Resco – Mobility & Productivity Features
Platform (8)
Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 21 Resco – Mobility & Productivity reviews.
Workflow Capability
Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. This feature was mentioned in 20 Resco – Mobility & Productivity reviews.
User, Role, and Access Management
As reported in 21 Resco – Mobility & Productivity reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 20 Resco – Mobility & Productivity reviews.
Sandbox / Test Environments
Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. 21 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Document & Content Mgmt.
As reported in 18 Resco – Mobility & Productivity reviews. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 20 Resco – Mobility & Productivity reviews.
Output Document Generation
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 21 Resco – Mobility & Productivity reviews.
Sales Force Automation (9)
Contact & Account Management
Based on 20 Resco – Mobility & Productivity reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Partner Relationship Mgmt. (PRM)
Based on 17 Resco – Mobility & Productivity reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information
Opportunity & Pipeline Mgmt.
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. 18 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Task / Activity Management
Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. This feature was mentioned in 19 Resco – Mobility & Productivity reviews.
Territory & Quota Management
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. This feature was mentioned in 18 Resco – Mobility & Productivity reviews.
Desktop Integration
Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. 18 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Product & Price List Management
Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. This feature was mentioned in 18 Resco – Mobility & Productivity reviews.
Quote & Order Management
Based on 17 Resco – Mobility & Productivity reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
Customer Contract Management
Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. 17 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Customer Support (5)
Case Management
Tracks issues/help requests reported by customers through the resolution process. 18 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Customer Support Portal
Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. 18 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Knowledge Base
As reported in 18 Resco – Mobility & Productivity reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.
Call Center Features
Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. This feature was mentioned in 17 Resco – Mobility & Productivity reviews.
Support Analytics
Enables analysis of customer support activities to optimize customer support professionals, processes and tools. This feature was mentioned in 16 Resco – Mobility & Productivity reviews.
Integration (3)
Data Import & Export Tools
Ability to input, modify and extract data from the application in bulk through a structured file. 17 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. 18 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Breadth of Partner Applications
To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. This feature was mentioned in 17 Resco – Mobility & Productivity reviews.
Mobile & Social (3)
Social Collaboration Features
As reported in 17 Resco – Mobility & Productivity reviews. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
Social Network Integration
Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. 17 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices. This feature was mentioned in 18 Resco – Mobility & Productivity reviews.
Reporting & Analytics (3)
Reporting
As reported in 18 Resco – Mobility & Productivity reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Dashboards
Based on 17 Resco – Mobility & Productivity reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Forecasting
As reported in 16 Resco – Mobility & Productivity reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Before the Job (4)
Calendar
Uses the calendar tool to determine field workers who are free for the job. 23 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Dispatch
Notifies field service workers of their upcoming assignments. 21 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Roles
Based on 21 Resco – Mobility & Productivity reviews. Allows users to see tasks according to permissions and roles.
Booking
Allows clients to book jobs through the desktop page or within the app. This feature was mentioned in 23 Resco – Mobility & Productivity reviews.
On the Job (5)
Location
Tracks employee location to ensure timeliness. This feature was mentioned in 20 Resco – Mobility & Productivity reviews.
Employee Communication
Enables communication within the app from manager to field service employee. This feature was mentioned in 21 Resco – Mobility & Productivity reviews.
Behavior Monitoring
Monitors behavior in the field. This feature was mentioned in 20 Resco – Mobility & Productivity reviews.
Client Notifications
Based on 21 Resco – Mobility & Productivity reviews. Notifies clients, should any delays or mishaps occur.
Field Sales
Includes some ability to serve as a sales and ordering application. This feature was mentioned in 19 Resco – Mobility & Productivity reviews.
After the Job (4)
Reports
Creates reports that reflect field performance either as a team or individually, to review productivity. This feature was mentioned in 22 Resco – Mobility & Productivity reviews.
Analytics
Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard. 21 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Invoicing
Sends invoices through the software and allows clients to pay on the spot. 20 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
CRM Integrations
Integrates with CRM software to monitor all aspects of the customer relationship. This feature was mentioned in 19 Resco – Mobility & Productivity reviews.
Knowledge Pages (4)
Templates
Provides pre-made templates for wiki pages and knowledge articles.
In-Content Feedback
Allows users to leave feedback within a wiki page or knowledge article.
Versioning and Version History
Allows users to see version history and return to previous versions of wiki pages.
Content Editor
Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio
Knowledge Dissemination (6)
Page Analytics
Provides data on wiki page and knowledge article use.
Permissions
Allows administrators to provide permissions and gate pieces of content based on role.
