How to create a copy of your production CRM database for testing Resco Mobile CRM?

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Customers running on-premises installations of Microsoft Dynamics 365/CRM are eligible to have more than one database in their CRM environment. The most common reason for needing another database, is that you want to test changes and customizations in an environment mirroring your production database, but without affecting the live system. For example, to see how your Dynamics CRM will work with your Resco Mobile CRM client. Continue reading

Resolving sync conflicts in Resco Mobile CRM

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When do synchronization conflicts occur?

A synchronization conflict comes into play when a user modifies a record in the Resco Mobile CRM application, but before he synchronizes the change, this record is also altered on the CRM server. In other words – the same record gets updated both in the mobile client and on the server, but neither of these modifications has been yet synchronized between them.

And thus the conflict occurs: Which modification should be applied to the record,both in the app and on the server, after the next synchronization takes place? Continue reading

How to Nail Auditing in Resco CRM – Quick Overview

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“Mobile Audit is a tool that greatly helps managers understand how their field workers use the mobile CRM app. And if the results are bad, they can easily identify a way to make improvements.”

See how Resco’s CEO, Radomir Vozar explains why we all need a mobile audit to increase the productivity of field workers and achieve ROIs significantly earlier in one of his blogs. Continue reading

CRM Server Comparison: Resco vs. MS Dynamics CRM

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Microsoft Dynamics CRM, Salesforce, and Oracle CX.

All the renowned solutions mentioned above have one in common. They offer a standard CRM functionality and have started to focus on mobility & its enhancements a short time ago, by introducing their own mobile CRM apps to the market. Continue reading

How to use Resco CRM, part 3 — get to know the web browser client

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Most recently, we talked about how to apply Resco CRM in your company. We got a glance at its mobile client, but there is so much more to the whole software that makes it valuable.   

Now, it’s the time to get familiar with another part of the solution — the browser client. Continue reading