In this short demo, hear from Sam Saab, the founder of Results Software, on what makes Results the Highest Rated CRM for QuickBooks. Learn what made Sean McCaffery, Sales Leader from the Intuit Reseller Program, say:
“Results CRM is a must-have for any business that uses QuickBooks.”
Hello everyone, my name is Isabel, and I'm the marketing coordinator here at Results. Thank you for joining us for the Results CRM demo today. Before we begin, just a couple of housekeeping notes. Please feel free to type in your question throughout the presentation and we will answer them in the order they were received at the end. This is available in the side drop down where you see question. This will be a 20 minute webinar with a 10 minute Q and A session. We will send you a recording of the webinar so you don't have to worry about taking notes. Sam Saab will be demonstrating Result for us today. Sam is the founder of Results Software so we're in great hands. And I'll go ahead and hand it over to you, Sam.
Thank you very much, Isabel. I appreciate it. Thank you everyone for being on the call today. I'm excited and looking forward to showing you the Results product. So what I'm going to be starting with is a quick overview through four slides of what the Result product is, how it's designed from a functionality perspective, and then we're going to go into a live demo showing the desktop product, we're going to show the web product that goes and works hand-in-hand with the desktop product and then we're going to open it up for the questions. And Isabel will walk us through those questions that yo have submitted online through the questions area.
So first, Result's software. This is a single slide that will summarize all the functionality across all of our three products. We have a Result CRM which is focused on sales and marketing functionality and business development functionality. The next step up is Result's business sheet which is focused on not just sales and marketing but running the full office. Every person, every department is able to use the product and look at the full business relationship from there. And then we have the field services. Result's field services allows you to not only have the business management side running the operation, but also supports all the people in the field, the field services side and the entity's delivery services, installers, engaging any entity remotely and being able to access same data as the back office.
All right. So, this single slide summarizes the functionality across all three products. First relationship management. So anything and everything about the entity that you're doing business with. Results also is unique in identifying two types of relationships in the way you work with the contact records. We have what's called the vertical relationship saved actively if you're working with an account that has multiple locations, that are multiple individuals that work there at a company, or let's say you're in the tax or accounting world and you have a family that you're doing the taxes for. So in that case it's an individual. And then you'll have the information about the spouse, the children, multiple homes that they might own. All the information that relates back to that account. That's called the vertical relationship because all those accounts are part of one setup.
There's also what's called horizontal relationship. So this is not only just the account that you're working with but how they relate to everybody else in your system. So for example, if an account was referred from another company, you'll see that relationship there. If you're dealing with an account and you want to know who their lawyer, who their attorney is or who their architect, if you're doing construction work, is. Then you're now able to look at the connection between an existing account ... That attorney might already be working with two other accounts that you work with. Same thing with the architect and/or general contractors. So the connection between one account and another is all part of understanding the relationship. Knowing whether they owe you money or not. Knowing what they ordered from you in the past. Knowing what projects are being worked on. That's all part of relationship management.
On the sales management, that's dealing with anything to do with business development. So it could be proposals you're getting out there. It could be quotations. It could be sales opportunity and managing a pipeline. Could be marketing campaigns that you're sending out there and then through costs and contact integration, seeing what they did with that mailing that you engaged them with and how they took the next step from that. So anything to do with that management of selling and sales opportunities is there.
Now this is where we start separating out from other CRMs and there's tons of CRM systems out there. But the uniquest about Results is that CRM is just a starting point as you're establishing and creating business and now it's time to take care of the business. So the sales opportunities that you would have created under sales in Results will .... We convert over to a project when you get an approval to move forward, leaving impact all the information. Every meeting, every phone call, every document, every quotation that was sent out there is still part of the full visibility of the account as you now manage the project because you got an approval. So you'll never get this disconnect where the left hand and the right hand don't know what's going on. What sales promised and what the operations side are going to deliver are not in sync. So everything stays in sync and everything stays connected so you're able to schedule work doing delivery of services, delivery of products, delivery of products and services combined. All depends on what business you're in and what you need to get done.
