Take a spin around the latest version 17.4 of ResultsCRM in this twenty minute webinar. See the new customizable dashboard, Kanban work style, and streamlined user interface.
Part 2 of the Tour of the New ResultsCRM version 17.4 available here
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Hello everyone, and welcome to today's Free Training Thursday. Today I have with me Sam Saab, Founder and EDP of Results. Today he'll be taking us on a tour of the new Results CRM version 17.4.
Now I'll turn it over to Sam.
Amanda, thank you very much. Good afternoon everyone. Thank you very much for being on today's webinar. This is being recorded. For those of you that have not used webinar before, the launch control panel will block a portion of your screen. You can minimize that by clicking on that orange arrow on the top left corner of the control panel to move that out of your way.
Alright, as Amanda said, we're going to share with you what we've done for you in 17.4, space shipping since last month and is available for you to upgrade to. Let's walk you through some of those features. On the main system by the way, we've rebranded Results. It used to be ResultsCRM and Results Business Suite as separate products. They've now been combined into a single product called ResultsCRM with a new logo and a new look. But, the bottom line is that the core functionality for both BusinessCRM and business managements have been combined into this new product.
Alright, let's go to log in. What I'm going to focus on are the new features. First commitment is that we did not take anything away from the system. If you've used it before, it's still there. Actually, by default, we'll even show you and use the new screens. But, if you don't like the new screens, you prefer to continue to use the screens you're used to the way you used to work with them, and you can do this individually, not for the whole company. You can click on the options screen and uncheck that box. If you uncheck that box you'll be using what we call the classic screens, the regular screens. If you check this box you'll be using the new screens like I'm going to show you shortly.
Alright, first big module. Again, we didn't take anything away. Your home page is still there, but we added the dashboard to that. One of the most requested feature in the result system. Dashboard, similar to the homepage, it's per user, so each user can decide what they want to see, what their KPI is. Their Key Performance Indicators, what are the things they want to focus on. So, you're able to create new graphs directly by clicking on this button. The graphs, once they're built, are super easy to move around and use so you can reorganize in the order that matters. You can have tons of them that's close on the page, or you can have some of them apart, out of the way. You engage them as needed. So, I can open this one I need too. I can open this one or not, and move them in any order that makes sense to me.
The other thing that you'll find, is that each of those graphs, as you build them, will have their own title that you can type in there to remind you what that criteria or the filter condition is. Also, your graphs are dynamically interactive. What does that mean? I put here a graph of all the content types that are in my system. But, I can now come and say "You know what? I don't want to see the vendors." I click on the, it's an on off switch. So, you click on it one time, turn it, takes it away. I'm not going to see the prospects in there. I'm just basically all contact types and limited down to the client’s level. So, instead of creating one for clients, one for prospects, one for vendors, one for customers, whatever terminology you use, you are able to create one interactively and move things around and work within that.
Just to show you how quick and easy it is to create a new graph, I'll create a new graph with you. By the way, also notice that any graph, you click on this button, you can make a copy of it and modify the copy. You can edit it on the fly, while dynamically seeing how it's going to get changed. But, let’s go to create the new graph together real quick. So, first thing you're going to see is that not only do you have access to every module like you do in the home page, every DMC is effectively represented here. But, the name searches, the advanced searches that you would have built, are automatically respected. So, when you click on the item of interest, you'll immediately see the name searches that are accessible and available to you. In this case, I'm going to go to the contacts. I'm going to create all contacts. On the dates criteria, I'm going to just say whatever they were added.
I can also limit things. I only want the records that were added in the last 60 days, 90 days, etc. In this case, I'm going to say anytime. You can decide on type of graph. I'm going to go ahead and use a pie graph also this time. And then the categories, is a matter of being able to identify the type of information you want to summarize. In this case, I'm going to say contact sources. By the way, this is where you put the graph title. So this is "Contacts by Source." And maybe you're going to say "all contacts," because we did not filter any. We included all of them. When you create the graph, just going to pop it in there for you. You can now move it around, place it where you need to. You notice in this case, it's for sources that are based in your system. You can do the same interactive thing we were talking about.
