Quick overview: Mobile reports in Resco Mobile CRM

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Mobile report is a feature in the Resco Mobile CRM application that allows you to create documents on the go, using data from your CRM records. Report documents are generated directly in the Mobile CRM application, even in offline mode, so there is no need for any connection to the Internet or CRM server. Continue reading

Why Gartner positioned Resco in the 2018 Magic Quadrant for Mobile Application Development Platforms?

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You might have heard the news. Resco was recognized in Gartner’s Magic Quadrant for Mobile Application Development Platforms 2018 report.

But wait a minute: Isn‘t Resco a mobile client for Microsoft Dynamics 365 and Salesforce? After all it’s the app called Resco Mobile CRM that most end users download from app stores. However, after almost 10 years of relentless development it has become a lot more than just a mobile app/client. Continue reading

Learn how to attach a signature to the Questionnaire Report (for MS Dynamics and RescoCRM)

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Many clients request their questionnaires to be signed upon completion by creating a separate question with a signature field. So it is understandable that they would like to see the corresponding signatures attached to mobile reports as well.

Given that this process is not as straightforward as it could sound, we have prepared this short guide to show the exact steps on how to achieve it.
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Please sign here: Add legally-binding digital signatures to forms with Universign integration

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Electronic signing of documents saves time and costs in formal communication with customers. A good old paper document has to be first printed out, copied, signed and archived – often repeating the entire process multiple times. On the contrary, the electronic signature, when implemented properly, is fast, secure, convenient and generally much more pleasant to deal with.

Now seamlessly integrated within Resco’s mobile crm, powered by trusted platforms of Universign and DocuSign, the electronic signatures are just a few simple steps away from being part of your mobile workforce’s daily routine. This blog will guide you through the process of enabling this functionality and is applicable for both Universign and DocuSign services.

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Anatomy of a Mobile Report: How to set it up in Resco Mobile CRM?

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The purpose of Mobile Reports is to present data in a combined and easy to understand way. And when a user executes (or “runs”) a report in the Resco Mobile CRM app, the result is a document in one of the supported formats – PDF, Word, Excel, or even HTML.

However, a mobile report definition file contains data queries, design styles and information about where and how to display certain parts of data. To enable you to deliver tailor-made mobile reports to users on the go, let us take a detailed look at each of these essential processes, elements, and how you can work with them in the Woodford configurator. Continue reading

resco.next – the mobile CRM conference in pictures

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A picture is better than a thousand words

Joined us for resco.next in Vienna? Take a look and re-live the best memories of the mobile CRM conference.

And if you’re thinking of attending resco.next in Boston, get a taste of what you can expect this September. Continue reading

Top 10 observations from CRM software users

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I bet you all look up to some people.

They pump you up for the daily inspiration and motivation. I guess, then we have one thing in common. At Resco.net, we live by the words of those that see Customer Relationship Management as one of the driving motors for businesses. Continue reading