Integration with Oracle and Salesforce? Yes Please! Resco’s Mobile CRM Summer Update

This has little to do with Dynamics CRM itself, but it is remarkable for every CRM consultant that Resco Mobile CRM is now also available for Dynamics CRM’s competitors, Oracle (Sales Cloud, part of Oracle CX solutions) and Salesforce. As a consequence all CRM parties will be battling with the same mobile solution (next to any self-developed mobile solution) in the future. Moreover this fits perfectly in Resco’s strategy to become the number one mobile solution for any CRM software, which I already slightly predicted in my previous post “Resco Mobile CRM + CWR Mobility) > Dynamics CRM“. Finally, this opens up an entire new market for consultants to specialise and get certified (coming up!) in Resco Mobile CRM, independently from the backend CRM solution.

Resco Mobile CRM for Oracle CX

So what did the summer update bring to the table next to these integrations?

Platforms

  • Individual permissions requests (Android M) — the app asks individually for permissions to access particular functionality when required, e.g. permission to access camera when scanning a barcode, permission to access contacts stored on the device when importing contact information from user’s phone to CRM
  • Fingerprint login (Android M) — users don’t need to bother with elaborate passwords and can simply log in to Mobile CRM with their fingerprint
  • Voice control (Windows 10) — users can control the application using voice commands to Microsoft’s digital assistant Cortana; for example just by saying “create record” the app will generate a new CRM record
  • Audio recording & playback (Windows 10) — users can record audio files, attach them to records and play them back, all directly within the application; e.g. they don’t need to write down notes during a meeting they can record it instead
  • Make calls from desktop version (Windows 10) — users can make calls directly from the desktop version of the Resco Mobile CRM app utilizing Skype

Route planning, Calendar & Exchange integration

  • Any entity on route plan — users can define any type of default or custom entity as the outcome of route planning
  • Any entity on calendar — calendar can now show not only activities, but any other entities as well; for example users can display a new opportunity in calendar to ensure they won’t miss its due date
  • Flip view to calendar — any view can be flipped to calendar, bringing even more context to the information; furthermore users can now also see the calendar among other entities on their dashboard or as an associated tab
    Resco Mobile CRM: Flip view to calendar
  • Show & Import appointments from Microsoft Exchange — users can access their Exchange appointments in the mobile app with direct integration
  • Send appointment meeting requests — further leveraging the integration with Exchange, users can also create and send appointment meeting requests directly from Resco Mobile CRM, which they and other recipients can see and work with also in Exchange

Documents

  • MS Word & HTML offline reports — Resco Mobile CRM can now generate not just offline reports as PDFs, but in MS Word document and HTML formats as well

User interface

  • Search View — custom views can be defined for searching; e.g. when users type into the search bar while viewing ‘My accounts’, the app will look for the search term in all available accounts or in the subset defined by the search view
  • Redesigned chat — an entirely new approach to Resco chat, with redesigned user interface and simplified adding of attachments, for even smoother communication & collaboration; now supported also with the standalone Resco CRM server
    Resco Mobile CRM: Redesigned chat
  • Configure text edit as DropDown or DropDownList — users can utilize drop down lists for quicker editing of text fields, for example, when filling in the ‘City’ field on an address form the app can offer a list of cities and towns in the area the user is responsible for; when set up as DropDown, users can type in their own text into the field or choose from the listed options and when set up as DropDownList they can only pick from the listed options
  • Multiple views on Order details — to get a clearer breakdown of an order, users can utilize customized views on Order details; for example, they can view only the products from a particular order, which are purchased at full price
  • Use filter/sort on Order details — users can also filter/sort records on order details, e.g. to find out about products that are in stock, so they can inform the clients, which of the ordered will be shipping first
  • Default images — the app will display a default image on a list in case there is no data image is available, e.g. if there’s no specific image for a particular product, the app can display a general icon same for all products
  • Editable images — for simplified visual navigation, users can tap the images on lists to choose from options on picklists, e.g. when classifying an opportunity, a sales rep can click the icon displayed next to its name on a list and change its status to hot, warm, or cold
  • Validate child entities — system admins can set up the app in the Woodford configurator to validate the child entity based on parent entity (for sales order and work order), for example to confirm the discount a customer will be given on his/her order

JavaScript support

  • Run report from JavaScript — the application enables users to run reports even from a completely customized interface created with JavaScript
  • Send e-mails & attachments from JavaScript — the app now also allows users to send e-mail messages with attachments from a custom JavaScript interface
  • Dynamics CRM JavaScript partial compatibility — translate JavaScript written for Dynamics CRM to Resco Mobile CRM more easily

Woodford

  • New Default Project — Woodford contains a handy pre-configured project that showcases the best Resco features, from interactive maps, to adjustable filters and sorting, route planning, phone call and e-mail tracking, multimedia support, barcode & QR code scanning, the app’s full offline mode and more

Synchronization

  • Partial device wins strategy — if the same record has been modified both via the app and on the CRM server since the last synchronization, only the fields modified through the app will be changed on the server
  • Full Device Wins — if the same record has been modified both via the app and on the CRM server since the last synchronization, all the fields of that record will be changed on the server according to the app
  • Synchronization error localization — admins can include customized text in sync error messages, that can guide users to faster solve the problem
  • Background synchronization speedup

Resco CRM server

  • Default field service configuration — the standalone Resco CRM server comes with a new pre-defined configuration for field technicians, complete with service work order and demo data
  • Default sales configuration — the server also contains an updated default sales configuration with sample data illustrating a sales scenario usage
  • Create trial organization from the app — create a free organization for testing purposes on the Resco CRM server directly from the Resco Mobile CRM application

TL;DR

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