ResultsCRM Offers Visibility to Future Performance

Industry

Corporate

The Background

The Molding Depot specializes in high quality molding, windows, entry doors, interior doors, door hardware, and all types of architectural and custom woodwork. The company not only sells their products, but often provides project management and installation services. Their client base is large and diverse as they service commercial and residential customers in their local Florida area as well as customers from across the US.

Business Challenges

Managing Quotes & Sales Opportunities

Each day, The Molding Depot receives customer inquiries and issues several job quotes. They needed a way to track all leads, quote activity, sales opportunities and potential revenues.

Documentation for Jobs

Most issued quotes have associated technical specifications and CAD drawings. They needed to keep the documentation together while providing each team member access to the files.

Clean QuickBooks Files

Since the company was using QuickBooks as a CRM and estimating software, their QuickBooks data had extra leads and prospects records. They wanted a way to streamline data entered into their accounting software.

Why Results?

Quote, Sales, and Lead Visibility

With Results, the Management and Sales Teams have visibility to all quotes and potential leads. The automatic processes feature in Results allows the company to easily and consistently follow up on leads.

Document Management

Results became the central repository for all technical documentation; quote and project activity. All team members can access the project details without having to retrieve any physical paper files.

QuickBooks Integration

With Results CRM, only sales and customers are transferred into QuickBooks. This process keeps the QuickBooks application focused on financial transactions and provides the sales force a prospects management tool.

Learn More about Results CRM QuickBooks Integration

Favorite Results Feature

The Molding Depot uses Results to create and manage their Sales Opportunities and Quotes. All associated documents can easily be stored under the appropriate Sales Opportunity. Since Quotes can be easily transferred into Invoices, they can quickly integrate their Invoices with QuickBooks data.