Knowledge Sharing
Offers additional tools that facilitate knowledge sharing and collaboration.
Advanced Search
Offers AI-based search capabilities
Browser Extension
Allows users to capture knowledge from the web
Organization
Allows knowledge pages to be organized into sections and subsections as needed
Development Tools (3)
Drag-and-drop Form Builder
Allows users to create forms with branching logic without any code.
API Builder
Provides a built-in API builder for developers.
Integrations
Integrates with back office systems, content management systems, and other types of office software.
Field Tools (6)
OCR
Provides built-in optical character recognition (OCR) functionality.
GPS & Time Stamps
Records GPS and time data points in reports.
Barcode and Signature Capture
Allows users to attach barcode and/or signature data within a report.
Image and Video Capture
Provides built-in image and video recording capabilities.
Offline Capability
Allows users to access and finalize forms without an internet connect.
Embedded Work Instructions
Allows users to access built-in work instructions.
Back Office Tools (3)
Report Formatting
Converts data collected from forms into reports in a variety of file types (PDF, Word, etc).
Roles and Permissions
Define and manage roles and access rights for the entire system.
Analytics Dashboards
Provides performance analytics dashboards.
Territory Mapping (3)
Custom Territory Mapping
Allows users to control of the sizes, shapes, and quantites of sales team areas This feature was mentioned in 13 Resco – Mobility & Productivity reviews.
Strategic Selling
Allows users to map your customers to strategically incorporate them into your canvassing and field sales This feature was mentioned in 12 Resco – Mobility & Productivity reviews.
Automatic Rep Assignment
Based on 12 Resco – Mobility & Productivity reviews. Automatically assigns reps to new sales opportunities that are within their current territories
Route Planning (3)
Lead Priority
Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts 13 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Optimized Sales Routes
Based on 12 Resco – Mobility & Productivity reviews. Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day.
Map Directions
Provides users with live directions en route to the final destination 11 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Sales Performance Management (3)
Gamification
Based on 11 Resco – Mobility & Productivity reviews. Provides users with engaging sales competitions
Performance Dashboards
Provides field sales statistics for all sales reps This feature was mentioned in 12 Resco – Mobility & Productivity reviews.
Sales Rep Tracker
Provides data on the data on the performance and whereabouts of reps in the field This feature was mentioned in 11 Resco – Mobility & Productivity reviews.
Presentation and Forms (3)
Video and Interactive Media
As reported in 11 Resco – Mobility & Productivity reviews. Provides video capabilties that field reps can use during field sales calls
Digital Contracts
Based on 10 Resco – Mobility & Productivity reviews. Allows field reps to create digital contracts within the software
E-signature
Allows users to collect e-signatures within the software 11 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Execution (5)
Sampling
Identify and track material samples for inspection or re-inspection. This feature was mentioned in 13 Resco – Mobility & Productivity reviews.
Corrective Actions
As reported in 13 Resco – Mobility & Productivity reviews. Implement action plans which can be prioritized based on severity.
Data Capture
Capture inspection data including photos and video, both online and offline. This feature was mentioned in 14 Resco – Mobility & Productivity reviews.
Reports
Based on 13 Resco – Mobility & Productivity reviews. Generate inspection reports using the information gathered during the inspection.
Ad-hoc Tasks
Allow users to create ad-hoc or unplanned inspection tasks. 12 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Planning (4)
Checklists
Ability to create configurable forms and checklists to capture inspection information. This feature was mentioned in 12 Resco – Mobility & Productivity reviews.
Approvals
Ability to define criteria and workflows to approve or reject inspection tasks. 11 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Scheduling
Based on 12 Resco – Mobility & Productivity reviews. Organize inspection tasks based on constraints such as inspector availability.
Procedures
As reported in 11 Resco – Mobility & Productivity reviews. Allow users to create procedures and workflows for multiple types of inspections.
Analytics (3)
Monitoring
Based on 11 Resco – Mobility & Productivity reviews. Track the inspection process to ensure it follows procedures and complies with regulations.
KPIs
As reported in 11 Resco – Mobility & Productivity reviews. Analyze inspection metrics such as cost of quality or Overall Operations Effectiveness (OOE).
Nonconformace
Generate nonconformance records and reports for defective products or noncompliance. This feature was mentioned in 11 Resco – Mobility & Productivity reviews.
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt. 16 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
AI Text Summarization
Based on 18 Resco – Mobility & Productivity reviews. Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements. 16 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Agentic AI - Knowledge Base (3)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Field Service Management (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - CRM (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives



