How to set up and utilize Global Search in Resco Mobile CRM

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The Winter release of Resco’s mobile client (version 10.3+) brought a few new features together with the possibility to perform global searching. Continue reading

Access the Resco mobile client effortlessly with your fingerprint

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To avoid typing in the password every time you launch the app, you can use fingerprint scanning to access your Resco Mobile CRM fast and securely. But do you know how to set it up on your iOS or Android device? Continue reading

Quick Tip: How to keep track of record changes made by external users

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We’ve covered the basics of Consumer Apps based on Resco’s Mobile CRM app (useful not only for customers, but for smoother interactions with partners, volunteers, suppliers, fans and other allies as well) in an earlier post.

But how can you keep track of new records and modifications made by external users and ensure these users will access only the information related specifically to them? Continue reading

How to utilize language localization in Resco Mobile CRM

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Resco Mobile CRM speaks your language – you can choose from 16 default languages  in the application’s Setup section and even add new ones via the Woodford configurator. But localization can be used not only to completely translate Mobile CRM texts to another language, but also to modify existing items – so that users are instantly familiar and comfortable with the app. Because, just as people, different organizations use different vocabulary, and the same thing can have various names across multiple businesses. Continue reading

Diary of a sales rep: 5 complaints about CRM systems (and how you can solve them)

Diary of a sales rep - 5 issues with CRM system and how to solve them

What is the main goal of a sales rep? To close as many deals as possible, obviously. However, when asked, sales representatives often state that CRM systems are more of an obstacle, instead of making their lives easier and their goals faster to accomplish.

So without further ado, have you ever heard a sales rep mention some of the following? Continue reading

Resco Mobile Apps – how to set up a mobile application for external non-CRM users

Why not to take advantage of your Dynamics CRM and Resco’s 16-year experience with mobility to create a unique app for your customers, partners, suppliers, fans, volunteers?

Resco Mobile Apps allow you to handpick the information you want to share from Dynamics CRM and transform the standard Resco Mobile CRM into a custom application for external non-CRM users. Whether you just want to spread the word about your business or give your allies a powerful tool, that will allow for even smoother collaboration.

To get you started, let’s go through the initial setup of the two types of external mobile projects available with Resco Mobile Apps. Continue reading