Better safe than sorry: Device Security Management in Resco Mobile CRM

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As smartphones and tablets continue to embed ever-deeper into our lives, the importance of mobile device security keeps growing even faster. From e-mail communication, through personal banking details, to business data that provides the essential competitive advantage – mobile devices today easily contain volumes of sensitive information comparable to any computer. Continue reading

Anatomy of a Mobile Report: How to set it up in Resco Mobile CRM?

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The purpose of Mobile Reports is to present data in a combined and easy to understand way. And when a user executes (or “runs”) a report in the Resco Mobile CRM app, the result is a document in one of the supported formats – PDF, Word, Excel, or even HTML.

However, a mobile report definition file contains data queries, design styles and information about where and how to display certain parts of data. To enable you to deliver tailor-made mobile reports to users on the go, let us take a detailed look at each of these essential processes, elements, and how you can work with them in the Woodford configurator. Continue reading

Quick Tip: How to keep track of record changes made by external users

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We’ve covered the basics of Consumer Apps based on Resco’s Mobile CRM app (useful not only for customers, but for smoother interactions with partners, volunteers, suppliers, fans and other allies as well) in an earlier post.

But how can you keep track of new records and modifications made by external users and ensure these users will access only the information related specifically to them? Continue reading

15 Must-Have Productivity Tools for Salespeople Utilizing Salesforce in the Field

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Mastering the right “on-the-go” sales tool is ultimately the best weapon for making sales reps 10x more productive and sales managers 10x smarter – continue on reading to learn why. If you want to make sure your outside sales hit the ground running, you need more than a marvellous team. You need maximum productivity, and that can only be achieved with the right mixture of must-have apps.

As robust and powerful as Salesforce is, there are some things it can’t do right out-of-the-box. However, to fill this gap, there is – AppExchange, gathering and providing a range of 3rd party apps for Salesforce. Continue reading

Which tablet for business? Apple iPad Pro versus Microsoft Surface Pro 4

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Every now and then we receive a question from our customers and partners about which mobile devices we recommend for business users. And since professional tablets are already being touted even as PC replacements we decided to take a closer look at two main competitors in the enterprise tablet ring – Apple’s iPad Pro and  Microsoft’s Surface Pro 4. Ladies and gentlemen, let’s get ready to rumble! Continue reading

Sales & Business Trends 2017

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“Sales is just a numbers game”. However, there’s no reason you can’t improve conversion rates with just a few simple adjustments to your team’s protocols. Here’s what our team found in conclusion to 2016 and what peers to be on the verge of making it big for B2B for 2017.  Continue reading

Resco Mobile Sales – Integrative Demo with Salesforce [VIDEO]

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While Mobile CRM alone with its core features is a handy tool to boost your business, there is much more to it. What does a sales rep require to be at their absolute most productive? Close sales cycles quicker? Sign deals on the spot? Present multiple documents from one tablet rather than piles of brochures and pamphlets? Or are you meeting all your dedicated clients in the day, with the most optimal routes? If you answered YES to any one of these, and you are looking for the ultimate solution in data collection, analysis, document management, targeting, segmenting, mobility, and security all-in-one. Continue reading