We have project management. And those project managements as you'll see later on when we talk about the QuickBooks integration we'll also synchronize the job and job cost in your QuickBooks. So you're able to do resource management, time sheets, time billing, anything to do with delivering on what was promised and managing and tracking what is to ... What's due and when you're going to get it done and what still needs to get done to complete the project in a timely fashion.
You're able to do billing. Whether you do that in QuickBooks, whether you do that in Results or a combination of both based on time billing done from Results and maybe recurring contractual billing done from QuickBooks or a combination of both. All of that is handled through Results. And/or QuickBooks and brought into view.
There's also process management. Anything from a sales process or setting up a relationship, the onboarding process when a prospect becomes a client, the process you go through when a prospect requests, excuse me, requests a sample or information that they need. Brochures, follow up information. So everything is standardized in the Results system across all departments and then Results is there to support the full operation of the business.
The last two icons referenced are slides that are going to be shown next. So the first one is mobility. That's where you deal with web mobile. So that means any device can be connected to your data and used at the same time as the main results desktop product. We also have the field services. An example of that where your field technicians can pick up the ticket, take pictures before/after, receive a signature, know what products are used from their truck or they should have taken those products with them or need products to bee ordered. All that is part of the mobility.
We also have a centralized view of all the integrations that Results have. If you have any questions on those, please put them into the questions are and Isabel will go through those later on with us.
So the next one is the mobile and the hybrid nature of Results. Results covers the full spectrum of how today ... How we work today. The idea is that you want to be productive and you want your team productive regardless of where they are at the time and what device they have access to. You're in the office, you want to use a desktop or a laptop in your office. That's what the left side is. This is what you see, there's an example of a screen from Results desktop opened to the work group calendar dispatch mode as you're scheduling operations and you're scheduling work that needs to get done by your team.
On the farther right hand side is the web version of Results which will run on a tablet or laptop in the field using internet connection. And in the middle of the screen is the web connection also but in this case the system will also sense that the screen is less than 2 inch diagonal. That means you're using a mobile device, truly a mobile device not just a tablet or a laptop. And in that case it will switch to a totally different interface that's more suitable and more visible within ... And usable within that [inaudible 00:08:39] device. So the point is that you work from anywhere at any time and you're always connected to your data and always being able to update data or view data. Always on top of the relationships that you're managing and getting your work done.
The next screen summarizes the integrations we've done. One of the things we pride ourselves on within the Results system is that we've built a product that doesn't come in and disrupt what you're doing. Replacing or trying to replace what you're ... The tools are useful for you and productive for you, but instead we'll come in with a collaborative approach that allows you to move the data in and out of the various systems. Avoid and remove the need for double data entry. And allows you to put the information once from whatever device you need and have all grab data from an existing system and a source of data that already has it like QuickBooks or Outlook or Constant Contact or other things we integrate with.
So let's walk through those integrations real quick starting from the top left corner. You deal with QuickBooks. We integrate with every version of QuickBooks that ships. Full stop. So that could be desktop, pro, premiere, enterprise. That could be QuickBooks online. Not only the national version, the US version, but also the global version, the international version. By the way, on the QuickBooks desktop, we also work with every version done. So it could be the US, the Canada, as well as the UK versions of QuickBooks are supported. The next ... And that's bidirectional. We're going to see the main modules we move between the data in a second.
The next one is Outlook that you're seeing up on the top. We integrate with Outlook on the capturing any email or emails including attachments and tie them into the activity, the meeting, the project, the record, the contact record, the job site where the work is done. So it's a very elaborate and detailed approach in which you can connect the information. We're also able to bidirectionally synchronize your contact data in Outlook, bring it into view, and then that data can also be synchronized with QuickBooks. So here comes a ... That's why we put ourselves in the middle, it's a hub. You're able to ... This is the hub, these are the spokes, we're able to pull data from QuickBooks, we're able to pull data from Outlook.
And finally I have a product that can synchronize and keep that data updated so you don't have good data with an email that was in Outlook and QuickBooks has no idea what that is, right? So it's all space current. We also do synchronization of appointments in Outlook.
Next icon is Google Drive. We all by the way have also Google Gmail in a beta testing that will be a 2/3 release this year.
