See how your business moves: Mobile Audit Analytics arrive in Summer Release of Mobile CRM

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If you trust your employees you shouldn’t be tracking their activities – that’s a common argument coming up in many meeting rooms when words like “audit” or “analytics” start to get thrown around too often.

However, auditing (or analytics) is not about the lack of trust. Continue reading

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

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

Utilizing form rules to load information from any entity on forms: E.g. save changes only when specific data is associated

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In this example we’ll take a look at a situation when you don’t want the Resco Mobile CRM app to save changes the user makes to a record, unless there is other particular data associated with it.

When can this be useful?

Continue reading

Get complete access to your CRM data on the go with Resco Mobile CRM

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Resco Mobile CRM is a perfect fit for sales reps, service technicians, and other workers, who require constant access to their CRM data. With an easy-to-use configuration tool, it can be modified to meet any organization’s requirements and create a tailor-made user experience. The app integrates directly with Microsoft Dynamics CRM (without any middleware or third-party servers) and combines the CRM features with the capabilities of mobile devices to create a perfect tool for everyday use on the go. Continue reading