How to utilize project hierarchy in Woodford: A guide for new & existing Resco Mobile CRM customers

Project Hierarchy in Resco Mobile CRM Woodford

One of the new features introduced in Resco Mobile CRM Autumn update is project hierarchy in Woodford. What does it do?

Project hierarchy comes in handy if you have multiple projects, let’s say for different groups of sales people, and you want to make one change to all of them.

You’re able to create a master project in Woodford, which will affect all child projects–we’re basically talking about project inheriting customizations from another. Continue reading

Step up your inspection game

Paperless Inspections with Resco Mobile CRM

A very common usage scenario for mobile CRM is mobile field inspections.

No wonder. Most inspectors spent the majority of their time out in the field, doing what they are paid to do: inspect things. So a mobile application is an ideal solution for them—it gets rid of papers once and for all. Continue reading

Get your product to the customer faster – with mobile CRM

Shorten your time-to-customer

There’s something extremely satisfying about ordering a product online—you get an email notification instantly after you complete your order, oftentimes with a number, so you can track your package on the way to your doorstep.

But what is it that makes this process so enjoyable? Is it the speed of feedback you get? Or the level of oversight? Or both? Continue reading

How can Mobile CRM help you qualify more leads?

Mobile CRM speeds up Lead qualification

When time is of essence

The odds of contacting and in turn qualifying a lead drastically decrease with time. That’s what an article by Forbes confirms. That is why sales reps should contact their leads as soon as possible, best within 30 minutes of the lead creation. Continue reading

Don’t let your users wonder what to type into a field – Tell ’em

Resco Mobile CRM placeholder text provides clarity

We’ve all been there – filling out a form, trying to figure out what to type into a box, whose label doesn’t tell us much. Government forms, we’re talking to you now.

Don’t let your users wonder—give them a helpful hint.

In Resco Mobile CRM app for MS Dynamics CRM, you can do so by inserting a placeholder text into a field. Continue reading

Let’s talk mobility at the CRMUG Summit 2015 in Reno | Oct 13-16

Resco is joining CRMUG Summit 2015 in Reno, Nevada as a platinum sponsor

We are excited to join CRMUG Summit again, now as a platinum sponsor, in Reno-Tahoe, Nevada.

Ivan Stano, Paul Selinger, Miro Pomsar & Maros Hajtas from Resco will be there to show MS Dynamics CRM users how to mobilize their employees as well as their stakeholders. Continue reading

Make those records stand out! (highlight them using conditional formatting)

Highlight records in Resco Mobile CRM

Remember when you were in school and you used a fluorescent yellow highlighter to pinpoint the things you wanted to remember for the test? When you went through your notes later on, you just skimmed the text and focused only on brightly colored chunks. It was easier to do it this way.

You can apply the same principle to your CRM. Make it easy for users to see what needs their attention. Highlight important records in your Mobile CRM to make them stand out. Continue reading