Results Software, a developer of customer relationship management (CRM) and business management solutions, has partnered with ShareFile to integrate cloud-based document storage and file sharing service with its Results CRM solution. This integration enables users to send, receive, sync, and share large files with anyone, from anywhere, and using any device—all within a highly secure space.
The integration with ShareFile 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 easily scan, upload, and attach documents to any Results CRM contact, activity, sales opportunity, and project. This allows Results users to access those attached documents from within Results or directly from ShareFile. ShareFile also enables the creation of a custom-branded, password-protected space where users can exchange business files with clients easily and securely. ShareFile supports the ability to send large files by email, conduct a secure file transfer, or use a shared online space where project-related files can be posted.
“We are very pleased to deliver CRM and Business Management functionality to ShareFile users, so that the files that they store can now be saved and retrieved in context of the Contact or Project that the file belongs to.” said Sam Saab, President and Founder of Results Software.
“The integration delivers a seamless experience that creates increased productivity by providing access to important documents anytime, anywhere. We’re excited to have an integration with an award-winning provider of Customer Relationship and Business Management Solutions, creating an effective cloud document management solution for all businesses," said Cat Allday Senior Director, Product Management SaaS at Citrix ShareFile.
The Results-ShareFile Integration module is currently shipping and is included at no additional charge in all Results QuickStart Bundles.
About Results Software
Founded in 1985, Results Software provides Customer Relationship Management (CRM) and Business Management Solutions to a diverse client base. The Results family of products helps organizations of all sizes and within multiple industries streamline operations, improve efficiencies, and increase performance with its award-winning software and services. Results Software also offers a comprehensive line of professional services focused on helping clients grow their businesses—including consulting, systems analysis, custom programming, data conversion, custom reports, and training. Results has earned top honors from Intuit as a QuickBooks Gold Certified Developer, is a Microsoft® Certified Partner, and has won both a K2 Enterprises Quality Award and the prestigious Awesome QuickBooks Add-on Award from The Sleeter Group.
About Results CRM
Results CRM delivers a complete and flexible approach to business information management and business process automation for sales and marketing, service delivery, customer service, order tracking, project management, time-billing, invoicing, purchase orders, and inventory control. Results CRM provides seamless bi-directional integration with QuickBooks®, Outlook®, Constant Contact®, SmartVault®, Citrix ShareFile®, XpandedReports, and SharePoint®. Results CRM is proudly 100% designed, developed, and supported in the United States.