10 best things you can do offline with Salesforce data
Offline matters. Especially nowadays.
Even in Europe, where Internet connectivity is generally perceived as very good, there are areas and countries with poor 3G and 4G support. There are a pocketful of places with poor or no connectivity possible. What about the garages, planes, rural/uninhabited areas, or elevators?
Offline is now available for Salesforce users in the field, indeed. Including sales professionals and field service technicians. The question is, how much offline do we actually get here? Is access to the last 5 recently viewed objects what a field technician truly need? The same guy whose mission is to complete all the planned tasks, inspections or sales visits needs permanent offline access to all Salesforce data. It doesn’t end here though. A motivated sales and field service rep wishes to fulfil the mission irrespective of internet connectivity. Continuous work is necessary even in areas where such limited offline would not help.
Consider true offline. Follow the leaders.
Resco is among the leaders in providing world-class offline mobile solutions for various back-end solutions, including Salesforce.
You might have noticed that offline capability is currently being added to mobile apps by most CRM vendors such as Salesforce, Microsoft, and others. In our opinion, offline is not a capability, which can be easily added to an online CRM Salesforce app. Offline doesn’t only mean to add a local database support, providing the CRM data when the app is disconnected.
“Offline means that ALL the features and functionalities of the mobile CRM app are available also when the app is disconnected – with no limitations. Thus, the logic of every feature must be developed and implemented to the mobile app independently from the server. Otherwise, a feature will simply not work when the app is disconnected. But a mobile CRM app is usually the main business tool of every mobile sales or service professional. So, if it doesn’t provide 100% of functionality anywhere and anytime, it can cause immediate damages for a company’s business.”
Radomir Vozar, CEO at Resco
The primary focal point of Resco Mobile CRM is its offline for Salesforce capability. It has been implemented since the very beginning of its development. A complete, robust mobile solution, ready to serve its users whenever and wherever they happen to be. A completely different story in comparison to online CRM apps with offline for Salesforce capabilities.
In every release, we launch approximately 40 new features and improvements to our mobile app, including offline features. 18 years of development and hard work brought over 700 mobile features to life! And so, believe me, it was no easy feat, but we did come up with a list of 10 most used & useful features that prove that (in this case) both quantity and quality matter.
How to work with Resco Mobile CRM in an offline mode?
The same as if you’ve never left the room with wi-fi, switched off your mobile internet data or lost connection!
What exactly do we get in Resco with full offline support?
- Business logic (not just data)
Offline-first approach means, you can perform complex business processes and constraints allowing you to not only view – but create or edit business logic of the solution that’s work offline.
System admins can define which maps will be stored in the local memory, so users can use the map view even without wi-fi or cellular connection to the Internet.
- Document management (viewing and editing)
Offline-capable solution knows no limitations. When working with documents (pdf, HTML, MS Office, MS Excel, HTML, SharePoint, Dropbox) offline, you can simply set up the filters that dictate which files should be downloaded to the offline Salesforce database in your phone or tablet.
- Knowledge base articles
You get to not only access, but to play around with the articles about products, parts, and more. Filter articles of any format (pdf, HTML, video, audio, image…), copy them, add to favorites, associate with case or edit its details.
Yes, that’s right! You can generate pdf reports on spot limitlessly. Generate and work with them even further. Want to store a report? Send it or print? It’s all up to you.
- Offline HTML
Who wouldn’t want to create their own business logic to the app for Salesforce? You can expand the app with tailor-made forms to add product presentations or to replace the standard user interface – all with offline HTML. Create stunning presentations, get the scoop on your prospects by quickly looking at their online presence. Iframes allow you to show any HTML content in the application.
- Lead conversion
Did you know you can qualify/disqualify leads or convert them to a closed deal even offline? Yes, automated processes truly simplify the lives of sales guys on-the-go. Finally, you can nurture your leads properly.
Show product presentation or attach pictures to your notes or any Salesforce record at any time! You can upload, edit, and delete multimedia including images, audio & video files (JPEG, PNG, AVI, etc.) and other formats.
Can’t create a quote while disconnected? That’s no longer a challenge. You can freely create a quote with respect to an actual corporate product catalog and its pricing policy.
- Faster performance
App performance is not to be underestimated in the enterprise space. With offline for Salesforce this robust, you don’t ever have to worry about waiting for network transactions to take place. Database reads and writes are stored locally, so the tasks are being completed instantly.
And there is plenty more you can do! Endless offline capabilities include task management, notes and business information editing, offline managements of all objects (standard, custom), product/parts management, offline calendar, favorites, and so much more.
*Note that:In offline mode, the database is stored locally on the device (for offline Salesforce capability and faster performance of Resco Mobile CRM) is encrypted by default. The data encryption is based on an application key. The application key is randomly generated when the database is created and protected by the user’s password. The key is stored in an encrypted form in device’s file system and decrypted when needed.
Curious to see real offline mobile solution for sales and field service scenarios in action? Simply, drop us a line through Resco Support portal, or request a demo at our website.
or read CRM FAQs on our website.