Constant Contact email marketing. We have one of the most elaborate integrations there. That doesn't just ... It's not just about capturing contact data and sending it to Constant Contact, but also to monitor the campaigns and instantly see who engaged your campaign, did they open the email? If there was a newsletter with multiple links, which articles did they read? What did they click on? And instantly be able to follow up within the Results system and assign followup tasks to your team to actually contact the individuals based on their behavior within the newsletter. What did they click on? Where is their interest? What do we need to talk to them about?
SmartVault integration. Document management in the cloud. SmartVault is uniquely able to do document management within QuickBooks. We integrate directly with it so the documents could be captured in Results or in QuickBooks or in the portal and it will all be accessible from either of the three systems without duplicate storage of the same document.
ShareFile is also popular. And well known. This is a Citrix product. So we do integrations for that.
Next is SharePoint. So if using Office 365 like many of us do, you also ... Or SharePoint is on premise, you're able to integrate with SharePoint as a document management or a collaboration tool.
Last one is TSheets. One of our more recent integrations. And a very exciting integration. That especially is for field service operations in dealing with CPS. Capturing when a person clocks in a clocks out. You're dealing with all clock in clock out for the staff person managing part time staff as time and doing payroll through QuickBooks.
Okay, then last screen to show is the summary of the integrations with QuickBooks. This is every module that we integrate with bidirectionally. Bidirectionally means we not only can we import customer data but the data can also be exported back out to QuickBooks or created in Results and sent to QuickBooks. That's what the double arrows mean. The only place where we do not have double arrows is time sheets. And that's because the time and the work is being done in Results and sent over to the QuickBooks. It's a one way send to QuickBooks for payroll, for billing, to pay the vendors if the time sheet is for a vendor. Results recognizes and separates out employees from vendors and will submit the time sheet accordingly. And this way you'll know to cut them a check versus ... The vendor versus handling payroll for them. All right, let me know if you have any questions on that.
Now we're going to jump in directly into the desktop product is what we're starting with. Effectively, you're logging in to let the system know who you are and be able to work within that system. So I'm just going to go ahead and do so. Overall, the navigation of Results is based on the tab menus on the top. Very much like Windows ... I'm sorry, like Microsoft Office. Banded menus, we call them. So that you're able to get your data directly from here. We have very quick way for you to see your information. System knows who you are so we have a concept of my Results items. You're quickly able to see your to-do list, your calendar, your sales opportunities, your contacts list. You just click on the thing that you want to engage. In this case I'm logged in as Mary so these are all the accounts in the system that are assigned to Mary or Mary is a sales rep on as an example.
We also have a central view here, single click where you can get to every single module in Results where you can see the data directly. And jump directly from here or be able to add any kind of data. You want to add an activity? You click on add an activity. You want to add a contact? You can do that. So it's a quick central view of the world and being able to get to the information that matters very quickly.
The other thing to note is the way we've operated within the Results system is the structure of the design of this system itself. You'll notice it's very much like in the way Excel works. So when you're requesting data, I want to go to contact information. Click on manage the data. So this is every record in my system. 125 five of them. I'm looking for anyone with a last name starting with the letter S. As soon as I click on that, the system will instantly align with the search for that update account and allow me to do a quick dynamic filter. If I now go to the first name and click on that, these are the only entities that have S starting with either ... On either first and last name starting with that. But I can also now go and change that to contains as an example.
So now I'm looking for a last name that has the S anywhere within the name. But notice not only the speed by which the data came back at you, but the idea there is that you're still working within a spreadsheet so you have columns and rows. All of those columns by the way can be restructured and redesigned per user without affecting any other user in the system.
But now let's say you're working with financials and you're working with invoices. Now this is just another spreadsheet and that's the concept of repeating how Excel works and why it's so successful in the way Results works, works for you. So the other thing to be aware of within the results system is the argument we make is that if you cannot find them in the system, you're not going to be able to help them. So one of the things that we put a major emphasis on is the ability for Results to find data fro you very quickly. So the idea there is let's say a person calls in a you're looking for a person with the last name of McKinsey. I'm going to guess on how McKinsey might be written and click apply. No records are found and the person is indicating they're a customer. Not a comfortable situation to be in unless you realize ... Until you realize that Results has a phonetic search capability.
