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.
GitHub is a well-known collaboration platform focused on code sharing and version control. Thanks to the integration of GitHub into Woodford, you are able to log the history of changes made in your mobile projects. You can also use this feature to revert back to older versions of projects.
Furthermore, multiple users can now cooperate and store their progress in a single repository with no data loss. Continue reading
Resco Inspections is our biggest new product introduced since the original Resco Mobile CRM app. That was exactly a decade ago. During past 10 years, we came to see a large potential of the app’s functionality for field inspectors. Later, potential turned into real-life use cases. Numerous Resco customers, including Bridgestone or Enterprise Inns have utilized a handful of the solution’s features specifically for inspection scenarios. Continue reading
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.
How does reporting work in Resco CRM? Continue reading
Businesses, just like people, are each different and have their specific needs. That’s why we made Resco Mobile CRM customizable to each organizations’ needs. From adding a new entity, through expanding the business logic, to completely altering the application’s user interface. Almost nothing is off limits.
Resco’s professionals conducted three webinars covering various customization possibilities of the application. Below you can find them all together. So take a look and discover how to make the mobile CRM app truly your own, even before opening the user guide. Continue reading