Top 3 features to engage your employees with mobility
Enterprise mobility will be a major topic of the next decade. And we are not just saying that. According to Salesforce State of IT report, mobile technologies are included in top three technologies that will have a transformational impact on business by 2020.
Salesforce is too aware of mobility trends and its potential in enterprise. Inspired and driven by customer success, Salesforce does its bit when it comes to mobile enrichments to its technologies with every release. Even though it’s not a mobile-first company. Continue reading
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
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
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.
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.
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
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