Resco – Mobility & Productivity Features
Platform (8)
Customization
Based on 21 Resco – Mobility & Productivity reviews.
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Workflow Capability
Based on 20 Resco – Mobility & Productivity reviews.
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.
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
Based on 20 Resco – Mobility & Productivity reviews.
Enables users to view and transact business with the same content in multiple languages and currencies.
Sandbox / Test Environments
This feature was mentioned in 21 Resco – Mobility & Productivity reviews.
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.
Document & Content Mgmt.
18 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
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
As reported in 20 Resco – Mobility & Productivity reviews.
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.
Output Document Generation
This feature was mentioned in 21 Resco – Mobility & Productivity reviews.
Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
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)
17 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
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.
This feature was mentioned in 18 Resco – Mobility & Productivity reviews.
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.
Task / Activity Management
19 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Territory & Quota Management
18 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
Desktop Integration
As reported in 18 Resco – Mobility & Productivity reviews.
Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
Product & Price List Management
As reported in 18 Resco – Mobility & Productivity reviews.
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.
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
17 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
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.
Customer Support (5)
Case Management
This feature was mentioned in 18 Resco – Mobility & Productivity reviews.
Tracks issues/help requests reported by customers through the resolution process.
Customer Support Portal
As reported in 18 Resco – Mobility & Productivity reviews.
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.
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
Based on 17 Resco – Mobility & Productivity reviews.
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.
Support Analytics
As reported in 16 Resco – Mobility & Productivity reviews.
Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
Integration (3)
Data Import & Export Tools
As reported in 17 Resco – Mobility & Productivity reviews.
Ability to input, modify and extract data from the application in bulk through a structured file.
Integration APIs
This feature was mentioned in 18 Resco – Mobility & Productivity reviews.
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.
Breadth of Partner Applications
17 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
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.
Mobile & Social (3)
Social Collaboration Features
This feature was mentioned 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
Based on 17 Resco – Mobility & Productivity reviews.
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.
Mobile User Support
Based on 18 Resco – Mobility & Productivity reviews.
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Reporting & Analytics (3)
Reporting
Based on 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
This feature was mentioned in 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
16 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
Before the Job (4)
Calendar
Based on 23 Resco – Mobility & Productivity reviews.
Uses the calendar tool to determine field workers who are free for the job.
Dispatch
This feature was mentioned in 21 Resco – Mobility & Productivity reviews.
Notifies field service workers of their upcoming assignments.
Roles
Based on 21 Resco – Mobility & Productivity reviews.
Allows users to see tasks according to permissions and roles.
Booking
Based on 23 Resco – Mobility & Productivity reviews.
Allows clients to book jobs through the desktop page or within the app.
On the Job (5)
Location
20 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Tracks employee location to ensure timeliness.
Employee Communication
Based on 21 Resco – Mobility & Productivity reviews.
Enables communication within the app from manager to field service employee.
Behavior Monitoring
Based on 20 Resco – Mobility & Productivity reviews.
Monitors behavior in the field.
Client Notifications
As reported in 21 Resco – Mobility & Productivity reviews.
Notifies clients, should any delays or mishaps occur.
Field Sales
As reported in 19 Resco – Mobility & Productivity reviews.
Includes some ability to serve as a sales and ordering application.
After the Job (4)
Reports
22 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Creates reports that reflect field performance either as a team or individually, to review productivity.
Analytics
This feature was mentioned in 21 Resco – Mobility & Productivity reviews.
Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.
Invoicing
As reported in 20 Resco – Mobility & Productivity reviews.
Sends invoices through the software and allows clients to pay on the spot.
CRM Integrations
This feature was mentioned in 19 Resco – Mobility & Productivity reviews.
Integrates with CRM software to monitor all aspects of the customer relationship.
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
13 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Allows users to control of the sizes, shapes, and quantites of sales team areas
Strategic Selling
12 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Allows users to map your customers to strategically incorporate them into your canvassing and field sales
Automatic Rep Assignment
As reported in 12 Resco – Mobility & Productivity reviews.
Automatically assigns reps to new sales opportunities that are within their current territories
Route Planning (3)
Lead Priority
Based on 13 Resco – Mobility & Productivity reviews.
Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts
Optimized Sales Routes
As reported in 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
As reported in 11 Resco – Mobility & Productivity reviews.
Provides users with live directions en route to the final destination
Sales Performance Management (3)
Gamification
As reported in 11 Resco – Mobility & Productivity reviews.
Provides users with engaging sales competitions
Performance Dashboards
12 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Provides field sales statistics for all sales reps
Sales Rep Tracker
11 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Provides data on the data on the performance and whereabouts of reps in the field
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
Based on 11 Resco – Mobility & Productivity reviews.
Allows users to collect e-signatures within the software
Execution (5)
Sampling
13 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Identify and track material samples for inspection or re-inspection.
Corrective Actions
13 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Implement action plans which can be prioritized based on severity.
Data Capture
14 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Capture inspection data including photos and video, both online and offline.
Reports
As reported in 13 Resco – Mobility & Productivity reviews.
Generate inspection reports using the information gathered during the inspection.
Ad-hoc Tasks
This feature was mentioned in 12 Resco – Mobility & Productivity reviews.
Allow users to create ad-hoc or unplanned inspection tasks.
Planning (4)
Checklists
12 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Ability to create configurable forms and checklists to capture inspection information.
Approvals
11 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Ability to define criteria and workflows to approve or reject inspection tasks.
Scheduling
This feature was mentioned in 12 Resco – Mobility & Productivity reviews.
Organize inspection tasks based on constraints such as inspector availability.
Procedures
This feature was mentioned in 11 Resco – Mobility & Productivity reviews.
Allow users to create procedures and workflows for multiple types of inspections.
Analytics (3)
Monitoring
11 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Track the inspection process to ensure it follows procedures and complies with regulations.
KPIs
This feature was mentioned in 11 Resco – Mobility & Productivity reviews.
Analyze inspection metrics such as cost of quality or Overall Operations Effectiveness (OOE).
Nonconformace
This feature was mentioned in 11 Resco – Mobility & Productivity reviews.
Generate nonconformance records and reports for defective products or noncompliance.
Generative AI (3)
AI Text Generation
As reported in 16 Resco – Mobility & Productivity reviews.
Allows users to generate text based on a text prompt.
AI Text Summarization
As reported in 18 Resco – Mobility & Productivity reviews.
Condenses long documents or text into a brief summary.
AI Image-to-Text
16 reviewers of Resco – Mobility & Productivity have provided feedback on this feature.
Converts images into a textual description, identifying key elements.
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