So you ask for help by saying "I don't know how it's spelled but I know how it's pronounced." And so effectively, by clicking apply right now, you'll notice the system was quite a bit more helpful. With phonetic search, it found two records with the last name of McKinsey even though the spelling is not even close. And so the other thing that you can do is you can do that on the first name. So if you guessed that Jenny is written that way, you will still be able to find those two records even though the data is different.
The other way of finding information within the Results system is to focus on relationship management. What does that mean? The ability in Results to ... I just went by the way and opened just another area. And Results is well known for the fact that it doesn't disrupt what you're doing. So I was working with contacts before. It never closed or canceled what I'm doing. Just because the phone rang or I had another thought of searching for something else, I can start another session without affecting or closing any of the previous sessions. Similar to when the phone rings. You don't clear your desk and start from a clean slate, you don't have to exit everything. You just keep going.
So when you're working with relationship management, one of the biggest things that we ... Biggest mistakes we make is that sometimes because we get so busy and we have so many accounts, we forget to stay on top of the accounts we need to manage. So this is a search that allows you to say "Show me anyone that is a client that hasn't received ... We haven't received and invoice or have not created business with us in 90 days. Show me anyone that I have not sent even a quotation in 180 days." By the way, these could be cumulative. So you can do them at the same time. They haven't ordered anything. We haven't even sent them a proposal in half a year. You can also look for we have not done any business activities, none of my team has called them or followed up with them. So obviously the relationship is going to struggle and suffer. So these are the kind of searches that you're able to do within the system itself.
Now the beauty of this is that when you find the data you're looking for, what you're able to do also as a manager instead of printing this list, handing it over to a person and say "Go call them," in Results what you're able to do is you're able to actually select the records that you want action to be taken on. In this case I just checked off a few records here and I'm able to use what's called the mass update. The mass update is one of the more powerful engines within Results. It first reiterates the records that it thinks you selected. I checked those five. It's going to reiterate what was selected because it could have been selected from other pages when I scrolled down or up. So now it's saying these are the records you selected, what do you want to do with them? Well I want Jessica to become the sales person for those so I'm going to reallocate sales rep to be Jessica.
And I want Jessica to proceed now so I updated those records instantly and I'm going to proceed to have Jessica call them. So I went to this unique and powerful tab up here that says "What do you want her to do?" It's going to actually generate a single task that is assigned directly to Jessica as per the selection that says "Call and intro self and catch up on account." The idea there is that we're able to then let Jessica do her work without having too much effort because when Jessica clicks in and logs into the system, she's going to be able to go to her to-do list and see that she has to call those five individuals.
Let's simulate that really quick. And we go to ... Let me make sure Jessica is able to log in. Glad I checked. Jessica was not set up to be a user of this system. We're going to have her become a user of this system. I'm going to switch to that user. So I'm going to have her be the person logging in. So I logged out and instantly switched controls over to Jessica. Now Jessica comes here and clicks on her to-do list. You'll notice that Jessica has those phone calls to make. And if you select all those records, less this meeting and this task, and you say ... I'm Jessica, right? I'm logged in as Jessica. I'm just getting ready to make those phone calls. Notice how the system allows you to select all five that you need to make a phone call on and all those five records came up. So you'll notice you're able to move between one and the other directly here. She knows exactly who to call and now let's say she's ready to call Stephen Anderson. The phone number is there, she's ready to dial.
Any experienced sales person or client services person know that they better not dial until they've checked for land mines first. What does that mean? That means review the account, make sure there are no surprises and understand the account before you make the call. But we're in the middle of calling campaign right now. That's disruptive. No it's not. So here's what we do. We click on this button that says "I want to add a contact record." What does that do? It opens up the most extensive profile. This is one of our more complex screens. We have screens that have less data on them. But this shows you the full relationship with the account. Every activity ever engaged. All the outstanding ... Only the pending activity. I don't want to see all the historic activity, I want to see what's outstanding. So Jessica can view what's outstanding including her call to them that was scheduled for today. We can also go and check finances, see if they owe us money. Well they owe us $8,000, we better not sell them more services I they haven't even paid us for the previous ones that they ordered from us. So let's review their invoices. That's where the money is owed at.
