“In the end, CRM is only as good as the data you put into it,” said one of our customers just a few months back. But how do you ensure your sales team, service technicians, or other mobile CRM users will indeed properly fill out the fields, to get relevant insights and be able to initiate the next steps in your customer management process? Especially if these fields are not set as required in your Microsoft Dynamics CRM either? Continue reading →
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 →
Is your company utilizing a Salesforce solution? Then you’re on the right track! Salesforce is the world’s #1 cloud-based CRM software.
However, to transfer your business by all means, you must consider integrating enterprise apps into business processes instantly. Having Salesforce data mobile, lets everyone run an entire business from a phone and/or tablet.
Resco Cloud is the perfect fit for sales reps, service technicians, and other workers, who require constant access to their Salesforce data.Continue reading →
The Dashboard is one of the very first things users lay their eyes on when they open the Resco Mobile CRM app. And system admins usually configure customized Mobile CRM dashboards for various user roles using Woodford.
However, since each and every user is different, we recently also added the possibility to build your own personal dashboards right within the application. Continue reading →
Ever noticed that the behavior of the Save button in Resco Mobile CRM can vary? And did you know, you can choose from multiple Save button actions for the entire app and even individually for each form? Continue reading →
Businesses, just like people, are each different and have their specific needs. That’s why we made Resco Mobile CRM customizable to each organizations’ needs. From adding a new entity, through expanding the business logic, to completely altering the application’s user interface. Almost nothing is off limits.
Resco’s professionals conducted three webinars covering various customization possibilities of the application. Below you can find them all together. So take a look and discover how to make the mobile CRM app truly your own, even before opening the user guide. Continue reading →
A mobile dashboard, just like a dashboard in Dynamics CRM, acts as some sort of a homepage for your CRM – it’s the first thing that pops up when you open the app and its goal is to show you things that matter to you packed neatly into one place.
By default, a Resco Mobile CRM dashboard shows 3 charts: orders, opportunities and cases. Not exactly a perfect fit for everyone. Continue reading →