The alpha and omega of using CRM on the go is your data. Access to data whenever and wherever. Therefore, Resco Mobile CRM offers two types of approaches to data that can be used as needed. Continue reading
Make sure your team won’t enter incorrect data into Resco Mobile CRM’s fields. In the Woodford configurator you can set up a form rule that checks the data format and notifies the user if the data doesn’t meet the required conditions.
For example, on the Contact entity we want to prevent users from entering a wrong e-mail address and phone number format into the E-mail and Phone fields.
How to set up the form rule?
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
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
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
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
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.