With Mobile CRM, you have the info you need with you at all times. Be prepared for every pitch, every call or unexpected meeting. It’ll have you wondering how you ever worked without it.
Resco Mobile CRM is truly state of the art. But don’t just take our word for it.
Download the app free of charge and see for yourself. Upgrade later once you’re satisfied.
With Mobile CRM, you have the info you need with you at all times. Be prepared for every pitch, for every call or unexpected meeting. You’ll wonder how you ever worked without it.
The out-of-the box app contains a set of most used CRM entities; the professional version of the solution will grant you access to all standard and custom CRM entities and fields.
Just because Internet connection stops working, doesn’t mean you must too. Why depend on internet? Simply continue working in an offline mode as if nothing ever happened.
Work online with real-time data on your server, or offline with locally stored (and encrypted) database.
Create stunning presentations, design your own forms, add your icons or buttons, or access an offline website.
Worried about the security of your data? We got you covered. Mobile Device Management will take control of what’s happening to your data at all times.
You are able to apply enterprise security measures and restrictions, set up user rights, lock the application, or even remotely wipe-out the data from it.
On your way to meeting a prospect? Or got some spare time and want to fill it with, let’s say, catching up with a customer closest to your location? With the help of an interactive map, you’ll always find your way.
You can display accounts, contacts, leads or other records as interactive pins on a map. Customize views, pins, or search options as you wish.
You can use as many smartphones or tablets as you wish to (or more likely - as many as you have). Want to make phone calls from a smartphone, but create orders on your tablet? Go ahead. We won’t stop ya.
You have a highly customized Dynamics CRM server, with your own entities and fields. Great. You can have them in the mobile app as well. Simply add them to the app with Woodford.
Got a built-in camera? Put it to good use. Take pictures of your product displays, or of that diagram your prospect has drawn during the last meeting. After all, why should you carry loads of papers with you?
Want to see if the investment into Mobile CRM for your employees paid off? If you want to, you can analyze how (and if) they use the app.
You can capture the time and GPS location whenever a mobile user synchronizes the application, creates, updates, deletes, or works with any entity.
We have made it easy. Resco Mobile CRM connects to the CRM server directly. You can simply download the app and sync it with your Dynamics CRM. No unnecessary server components also mean no additional costs. And that’s always good.
The communication uses standard Dynamic CRM Web Services provided by Microsoft.
Need to customize the application? That’s what Woodford is for. Need to assign professional licenses to users? That’s what Woodford is for. Want to apply advanced security measures? You guessed correctly – that’s what Woodford is for.
Woodford is the easy-to-use tool that lets you utilize professional licenses of Resco Mobile CRM.
Do you have Dynamics CRM 4.0, 2011, 2013, 2015 or 2016? Online or on-premise? Whichever you have (or will have), Resco Mobile CRM will work just fine.
The local database of the device is safely protected by an Advanced Encryption Standard. What does that mean? Only that your data is safe and sound at all times.
Not only employees can use the Mobile CRM. But also your suppliers, partners, or even customers! If you want them to, of course. All of this is possible thanks to 3 types of authentication – CRM User, Registered User & Anonymous User.
Dashboards give you a quick overview of the most crucial data in one place. You can display them in form of charts or lists, and easily decide what to focus on next.
Get a better overview of your time. The neat calendar will take care of that for you. Easily create appointments, or reschedule the existing ones it the plans change.
You can also import your private calendar from your mobile device into your CRM calendar so that your personal schedule doesn’t interfere with business and vice versa.
A native app gives you a familiar feel, yet the same functionality on all platforms. Doesn’t matter what device you use, you’ll still get the results you are expecting.
Examine your charts in depth. Don’t just look at the summary, go into details.
For example, when you are looking at all orders, go from yearly data to quarterly, quarterly to monthly, and then inspect the amounts by account.
Let Form Rules do the work for you. At least parts of it. They can dynamically modify or validate forms, depending on value or input. Basically, they save you time & ensure the data is correct.
For example - the delivery address can be already pre-filled when you are creating an order for an existing customer; or new fields can appear when you check the ‘yes’ option on one box
Share essential information about opportunities, accounts and other topics with your colleagues.
Have product sheets, contracts, or other documentation with you at all times. You can add PDFs, MS Office documents, pictures, videos and html attachments to your records.
Just repaired damaged equipment? Get the satisfied customer verify it with her signature right on the spot.
Carry them with you. Not literally. Stored in the app. So you can look up their details; like price, size, or installation instructions whenever you need.
Have to browse through loads of products when creating an order? Scan barcodes or QR codes to simply add the products you were looking for into an order.
Use Iframes to access customers’ websites, your intranet, or get scoop on your prospects by quickly looking at their internet presence.
Send/reply/forward emails (you know, the usual) from your Mobile CRM. As one would expect, they can also be tracked on the CRM server.
Call a contact right then & there from the app (provided you have the phone number). Save it afterwards as a CRM activity and you won’t lose track. You can use also Skype, Facetime or other phone replacing clients.
Create different views with custom filters, data sorting, and search options. Everything for your convenience.
Views can be also switched from a list to a map, or into a graph. And back.
Let’s say you want to set a primary contact for one of your Accounts. But you don’t want to search for it by going through all the contacts, just the ones that belong to that specific account. That’s what Filtered Lookups are for.
