Tracking employee activity can help businesses with process optimization, work efficiency and even compliance. Office workers are usually monitored using attendance systems, freelancers and remote employees utilize time-tracking apps, and mobile staff in the field can be tracked using GPS. But what about employees who work indoors, but not in an office, such as production line workers, warehouse workers or nurses? How can businesses track such employees and what can they achieve by doing so? Continue reading →
Sales and service professionals can spend significant portion of their time outside of the office. This part of the job may be kind of a black box for the management – the employee left, the employee came back, but what exactly happened in between? Has the work been done effectively? Are the tasks planned properly?
If you want more insight into your team’s progress in the field, you may benefit from using Resco Routes.
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.
You probably know the track email ability of Dynamics CRM.
If not, you gotta check it out! It is a true life-saver! Well, business-saver – you can see the exchanged email communication with a customer, so you or your co-workers will always have the details about what was said and done.
While Microsoft’s mobile application for Dynamics CRM does not have the option to track emails, the good news is…
Emails sent from Resco Mobile CRM are automatically tracked
Every time you send an email from the app, the email is automatically linked to the record you have used. Continue reading →
To design a good Mobile CRM app, we need to first understand a typical day of a salesman. What his main tasks and activities throughout the day are.
We have talked to several sales people from various industries. And we talked to our internal sales reps as well. Our findings show what the most common answer amongst sales reps is: Continue reading →