning curve, and delivering immediate value."
The Results SmartVault Integration module is currently shipping and is included at no additional charge in all versions of Results CRM.