Whether it’s staff surveying customers in-store, technicians going through checks of complex machinery, or insurance agents assessing the damage after a hurricane – inspections come into play in countless scenarios.
However, there’s lot more to it than just someone with a notepad filling out checkboxes. To set up a successful inspection process you first need to create relevant questionnaires. Once those are ready, supervisors need to assign them to available staff, including all related information (date, time, location, etc.). The team in the field then needs a reliable tool to receive the information, complete the questionnaires, and send back the results. Which all have to be evaluated afterwards. Continue reading
Last month at resco.next in Amsterdam we started a new era for Resco. Before the conference we were known to our partners and customers as a provider of Mobile Sales and Field Service solutions with native integration with leading CRM backends such as Microsoft Dynamics. This situation is going to change significantly and we are sure that it will positively influence our whole ecosystem. Continue reading
If you use CamCard to scan business cards into Resco Mobile CRM on iOS devices (iPhones and iPads), make sure you don’t forget about the upcoming changes: iOS 11 (available from September 19) will not support the earlier CamCard versions and due to the new policy of Apple App Store, the free and paid version of CamCard had to be merged into one. Therefore, the company has released a new CC app.
This new version of CamCard will be compatible with the Autumn Release of Resco Mobile CRM (version 10.2) – which will arrive shortly after iOS 11. To ensure smooth running, back up cards and transfer them and the paid features to the new CC app, users need to follow the steps below – as advised directly by CamCard: Continue reading
If you trust your employees you shouldn’t be tracking their activities – that’s a common argument coming up in many meeting rooms when words like “audit” or “analytics” start to get thrown around too often.
However, auditing (or analytics) is not about the lack of trust. Continue reading
From enlisting information about the latest update to Microsoft Dynamics CRM Online 2016 to their Microsoft Social Engagement 2016 update, it’s no wonder MS Dynamics CRM is heading up in the ranks of the most role-based, contextual solution providing superior business user productivity. Continue reading
The end of 2013 is slowly but surely approaching. It’s the perfect time to look back at what has changed over the past year.
This first part of Resco MobileCRM 2013 Retrospective focuses on new features that made their way into the solution. I think you would agree, when I say that the sheer number of them Continue reading
As usual, we are bringing you couple of new, chic features. Find the one (or more) you can put to good use.
Grouping of objects
What is it? Entities in Home Form can be grouped into different folders.
You can, for example, create a folder for records and views you use most often; managers can create separate folders for different types of employees, and so on. Continue reading