Yes, we support many-to-many relations. (e.g. the relationship between Orders and Products)
Not digging English? No problemo! Or shall we say: pas de problème, कोई समस्या नहीं, kein Problem, нет проблем, žiadny problém, ei hätää, no hay problema,…
Point being, Resco Mobile CRM speaks your language, whichever that may be. You can choose from 16 default ones, or add a new one in Woodford.
Integrated chat with real-time push notifications lets you follow and participate in discussions about opportunities, cases and other records with your colleagues.
You can also share pictures, documents and links to records in your posts.
Add the Favorites section into your Mobile CRM for easy access to frequently used records.
Every time you pin a record you regularly work with, it will show up in here as a shortcut.
The beautifully designed HTML5 charts support zoom in/out, scrolling and dynamically change based on selected records.
The multiple-series charts display more values at once so you can compare and analyze, for example, estimated and actual revenues.
Add pictures and photos into your Mobile CRM. This means you can see a product’s picture or display a contact’s photo in the app.
Change the graphical appearance of the app – set the color of the foreground and background, change images and icons, etc. The easy-to-use color designer in Woodford lets you design the app with your brand colors or any other color theme you’ll choose.
Show all your records from Dynamics CRM on a map. The geocoding functionality of our customization tool Woodford translates the addresses into GPS positions, which the mobile application needs to properly display records on the map.
Get notified by your mobile device of the upcoming activities and appointments. You can select which events or records should trigger a device alerts at a certain time. So you won’t forget!
Access, update and share Dropbox documents with colleagues directly from your mobile CRM app.
Forget the tedious manual typing of contact information from your phone’s address book to the CRM. Instead copy them with a single tap via the app. And, if the number or the e-mail address of a phone contact and an existing CRM contact match, you can merge the two, so there won’t be any duplicates.
Take customization one step further. Replace the user interface with an HTML page of your own design. Get your CRM app a completely unique look, which captures the essence of your business.
Why worry about coming up with an elaborate password? The best one is your fingerprint -- unique and practically impossible to copy. Use iPhone’s Touch ID to access your CRM even faster.
The days of having to exit the app to read a PDF documents are over. Open the files in-app without having to switch to a dedicated reader.
Don’t just save the environment with electronic business cards. Save your time as well, turning vCards and meCards into CRM leads, accounts or contacts instantly. Simply copy them from your e-mail or scan the QR code, eliminating tedious manual transcription.
Love using the Resco Mobile CRM on your phone or tablet? Extend the experience to your computer utilizing the desktop application. With laptops more mobile than ever and tablets powerful enough to run a full-fledged desktop operating system, you can work in a familiar environment across a vast array of devices.
Gain meaningful insights from your CRM data utilizing the Run report feature. The reports are fetched from Dynamics CRM server and can be viewed in the application as a PDF file.
Access your Exchange inbox within the mobile CRM client. Not only you can receive, view and send messages, but all of them can be automatically tracked in your CRM.
Resco Mobile CRM also lets you handle and track your e-mail communication when using Gmail. There’s no need to leave the app to see what was already said and done.
Optimize the search feature to your preference. Whether you want to search by contact name, company address, or record owner. Resco Mobile CRM lets you search your data by any fields you choose.
Different things are important to different people. If you don’t fancy your lists organized alphabetically, you can sort them by priority. Or any other way you need.
The CRM data is a one of the main assets of any company and all the devices that access it deserve appropriate protection. Resco Mobile CRM supports powerful device management tools — Symantec and MobileIron MDM.
Leave security concerns behind once and for all. With mobile application management you can keep an eye on your data. Set up access rights, lock the application, or even remotely wipe the data in case you misplace your device.
Send two links to a CRM record in a single message. One for a web browser and the other for mobile access. The recipient will be able to access the record in the office or on the go effortlessly.
A picture is worth a thousand words. Then what about audio or video? Enrich your CRM records attaching pictures, audio recordings and videos. Shot and recorded with your device, directly within the mobile CRM client.
Have too many things to put on a single dashboard? You can create more of them. Stay organized even if you need more than fits a single dashboard, calendar, signature tab, etc.
Don’t schedule a meeting when you’re supposed to be at your kid’s school play. Seeing all your appointments and events in a single calendar ensures your professional and personal life will not collide. Display your personal activities alongside your professional endeavors in the Resco Mobile CRM’s calendar. And vice versa.
Can’t see the forest for the trees? Group numerous individual entities into folders to arrange your mobile CRM solution the way it suits you.
Preserve your work even in case you forget to sync the app manually. You can set up automatic synchronization that will run in the background either when you start the app, make a change to the data, after a defined time period or before you switch to the offline mode.
Sometimes nothing’s better than a good old-fashioned face-to-face conversation. With integrated Skype and FaceTime calls, you can sit down for a chat with prospects, customers or partners instantly. Even if you’re thousand miles apart.
Doesn’t matter if your go-to device runs iOS, Android or Windows. Whether you use a smartphone or a tablet. We make sure you’re able to access your CRM across all mobile platforms and their updates.
Business Process Flows, introduced in MS Dynamics CRM 2013 and carried onto later versions, are also available to you in the mobile client. With this feature enabled, the mobile CRM will guide you through the process the same way as your PC would.