Mobile report is a feature in the Resco Mobile CRM application that allows you to create documents on the go, using data from your CRM records. Report documents are generated directly in the Mobile CRM application, even in offline mode, so there is no need for any connection to the Internet or CRM server. Continue reading
Electronic signing of documents saves time and costs in formal communication with customers. A good old paper document has to be first printed out, copied, signed and archived – often repeating the entire process multiple times. On the contrary, the electronic signature, when implemented properly, is fast, secure, convenient and generally much more pleasant to deal with.
Now seamlessly integrated within Resco’s mobile crm, powered by trusted platforms of Universign and DocuSign, the electronic signatures are just a few simple steps away from being part of your mobile workforce’s daily routine. This blog will guide you through the process of enabling this functionality and is applicable for both Universign and DocuSign services.
We’ve looked at the basic terminology and the presentation of documents in the app’s user interface in the first part of this series and continued with document filtering, viewing, editing, storage and safety. Last week, we examined the details of how Resco Mobile CRM works with file hosting services (especially SharePoint). And now we’d like to wrap up our technical deep dive into document integration with a couple of final observations and tips for improving the app’s performance. Continue reading
In today’s post, we will examine the details of how Resco Mobile CRM works with file hosting services. Continue reading
10 best things you can do offline with Salesforce data
Offline matters. Especially nowadays.
Even in Europe, where Internet connectivity is generally perceived as very good, there are areas and countries with poor 3G and 4G support. There are a pocketful of places with poor or no connectivity possible. What about the garages, planes, rural/uninhabited areas, or elevators? Continue reading