They're going to argue that they sent a check. Well let's review the payments. This is every check received. That last one was in 2014. So it's going to be an interesting conversation. But the point here ... What we're talking about is the ability to empower through a full view of the relationship at the time that you need to engage. And when the phone call is done she can even schedule a follow up activity. Which is key in client services. And that will link back to the original activity so everybody knows what caused what.
All right. This is kind of the summary view of the Results product and what I'm going to show you real quick is that if you wanted to do this from the web because you are not in the office or you're traveling and you want to log in from your tablet. I'm going to come in as Mary and I'm going to log in. I'm going to show you how similar everything is real quick. So this is your home page like we did on the desktop. This is the ability to go to contacts and click on managing the contact information. The ability to search also by last name with phonetic support is available. Searching within the column is supported. Opening the contact record itself and looking at the various tabs so you can see the invoices, you can see the finances, you can see the activities. Everything that you need to engage, whether it was created in Results or whether it was synchronized through QuickBooks, it's all centralized and available to you in the Results product.
And if you're working from a ... Want to see your calendar on the road, you're able to engage your full calendar and see other people's calendars and update their calendar. You want to work from a mobile device? That's what your mobile device would look like. But now what's different is your phone would look like this. And because your phone is going to have limited space, what we're going to do for you I we're going to give you different menus. So the menu pops out. And you can do your searches including phonetic searches if you want. But the bottom line is full support, full access to your data, whatever you're working from.
All right. That's ... I went a couple of minutes over. But Isabel, turning it over to you to .... Do we have any questions from the attendees?
Q: Thanks, Sam. Yeah. The first one is from Anne. She says "You've state you have Outlook integration. How does the email capturing work?"
A: Great. Okay so I actually have a sample record. So let's take a look at this. I'm using Outlook 2016. We integrate with every version of Outlook, whether it's 32-bit, 64-bit all the way from 2007 all the way to 2016. So this is just an example of an email with an attachment. So this is a voice message that was sent through the voice message system. And came in here. So what I'm going to do is I'm going to simply use the Results quick add to single button click. It will ask me whether [inaudible 00:25:21] bring the email in. What it's going to do is it's going to open up an extra copy of Results that does not require a license but this way you can capture emails without necessarily being in Results first.
And inside ... I'm just going to put a note in here so I know that this is not marketing but real. So this is actually the full email including the body of the email and the actual email itself attached. I'm able to also ... Let's say this was a request for information. I can reassign it to another team member. But for now, I'm just going to capture that email. So let's go now to ... I'm going to close actually, let me close out of Outlook all together so we see how powerful this is.
So now let's go to this record and this was captured under Results Software. So you put as much of the information as you need to find the account. And if I open up this Results Software account, I am able to look at emails [inaudible 00:26:16] inside demo thing. This is the one we just captured. I can open up the same activity if I need to or want to. But even more convenient, I'm simply able to click on "Open email document." Notice Outlook was not even open so just forced Outlook to open to give me this full email message. I can now play out the voice message.
Here's a couple of things that's very important: this is so complete, you can even reply to it from here if you want to. It's before email. But more importantly, you're no longer dependent on an inbox or someone that's no longer with the company or someone that archived their emails because it was sitting in one of their folders and it's no longer there. The bottom line is we've taken this email and actually made it a document as well as an activity. And we attached it to the actual account itself to allow you to be able to have visibility and access to this email at any time in the future without any dependency on Outlook.
Q: The next question is from Ronald. He says "Can I install the Results Software on my own servers or does it have to be hosted?"
A: Great question. So Results is only available as a subscription. So you subscribe to it on a monthly basis, on a ongoing basis. But it can be installed anywhere. It's been installed at Abacus at the ABCD Abacus private cloud, it can be installed in your own offices on your own server if you would like and you have the support to do that. So it's a software package of desktop as well as web as you saw it's a hybrid system that covers the whole world of any device you want to use. And you can install it anywhere that you want to. Great question.
Q: Okay. And then the next question is from Veronica. She says "With the QuickBooks integration, do all my prospects get transferred to QuickBooks? We have thousands of leads that come in."
