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