Bill Malone is a person whose contact record is inactive in the CRM database because he doesn’t represent the partner company anymore. All fields on his contact form are visible but it is not possible to edit them or otherwise use them. However, Bill has recently returned to his position and the sales rep using Resco Mobile CRM would like to activate the contact record again. Continue reading
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
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
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
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.
Lesson 2: Why and how should you use Reports?
You should use reports. Reports turn data into information. Thanks to them, you get the information you need, when you need it.
Account details, Business cards, Deal modifications, Invoices.
Those are the reports you can actually bump into in your Resco CRM system. Now, to avoid any uncertainties in the very beginning, the reports we are concerned with in CRM are usually the ones you generate online in order to simplify your business transactions, keep track of CRM deals, any sales activity or particular partners and customers.
Experts say, one of the reasons the company needs a CRM system is the ability to create custom reports to better track your metrics. Once you create it, you can use it forever and never look back. Reports in CRM enable you to analyze your business data and create insightful and well-structured Invoice or Sales reports. This can mean a lot in the future decision making.