A: Great question. Okay, smart. That's somebody that has been bitten by an integration that looked goo during a demo but did not give you enough flexibility and power to do that. Oh, I'm still logged in as Jessica and Jessica doesn't have control to the QuickBooks integration. All right, let me jump back in. So the answer is you have total control through the way we've built the QuickBooks integration. This is what the QuickBooks integration looks like. So this is a column of what you want to import possibly and what you want to export possibly. Export means send from Results to QuickBooks and from QuickBooks to Results. This could be memorized and the system would run them based on how you designed it. But your question is right on.
So part of the configuration options up here is for you to go to this screen, which is a contact synchronization screen. And you can decide this on the type of data, whether that data stays in Results or not. In this case, prospects, I go to ... As you said, you have thousands of prospects from conferences where you brought mailing lists. Until they become a customer, there's no need for them effectively to be in QuickBooks. Based on your business, different people do it differently, but in that case you'll, say, put an N next to that contact type. So any record that is sitting in any of those potential buckets of prospects will never go to QuickBooks. Now once you go to the record and they, let's say no longer a prospect and they become a customer, then because they are falling into this bucket of customers, you'll be able to then be instantly sent over to the customer database in QuickBooks. So this is the monitor and wait until the right opportunity to send them to QuickBooks. An that's when they become more the ... To be in QuickBooks so QuickBooks is not polluted with bad data or data that's not needed. Just because somebody asked you for a proposal or a quotation doesn't mean that hey have to sit in your QuickBooks files forever.
I'm going to do this pretty demonstration for you. So this is an active prospect. That is basically just called you and said "Oh, we're so excited about the quotation you gave us. We're going to become a customer." You basically go to here. You select a record and let's say you make them a major account. So they became a customer. You just changed their contact type. As soon as you hit save, this record next time you sync, this record will simply go to QuickBooks. Because they have become part of a contact type, puts them into class of records that now need to be synchronized with QuickBooks. Thank you for the question. Great question.
Q: The next question is from Tracy. She says "Can I get the Results CRM by itself? And then upgrade to Results business suite when we need to manage projects?"
A: Yeah. Awesome question. The answer is yes. And you don't even need to reinstall software so when you're looking at ... Let's say you go to our website right there. So this has three columns of the different products that I mentioned before. If you go to pricing or you can go to features. But this might be a quick way for you to see that. So effectively, the CRM is the contact and sales management up here. And eventually, let's say you're ... You want to focus on business development right now and marketing. And later on you're going to go to the business suite side. So you start working with the data, the data doesn't get changed, the integration with QuickBooks doesn't get changed, and you don't even need to reinstall anything, we just change your license file and then all of a sudden you will have, when you want to upgrade to the project management and other things, all those features, all those menus become accessible and available from within the system by just simply changing the license file on your file.
Q: Okay. Next question is from Jane. He says "With the Constant Contact integration, will I see who opened a newsletter that we send to our customers?"
A: Yeah, great question. Let me see if I have Constant Contact set up here. So I went to the configuration ... Yeah, I am set up. Okay, so this integra ... Constant Contact is inte ... Great question, thank you. Appreciate it. So, yes. The way you would use this and you set it up once across the company. And instead of having to go to the marketing department, knock on the door and say "Can you check again, did we have any other people that read the newsletter today?" You ask them three times a day, all of that is handled from within the Results system itself. So you're going to go to contacts menu, go to Constant Contact. And there are two types of the Constant Contact integration. Ability to build mailing lists that are part of your Results system based on whatever filter you want to use. I only want to send it to clients, I only want to send it to vendors, I want to take out the people that did not pay us or have been inactive etc.
And then there is the email campaign management. Email campaign management, when you go that tab, gives you a dropdown of every single thing. Either draft, that means it's still being worked on or has been sent. So let's say there was something that was sent for QBConnect 2016 followup. 103 entities that we want to send the mailing to. And it was sent out on this certain date, on 12/7. There were five that clicked on it, 36 opened it. That's not a bad rate out of 103. That's a good open rate. Four bounced. Four email addressed were bad.
