Documents in Resco Mobile CRM (SharePoint, DropBox, Google Drive, OneDrive) – a technical deep dive – Part 2

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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

Documents in Resco Mobile CRM (SharePoint, DropBox, Google Drive & OneDrive) – a technical deep dive – Part 1

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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

How to use Resco CRM, part 4 — Email + CRM

10 benefits of Email blended in your CRM (Infographic)

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One database is easier to manage than two or more systems.

Thinking about applying Resco CRM in your company? Sure, switching from one tool to another can be tricky. So how to get the benefits of CRM while using the tools you know and prefer? The answer is simple – Integration. One of such tools that can be easily integrated into your CRM system is most certainly email. Mainly because, the vast majority of your customer conversations happen via email.

How is your Email integrated to Resco CRM efficient and effective? Continue reading

How to use Resco CRM alongside Microsoft Dynamics CRM, part 2

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The biggest benefit for a user of Resco Mobile CRM is the direct integration with Microsoft Dynamics CRM.

A while back we talked about how Resco CRM provides more options to get the best out of its integration with Microsoft Dynamics CRM. Today, we will go through two possible use cases on how to deploy CRM systems within your company (and save on costs while doing so).
Continue reading

E-mail + CRM = Resco CRM

Writing e-mails

Writing and receiving emails is one of the most common business activities we all do every day. It’s even more evident for CRM users, such as sales reps whose main job is to communicate. It would be great if such users had one tool that would allow them to work with CRM data and at the same time it would provide a fully functional email client. Continue reading