Resco Cloud—CRM Solutions Meet Sales & Field …...sales/field service teams (mobility). The Resco...
Transcript of Resco Cloud—CRM Solutions Meet Sales & Field …...sales/field service teams (mobility). The Resco...
Resco Cloud—CRM Solutions
Meet Sales & Field Service Automation with True Offline
Resco Cloud, which encompasses not only the technological aspect but also the
processes of running your business is suitable for both back-office (desktop) & mobile
sales/field service teams (mobility).
The Resco Mobile app allows users to work with their CRM data every step of the way in
the field remotely, regardless the Internet connection.
It’s the ultimate solution for sales & field service data collection, document management,
customer targeting, route planning, mobile auditing/analytics, security & more…
SECURE OFFLINE FEATURES
Sales Force Automation (Mobile Sales)
Field Service Automation (Field Service)
Choose from a variety of features built in to Resco’s app to simplify your Sales & Field Service workflows
Which offline-ready processes are included within Resco Mobile?
Activity Management
• coordinate all company activities • real-time • one mobile app is all you need
Office 365 (Exchange), Gmail Integrations
• all emails in your mobile CRM database instantly
• track emails → create CRM data → attach media → call/send meeting invitations
Dashboards, Calendars, Maps
• build personal dashboards• manage the calendars & maps • customize the calendar to fit your needs
Account & Contact Management
• track, share & manage customer data anywhere, anytime
Custom Entities & Customizations
• use Resco’s Woodford—a simple configurator• enable custom entities and fields on your
phone/tablet
Documents & Reports
• download the documents to the offline database
• increase sales/field service performance while working with customers
Integrations (Salesforce, Microsoft Dynamics CRM/365, Oracle)
• blend Salesforce, Microsoft Dynamics CRM/365 and Oracle data with the Resco Mobile App
Enjoy infinite Offline with NO Limits!
Manage leads
Create an opportunity
Create new quotes
Create and sign order
Generate a PDF report
Manage cases
Create a customer submission
Create an incident
Create a work order
Create a quote
Dispatching
Create an invoice