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.
Wednesday, June 6, 2012
Game's Make CRM Fun and Boost Usage
The intent of the Zurmo CRM application, according to the organization, is both to encourage user adoption and, in its words, to make "a lackluster category of software more appealing to users." Several of the Zurmo developers have backgrounds working with SugarCRM.
Zurmo cofounder and Community Manager Ray Stoeckicht said in a statement that one of the main goals is "making CRM fun," encouraging instead of forcing usage.
"The lack of intrinsic motivation to use CRM systems is a major failure in our industry that we intend to fix," he said.
To do so, gamelike elements are included throughout the app. There are points awarded to CRM users for every action performed, rewarding use of the system and business best practices.
Badges are delivered for accomplishing specific milestones, such as establishing more leads or winning more opportunities, or for system use, such as login frequency.
Points lead to higher levels, which are available both as general levels and as category-specific ones. Categories include New Business Sales, Account Management, Time Management, and Communication. A leaderboard shows top performers.
There's also the gamelike tension of Challenges. Users and managers can challenge each other to accomplish specific tasks, and bonus points are available for challenge completion or when a higher category has been obtained.
In addition to the game elements, the new release includes a new user interface, designed by Theresa Neil, author of the book Designing Web Interfaces. Zurmo cofounder and Lead Architect Jason Green told news media that the intent was to develop an intuitive interface that "reduces clicks and is also beautiful."
Key CRM functionality includes contact management, deal tracking and activity management. The organization says that it doesn't intend to fight and win a features war, but that the goal is "a high-quality sales force automation tool."
On its Web site at zurmo.org, the organization acknowledges that there are already many CRM applications. But, it says, "we still see companies struggling to implement a CRM application."
Zurmo is being built using three development frameworks -- Yii, RedBeanPHP, and jQuery -- and it's available under the GPLv3 open-source license. The intent is to deliver an open-source product with all features at no charge, instead of the "freemium" model of a basic version with additional premium features at various prices.
Zurmo is still determining its business model, which might include fee-based support, customization, and hosting. The organization expects a release candidate to be available by July, and a "general audience" release by September.
Zurmo cofounder and Community Manager Ray Stoeckicht said in a statement that one of the main goals is "making CRM fun," encouraging instead of forcing usage.
"The lack of intrinsic motivation to use CRM systems is a major failure in our industry that we intend to fix," he said.
To do so, gamelike elements are included throughout the app. There are points awarded to CRM users for every action performed, rewarding use of the system and business best practices.
Badges are delivered for accomplishing specific milestones, such as establishing more leads or winning more opportunities, or for system use, such as login frequency.
Points lead to higher levels, which are available both as general levels and as category-specific ones. Categories include New Business Sales, Account Management, Time Management, and Communication. A leaderboard shows top performers.
There's also the gamelike tension of Challenges. Users and managers can challenge each other to accomplish specific tasks, and bonus points are available for challenge completion or when a higher category has been obtained.
In addition to the game elements, the new release includes a new user interface, designed by Theresa Neil, author of the book Designing Web Interfaces. Zurmo cofounder and Lead Architect Jason Green told news media that the intent was to develop an intuitive interface that "reduces clicks and is also beautiful."
Key CRM functionality includes contact management, deal tracking and activity management. The organization says that it doesn't intend to fight and win a features war, but that the goal is "a high-quality sales force automation tool."
On its Web site at zurmo.org, the organization acknowledges that there are already many CRM applications. But, it says, "we still see companies struggling to implement a CRM application."
Zurmo is being built using three development frameworks -- Yii, RedBeanPHP, and jQuery -- and it's available under the GPLv3 open-source license. The intent is to deliver an open-source product with all features at no charge, instead of the "freemium" model of a basic version with additional premium features at various prices.
Zurmo is still determining its business model, which might include fee-based support, customization, and hosting. The organization expects a release candidate to be available by July, and a "general audience" release by September.
New Public Cloud by Oracle
The new Oracle Cloud, presented at the company's headquarters in Redwood Shores, Calif., provides platform-as-a-service access to the company's key products.
Virtual Machines
The new service will feature subscription access to Fusion CRM , the Oracle Social Network, Fusion human capital management, the Oracle Database Service, and the Oracle Java Cloud Service. The Oracle Social Network is a suite of collaboration tools and services that is intended to compete with the variety of cloud-based social business apps being released by competitors, notably Salesforce.
Oracle had previously launched its Public Cloud in October at the Oracle OpenWorld conference as an integrated set of apps and infrastructure, but this announcement raises the bar and offers subscription-based access to the company's suite of products. Ellison said the new cloud provides everything a client would need for platform, application, custom infrastructure or social business.
As Oracle moves to compete with Microsoft, SAP, Salesforce, IBM, Google, Amazon and others, CEO Larry Ellison has said that one of its competitive advantages will be that each enterprise customer will have a virtual machine instead of a multi-tenant architecture , providing more flexibility and security .
He told a technology conference last week that customers of the Oracle Cloud "will be more secure , more in control and have a much more modern version of the cloud."
Ellison's position represents a turnaround for the high-profile executive, who had previously badmouthed cloud-based computing on more than one occasion.
Now, he says he thought it was "ridiculously hyped," and that his problem with it had been the hype, not the promise. Ellison current position is that cloud-based software offers a "charismatic brand for the next version of computing."
Another attraction is that, according to comments made to news media by Oracle Chief Financial Officer Safra Catz, operating margins for the Oracle Cloud could top 50 percent. But, as with Microsoft and others, the risk to Oracle is that it could hurt its regular sales by making its crown jewels available online.
Oracle has been acquiring companies recently that have major online components and has been retooling its software, in order to get ready for this day. Such acquisitions have included human resources software company Taleo, customer service provider RightNow Technologies, social media analytics firm Collective Intellect, social marketing firm Virtue, and data management company Endeca.
Other companies previously acquired by Oracle include Siebel Systems, JD Edwards, Hyperion and PeopleSoft.
Of course, key rival SAP has not been sitting on its hands, having announced its own cloud-based service in May and having also been on a buying spree. Last month it made an offer for cloud-based commerce network provider Ariba, and it recently purchased human resources software provider SuccessFactors.
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