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.
However, auditing (or analytics) is not about the lack of trust. Continue reading
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