Mobile reports in Resco Mobile CRM support also custom fonts (fonts must be TrueType files – .ttf). In case you want to customize the look of your report and prefer a different font than the default one, you can change it in Resco’s Woodford configuration tool. Continue reading
10 best things you can do offline with Salesforce data
Offline matters. Especially nowadays.
Even in Europe, where Internet connectivity is generally perceived as very good, there are areas and countries with poor 3G and 4G support. There are a pocketful of places with poor or no connectivity possible. What about the garages, planes, rural/uninhabited areas, or elevators? Continue reading
Curious to see how Resco Mobile CRM handles documents? Then you’ve come to the right place because we’ll go over everything you can do with documents on the go.
Documents, pictures, voice recordings…
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.
This blog will make sense to you, if you already know the ‘Run Report’ functionality that Microsoft Dynamics CRM offers. (No need to know a lot about it – you’ll get by with just a standard user knowledge).