Alright, so that's your dashboard. The next major thing, you know, everyone knows that they start with their to-do list. Your to-do list is still there, if you're comfortable using it. What we've built is a much more visual product for you. Now we have what you call the to-do board. These are based on the KANBAN design. K-A-N-B-A-N. KANBAN is a Japanese work flow, a visual workflow management tool that represents your items in a visual way and allow you to work them from left to right as you accomplish your work. You'll see that on to-do boards, we use that also for sales opportunity, for project management, you'll see it throughout.
Let's talk about the main attributes of how this works. In this case, my to-do board is broken down visually into my priorities for today. Here is something that was left over from yesterday. I'm going to move it onto my plan today. I'm going to reorder the order by which I'm going to engage this from a priorities perspective. I can put an asterisk on the high priority ones I want to make sure get completed today. I can move, this one I'm not going to get to today. I'm going to move it till tomorrow. And a few things from tomorrow, are going to be pushed into the future. As an example of how you can visually interact with your to-do list
Now, keep in mind this is identical to the list. If you're used to your to-do list or automatically opens, this is the same list of 15 items, just represented in a totally different way for you to work with them. The other thing that's important from a visual representation is that it's great to see the tiles. We call those tiles, you're going to see them throughout the system. The other thing though, is that you don't have enough information to work this activity. Let’s say you're going to be completing this activity, you want to engage it. So what you can do in results is you can simply click on any of those tiles, and then a pop-out data entry screen will open up to the right side using our new visual interface.
What does that really all mean? It means that without you having to wait for a new screen to open on top of this, anything you click on, as you click on the item that I'm highlighting is going to be represented, the data will be presented on the right side. Your] screen has the same information you have in your regular activities, and these are also built on tiles. So that's important for you to see the billing information and the billing information can be moved up. Or it can minimized and summarized because it does not know what you focus on or work with.
It all depends on how you want to engage the data, and many times this differs from one employee to another based on what department they're in, they will have different interests and different focus. This information is modifiable. If you want to make a change here, and you click on save, then that change has been memorized. So you're able to work with those, do the data entry while you move from one record to another.
The other thing you're able to do though, sometimes you do really want to see the screen itself, so you're going to click on open. And now, you're opening the actual activity record in this case of the item that you need to do. And so here, our new brand new screens are all about flexibility and ability to work with the screens. The tiles themselves represent the different components within the screen. So as you're used to in the past seeing an activity screen laid out in a certain way, you now have total control. You might want to put this towards the top, and move the linked information here, and then keep the status up here on the top, while the processed information is minimally used.
So the idea then of what your screen looks like and what needs to look like without impacting any other user, you can jump in directly to the full data entry screen. Your tabs, your grids are up here for quick navigation, or you can scroll to them directly by moving to the grid of importance to you. But that's what your new screens will look like.
Let's move on to the next main board, and that main board is the sales opportunities. So when you're working with sales opportunities, we're going to take your whole forecast report and place it on your sales opportunity board. And the idea here then is that we're laying out the actual opportunities being worked on and pursued. These are the actual opportunities in your system based on the stages that you use for the newer organization.
This by the way is just sample data. Your stage names might be totally different so when you go to the stage dropdown, this is going to be the list of stages based on exactly what you would have put here, for your sales stage list. So this list up here, that name and that order, is exactly how this would be placed for you, and now we'll put the different items in there.
Now obviously, when you're dealing with sales opportunities, you can filter out what you don't want or you want to keep. You're also able to come in as a sales manager and say, "I don't want to see all that, deselect all of them, I'm only going to look for Mary's, Mike's, and Cathy's". And so, in this case, as a manager, this is how your system will stay. Every time you open and close it, it will remember that setting until you change it again.
You can also focus on different probabilities here towards the end of the month, actually we're two days away from the end of the month. So you can say, "You know what? This level of opportunities are not as important to me, I'm going to focus on the main ones, and these are the ones that are likely to close between now and the end of the month that I'm going to focus on".
So it's all there for you in a visual way. You still have, we didn't take anything away. Your same opportunities are available to you here, group them by sales rep or group them by stage if you want to. It's the same data, it's just presented to you in a totally different way for effectiveness and ability to work quickly. And not just through the tiles, but as we saw with the to-do list. Every tile you click on, has its own pieces of data that will be listed in the order you want them as well as a full data-entry screen with all the tabs that you are expecting to see and are used to seeing within a sales opportunity. All that data is still there, just more visual and easier to work with.
The final board that we did for you is the project board. So here you go to the projects, and in this case, it's the same concept we did with sales opportunities. These are all your stages, project stages. So obviously they're different based on what you do in projects versus what you do in your sale stages. And so, status is added here assigned to for filtering as one of date, filtering. What's upcoming, what's overdue, what's in the future. So the idea there is allowing you to view the projects you need to focus on.
The ability to click on any tile and see the details is still there. Actually, it's part of how we do work. And then same idea of being able to open up the full, in this case, project record, and as many of you know, if you've worked with projects, projects are rich in a number of tabs. All of those tabs are available. You can turn some of them off based on the ones that you don't need or not used. Not for your company but for you specifically. If you don't deal with invoicing, turn the invoices ones off. You don't need to have them appear so the amount of tabs is not as overwhelming, because of the way you can work with the data.
Alright, the next thing that I wanted to show you is actually a funnel feature, but it's a very important powerful feature. Most of us today have more than one monitor at the same time. So you'll notice that we changed the way that tabs work slightly. They actually used to be on the top, but this is a newer tab engine that is significantly more powerful than the previous one.
What you're able to do with this if you want to, is you're able to click on a tab, and I'm clicking on it right now, and drag it. And you can actually take this whole work area and put it on a separate monitor. I'm going to move it to monitor number two. So if I'm a dispatcher or keeping an eye on my team and where they're working and what activities they have on their plate, I have now a second window or third window that has different things. Actually you don't have to even put them in another window. You can put your projects here if you want to, and you also move your to-do list here if you want to. And now effectively you have a limitless amount of work areas that you can work with and still open records from here, minimize that if you want to, or close it. Open one from here if you want to.
Everything is available to you and working, it's just a matter of you engage your tabs in a much more effective way because the tab now presents a work area and you have a limitless number of work areas without having to log in separately or distinctly at a different login menu.
Alright, lets show you the final [inaudible 00:14:53] and that's basically the new way in which you do contact records. So let's close these guys, and by the way, I'm just going to throw it out there. One quick feature in the quick box integration. The quick box synchronization has been increased by eight-to-ten fold. So if it took ten minutes before, it now will take one or maybe one and a quarter or something like that. So eight-to-ten fold speed and we did that, it wasn't rewriting the whole engine. We did that by changing the amount of audit log. We used to log and build an audit for every single piece of data so that if you need support or you need to review something after the fact you had the data already there. We have opted to approach it in a different way and minimize the amount of audit log created. When everything is working correctly you can always go back, reset the dates, and redo the sync to bring in the information to capture at a much more in-depth by turning that switch and then rerunning the process.
Bottom line is that the speed of integration because significant. Alright, we're down to the last few minutes, so let's go ahead and show you contact records. So those of you that have worked for Results, you know that everything that you're used to working with, the MC, standard searches, advanced searches, everything is there, but this is what your contact record will now look like, by default. This is if you open it out of the gate or you come in here and say I messed with it too much, reset the layout for me. That's what typically it will look like for you. And this will be typically because it's also impacted by how much the system tries to be smart and dynamic depending on how much resolution you have on your screen. You might have not enough space to have four columns for example, and so the system will be able to adjust accordingly towards that.