In Part 1 we’ve established the basic terminology when discussing the use of documents in Resco Mobile CRM and described how they’re presented in the apps user interface. In this post we’ll take a closer look at document filtering, viewing, editing, storage and safety. Continue reading
In case you did not work with Mobile CRM documents yet, we suggest to start with an earlier blog that provides a high-level overview of how to utilize documents in the Resco Mobile CRM app. It was also the most read Resco blog post of 2016.
In this blog series, we will focus on how the app works with documents from a technical point of view. Continue reading
Mastering the right “on-the-go” sales tool is ultimately the best weapon for making sales reps 10x more productive and sales managers 10x smarter – continue on reading to learn why. If you want to make sure your outside sales hit the ground running, you need more than a marvellous team. You need maximum productivity, and that can only be achieved with the right mixture of must-have apps.
As robust and powerful as Salesforce is, there are some things it can’t do right out-of-the-box. However, to fill this gap, there is – AppExchange, gathering and providing a range of 3rd party apps for Salesforce. Continue reading
Curious to see how Resco Mobile CRM handles documents? Then you’ve come to the right place because we’ll go over everything you can do with documents on the go.
Documents, pictures, voice recordings…
If you’re using Dropbox file hosting service for storing docs, photos, videos and other files, you can associate them with your CRM records and access them offline directly in the Resco Mobile CRM app.