So here's a great example if we can follow up. First let's say you're excited about the 36 that opened up. You want somebody in marketing to follow up with them. This is how simple this is. You click on this dropdown and say okay I want to zero in on the opened. Opened. The system now is going to report all 36 records that opened up their emails. And what you simply do as a manger is you basically go to this mass update like we did before and you basically select all those records. So we're going to select them all, go to you mass update and you will assign an activity just like we did a few minutes ago to Jessica. You will assign them to a person that's going to follow up with them and say "Call them." Because they have showed interest and they're going to need followup.
Let's say now you're in operations. So you're not as concerned about the open. You're concerned about the four that bounced. This is the four email addresses that were bad. So what do you do here? You're going to actually open each of those contact records, make a phone call, correct the email address and resend the mailing. This is how powerful this is because you're reading data directly from Constant Contact which is a [inaudible 00:34:41] space. It's always in the cloud, always data available. And every team member is empowered to follow up on the records based on the campaign. And this, as you saw, was really in live from the system and updating instantly to whatever was in there. You want to engage the ones that clicked? These are the one to five that clicked. So the system is extremely flexible but more importantly it gives you the intel. Not just the fact that you sent the mailing to those individuals, but what did they do with the mailing when you ... When the mail was sent. That intel and the ability to follow up is nowhere else within ... No one else has that functionality.
If you look on our website under integration you're going to find a video that Constant Contact headquarters ... It's a three minute video they did on the how complete our system and integration is. And we even created a common website. It's called Constant Results, combining the name from both companies under one website.
This is one other thing to know about Constant Contact. If Constant Contact user, I don't think this will work right now because this record's sample data's not there. But you'll notice what you can do right before you call any entity, this is the main feature that nobody else has. You're able to click on a single button. It's going to open up a single screen and it's going to review. It will do a reverse engineered search for you. It will go through every single campaign that you've sent and will find out anywhere where Stephen Anderson was included in that campaign. So if you sent, let's say 20 mailings last year and there's only seven that Stephen Anderson was included in because of what record designation he's in, it's going to list those campaigns up here and for each campaign will let you know what letter he opened or did not. And did he forward or not? Was there an [inaudible 00:36:32] bounce? And then within each campaign, let's say one of them is a newsletter. This will show you what else, which links within that mailing, if he clicked in and how many times did he click on that link. It's that powerful.
And it's all done through a single screen. It's something that would have taken a person hours to research by reviewing every campaign. Piling up what mailing list it was sent in and whether Anderson was included on that mailing or not. You're doing it through a single click from your screen.
I know we're a little bit ... Just a couple of minutes over. So Isabel, any other major questions? Shall we take one more?
Q: Yeah. We have one final question. How does the licensing work?
A: Oh, great. So the Results system has a three user minimum right now. It's all subscription, right? So you basically subscribe to whatever you want. In this case I'm clicking on the about and going up here. And I have a ten user license in effect for this company. This is the edition they're using. Once you're up and running with the Results you're always able to add one license at a time. So the small like a 3 pack or a 5 pack, you're able to adjust effectively whenever you need more licenses. Just order an additional license or two and then add them to the system. And then within the system itself you're able to set up the users and what are they able to do within the system. And you'll decide who's able to use a license or not.
So you might have individual for example, this is all managed by you. So it's total control. Let's say you have a person that's going to be on vacation for 3 weeks. You don't have to let that license just sit there. You're able to take their license, say well Mary's going to be out for a little bit so we remove it from here, uncheck it. Go to another account and have a person that's going to replace her for those few weeks temporarily and assign the license to them as an example. So it's fully managed by you. It's all controlled by you. It's just a matter of how many licenses have you obtained and how much you need in the future. You can just get them one at a time.
I think that's it for this session today.
Yes, that's all the questions.
All right. Great. Thank you so much. I want to thank everyone for being on the call today. Appreciate it. As Isabel mentioned in the beginning this has been recorded and it's going to be available to you. We'll send the link. I believe it's also hosted in our website. On the Abacus website. So looking forward to hear from you. If you have any followup questions please reach out. We're also able to do a one on one demo and a conversation regarding your specific business needs and show you how the different versions of Results are going to work specifically for your company. Thank you again, have a great day
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