Resco – Mobility & Productivity Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

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.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

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.

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.

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.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

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

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.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

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.

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.

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.

Tracks issues/help requests reported by customers through the resolution process.

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.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

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.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Ability to input, modify and extract data from the application in bulk through a structured file.

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.

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.

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

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.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

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

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Uses the calendar tool to determine field workers who are free for the job.

Notifies field service workers of their upcoming assignments.

Allows users to see tasks according to permissions and roles.

Allows clients to book jobs through the desktop page or within the app.

Tracks employee location to ensure timeliness.

Enables communication within the app from manager to field service employee.

Monitors behavior in the field.

Notifies clients, should any delays or mishaps occur.

Includes some ability to serve as a sales and ordering application.

Creates reports that reflect field performance either as a team or individually, to review productivity.

Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.

Sends invoices through the software and allows clients to pay on the spot.

Integrates with CRM software to monitor all aspects of the customer relationship.

Provides pre-made templates for wiki pages and knowledge articles.

Allows users to leave feedback within a wiki page or knowledge article.

Allows users to see version history and return to previous versions of wiki pages.

Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio

Provides data on wiki page and knowledge article use.

Allows administrators to provide permissions and gate pieces of content based on role.

Offers additional tools that facilitate knowledge sharing and collaboration.

Offers AI-based search capabilities

Allows users to capture knowledge from the web

Allows knowledge pages to be organized into sections and subsections as needed

Allows users to create forms with branching logic without any code.

Provides a built-in API builder for developers.

Integrates with back office systems, content management systems, and other types of office software.

Provides built-in optical character recognition (OCR) functionality.

Records GPS and time data points in reports.

Allows users to attach barcode and/or signature data within a report.

Provides built-in image and video recording capabilities.

Allows users to access and finalize forms without an internet connect.

Allows users to access built-in work instructions.

Converts data collected from forms into reports in a variety of file types (PDF, Word, etc).

Define and manage roles and access rights for the entire system.

Provides performance analytics dashboards.

Allows users to control of the sizes, shapes, and quantites of sales team areas

Allows users to map your customers to strategically incorporate them into your canvassing and field sales

Automatically assigns reps to new sales opportunities that are within their current territories

Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts

Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day.

Provides users with live directions en route to the final destination

Provides users with engaging sales competitions

Provides field sales statistics for all sales reps

Provides data on the data on the performance and whereabouts of reps in the field

Provides video capabilties that field reps can use during field sales calls

Allows field reps to create digital contracts within the software

Allows users to collect e-signatures within the software

Identify and track material samples for inspection or re-inspection.

Implement action plans which can be prioritized based on severity.

Capture inspection data including photos and video, both online and offline.

Generate inspection reports using the information gathered during the inspection.

Allow users to create ad-hoc or unplanned inspection tasks.

Ability to create configurable forms and checklists to capture inspection information.

Ability to define criteria and workflows to approve or reject inspection tasks.

Organize inspection tasks based on constraints such as inspector availability.

Allow users to create procedures and workflows for multiple types of inspections.

Track the inspection process to ensure it follows procedures and complies with regulations.

Analyze inspection metrics such as cost of quality or Overall Operations Effectiveness (OOE).

Generate nonconformance records and reports for defective products or noncompliance.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Converts images into a textual description, identifying key elements.

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives