Amazing Things You Can Do With Salesforce On Your Phone and Tablet

88 Amazing things you can do with Salesforce on your phone and tablet // 1
duction
Mobility is absolutely key for keeping the

costs of field service Either way, hopefully, while
browsing through this book, you’ll stop and say: “Wow, I
didn’t know we can to that! How cool is that?” And
that’s exactly what we wanted to accomplish.
minds might immediately translate the title to “pass field

parameters in an URL”. If you find yourself wanting to
implement a certain aspect and not knowing how
because of lack of technical description in this book, just
reach out to our
Ever Asked Yourself?
1. What are the benefits of mobility for Field Service
Agents & Sales Reps?
2. Does it pay off to invest in cutting edge mobile
technology beyond the generic support offered by
Salesforce?
3. How can we use an app in our company, in our
business field, within our scenario?
4. How can we improve & simplify our current
enterprise mobile strategy?
5. What is there to know that we do not know yet?
#1
Transform your Salesforce data into
actionable insights at your
fingertips
 stay productive whenever and wherever you
happen to be – Offline, with no reception or
access to WiFi is no issue
 be ready for every sales pitch, every call or even an
unexpected meeting with Salesforce always in your
pocket
#2
Change the way you work. For
good.
 ditch the computer & meet customers where they
really are
 work with your data wherever the road takes you
 reduce your prep time for meetings
 have a perfect overview of the client’s details & the
communication history
#3
Boost productivity with less effort
 get your job done in a fraction of the time & focus
on the important things
 use the spare time to enter data or send a follow-
up while traveling and waiting for on-site meetings
 increase productivity & facilitate faster and more
informed decision-making
Hear what Resco customers say

Some of our Resco Mobile Solutions customers told us that
each sales and service rep in the field now saves around
an hour or more a day. That hour better dedicated to a
customer, now.
#4
Work smart, work offline
 have uninterrupted access, to complete CRM data,
even when in underground parking lots, rural areas,
and more
 work with the data stored on your device
(tablet/phone), view,
edit and manage the data, so functions such as
‘qualify a lead’
or ‘create an order’ is not lost to you
Online access is not as great as it

pretends to be
Whenever you work online, you are connected to a
remote database hence, all data operations are slower,
costlier and under risk of losing data continuity. Online
working leads to increased Internet traffic, unreliable
responsivity of the application and shorter battery life.
#5
Stay at the top of the food chain –
ahead of your competitors
 have faster and better service than your
competition (just like your customers expect) with
market renowned, robust technology
 always follow the newest market trends and keep
up with them
From pen & paper, rolodex to desktop

and mobile CRM
At first, firms used to track sales & services with pen and
paper. Later on, the Rolodex, a desk accessory with a
unique ability to spin through index cards came into
picture. CRM on desktop computers had its big boom in
recent years. That was until tablets, phones and wearables
took over the spotlight.
#6
Tablet or Phone? Why not both?
 use as many smartphones and tablets as you wish
(make phone calls from a smartphone, and create
orders on your tablet)
Aren’t tablets and phones just

expensive toys?
It is easy to assume that employees that receive phones
and tablets will use them mainly for non-productive
activities such as gaming and social media. However,
employees prove repeatedly this assumption is just plain
wrong. People value the investment in them, and they find
mobile solutions useful.
#7
Choose whichever tablet or
smartphone you like
 feel free to take your pick, because your app will
work on all devices, with the platform independent
mobile solution for Salesforce
 work with the app running on iOS (iPhone & iPads),
Android and Windows-powered devices
#8
Leave your worries behind, your
Salesforce data is safe
 have your information safe & secure
 get a fully secure database with the highest
encryption standard
 cherry-pick objects and individual fields that get
copied to offline storage and the ones that are
available online only
 use the option to lock the application or wipeout
data remotely
Sales
#9
Increase Sales
 increase efficiency of sales people by drastically
reducing administrative tasks and producing value
at the time, which would have been normally
unused, such as traveling or waiting for
appointments
According to Nucleus Research, adding social and mobile

access capabilities to CRM solutions increases productivity
of sales reps by 26.4%. According to some responses we
got from our customers, each of their sales reps saves at
least an hour to three daily–that is a minimum
efficiency increase of 14.28%.
#10
Improve customer relationship
management
 build relationships with customers – that is and
should always be the goal
 have all obtainable information about your
customers in one place, and analyze their habits,
purchases, and preferences.
 boost relationships that will lead your business to a
noticeable increase in ROI
 get uninterrupted access to valuable information
about your customers with mobile CRM
#11
Increase customer retention
 maintain loyal customers – they are more profitable
than new ones
 provide your customers with the highest possible
level of service
Mobility can help you improve customer

retention with consistent follow-ups
 see which customers are in your area, so you can
pay them a quick visit
 check the status of raised cases before a meeting to
show you’re keeping an eye on the progress, and
more…
#12
Sell in the now
 show 360° overview of products in stock, orders to
be signed, product documentation that explains the
ins and outs to your customer within the
phone/tablet
 display the price of the products and check its
availability
#13
Take notes after the meeting
 mobilize your Salesforce and take notes
immediately as you walk out of the meeting, even
when you have very little time
Never forget how a meeting went.

When you take notes right after or during meetings via your
mobile CRM app, you are less likely to forget something
important mentioned do not need to think about typing in
meeting notes into the system at the end of the week when half
of your memories get already fuzzy.
Ever. Again.
#14
Quickly interact with clients
 respond to queries as quickly as possible to
maintain good relationships with clients
 recieve an echo from Salesforce on your phone or
tablet at the precise moment the customer tries to
reach you (whether, it’s in form of an email, phone,
lead, or other means)
 set up notifications, track phone calls and email
communication and stay in touch with your
colleagues via chat and you’ll never miss important
updates
 get an immediate access to the insights from your
Salesforce, so you can get the information you need
as you go
#15
Improve lead management
 mobile apps can alert sales reps of new incoming
leads, so they can get to them while they’re hot
 thanks to the alerts, you will always be able to
contact leads as soon as possible (statistics say, it’s
best to get in touch with them within 30 minutes of
the lead creation)
#16
Know how to get to the client
 plan a whole day of customer visits on the map that
shows you where to go and how to get there
 display your directions to Accounts, Contacts, Leads
or other chosen locations
 plan multiple appointments with handy route
planning
#17
Sell with stunning presentations &
interactive demos
 leave the stack of brochures your clients will never
go through, behind, and charm them with stunning
product presentations you can swipe through and
zoom into
 include animations and short video presentations,
all within the app
Improving processes
#18
Improve data quality
 help your company to leave all the struggling
behind and keep the data up-to-date for good
According to the survey conducted by

Software Advice, Mobile CRM greatly
improves the quality of data
53% of the salespeople say that thanks to the access
to their CRM system on their tablet or smartphone,
they noticed a great improvement of the quality of CRM
data and another 29% says it moderately improved the
quality of their data.
#19
Increase user adoption
 avoid a low user adoption with a system that is
simple to use, offering the added value and is easy
to get familiar with
 give people first-class mobile access to your
Salesforce data, they are already used to having
smartphones and tablets anyways
#20
Let the app do the work for you
 with an intelligent set of rules, you can automate
tasks that take up your time (for example, the
delivery address can be already pre-filled when you
create an order for an existing customer)
 let the app take up the mundane tasks that can be
automated with rules
#21
Scan barcodes to get more info
about the product
 you don’t need to carry with you the supportive
material to help your sale, or search for it manually
in a large database of online documents
 simply scan the barcode on the packaging and have
the right information available in the blink of an eye
 scan barcodes or QR codes to simply add the
products to the order to speed up the process
#22
Run reports as you go
 gain meaningful insights from your Salesforce data
utilizing the Run Offline Report feature for
individual records
 mobile CRM fetches the reports from your
Salesforce and displays it in the application as a PDF
file
 select a different report from the list of available
reports
#23
Manage activities of your
employees
 if you happen to be a manager who is often out of
the office, you’ve got even more work cut out for
you
 with Salesforce in the palm of your hand, you can
assign activities to your employees, oversee day-to-
day processes and quickly react to all situations
Engagement
#24
Create a mobile app to customers
 create an application connected to the outside
world, not just your employees, get the public
involved
 benefit from the option to create a mobile
application for your customers, agents, business
partners, and volunteers
#25
Strengthen engagement with your
customers
 interact with your audience via a public wall or a
private chat
 showcase your products or respond to any issues
immediately
 by utilizing push notifications, you can let users
know there is something new worth checking out
#26
Build brand awareness
 design the app the best you can - from icon to a
user interface, a well-designed app that
packs the features your clients love, boosts your
business’ recognition
#27
Let your true colors shine through
 change the graphical appearance of your app as
you please
 create an app that reflects your brand identity or
personal color preference
Why would you want to brand your app?

The app can mirror your corporate branding, your identity
to ensure consistency. It can also help user adoption by
providing them with something that looks great and feels
familiar.
Accuracy
#28
Preserve your data as you go or
during data transfer
 take your mind off the manual data synchronization
between the mobile application and Salesforce,
turn on the automatic synchronization running in
the background
 get the best out of the automatic synchronization
in Resco’s mobile solution right after you start the
app, when you change the data, or after a defined
period of time—let’s say every 10 minutes
 don’t worry about losing data during the process
of synchronizing, the app will not close an
opportunity, quote, sales order
or invoice if details were not synced successfully
#29
Run JavaScript in the mobile app
 enhance your mobile app utilizing JavaScript
 use it to set up forms that dynamically react to user
actions, validate input, and even do advanced
calculations
 run your code in the mobile app whether you’re
online of offline
#30
Simplify your search with filtered
lists
 take note of which products each customer is
interested in as they update their opportunities
 create a list that progressively changes based on a
specific value
 you can ask the user to first select a category of
products and then the product itself
#31
Avoid duplicates
 don’t let your data be all over the place, duplicating
itself and causing headaches
 use the duplicate detection to discover duplicate
records, such as Accounts using the same name or
Contacts using the same e-mail address
Insight
#32
Get a quick overview of crucial data
in one place
 utilize the mobile dashboard, just like the one you
use in Salesforce on your desktop – sort of a
homepage for your organization
 select what you see on your dashboard - by default,
a Resco’s dashboard shows 3 charts: orders,
opportunities and cases
 or tailor it exactly to your needs, do so very easily
with just a few picks of the things you want to see
first
#33
Compare & analyze
 display more values at once so you can compare
and analyze (for instance, the estimated and actual
revenues) thanks to the multiple-series charts
 see how much the opportunities really brought in
and if your estimates match the results
#34
Find out where the drivers are
 get to know Salesforce as a real-time GPS fleet
tracker (not only for transport companies, but also
for all kinds of service provides like plumbing,
appliance repairs, security services, and more)
 be able to see the movement of your fleet, so you
can have an oversight as to where your drivers are
at any given moment and can give an accurate
estimate of the delivery time to the customer
 combine it with the option to navigate to the
assigned destination and having information on
what to do and what to get approved once
on the spot
#35
Stay organized with folders
 group numerous individual entities into folders to
arrange your mobile solution for Salesforce the way
it suits you
 cluster entities into different folders and create a
folder for records and views you use most often
#36
Track all email communication with
the client
 you can see the exchanged email communication
with a customer, so you or your colleagues will
always have details about what was said and done
 note: that even those emails sent and received on
your phone or tablet will find their way into the
database
#37
Put a face to the name
 Add images into your app to see a product’s picture
or a contact’s photo
 you can add pictures to a list of products, so you
can browse and navigate through it faster
 simply put a face to the name that will trigger your
memory - helpful for the occasion when you are
meeting the person face-to-face
#38
Find people on LinkedIn,
automatically
 instead of painstakingly searching for people you
know by typing their name in the search bar, let
your mobile solution for Salesforce find people for
you automatically
 based on fields from your Salesforce CRM, your
contacts or leads can be found on LinkedIn, the ever
growing network of professionals you’re a part of
#39
Get a better overview of your time
 easily create appointments or reschedule the
existing ones if plans change
 the neat calendar will help you organize your
schedule and stay on course at all times
 you don’t need to switch between the calendar and
the app to plan your day - you can directly go into
any activity to see the details about it
 attach documents – a contract you want to talk
about for instance
 open up the appointment and make a quick call to
confirm the meeting
#40
Customize the calendar to fit your
needs
 set up a reasonable timeframe for your workday,
such as, 8am-6pm. Or get rid of Saturdays and
Sundays and turn off the monthly view if you don’t
use it
 assign different colors to specific activities
 display your meetings in green, phone calls in
yellow, and tasks in blue
#41
Get a 360° view of a customer on
one screen
 provide a perfect overview of a record on one
screen by clicking on a customer (or any other
record) and you can see immediately the details as
well as associated records, without needing to go
anywhere else
 see if there are any outstanding service cases before
you go and propose an additional product or
quickly perform common actions–edit data or
create a new opportunity or order
#42
Checklists, surveys, questionnaires,
polls… to go
 easily collect information from people, whether you
need to do market research or a quality check, you
can do it in the mobile application - no papers
necessary, just quick and easy gathering of data
 do it all offline, and you will see, there are no
delays in loading of new questions or troubles
when you try to save the completed surveys
Collaboration
#43
Chat with your colleagues
 discuss opportunities and cases with your
colleagues, without repeatedly calling each other or
exchanging loads of e-mails
 follow and participate in discussions about any type
of record you choose, you can also share pictures,
documents and links to records in your posts
 get real-time push notifications, so even when
you’re not working with the app, you still get
notified about new comments and questions
#44
Email link to a contact
 e-mail a link to a CRM contact directly from the app
if you ever need a second pair of eyes
 ask your manager for input or inquire more details
from a colleague
#45
Eliminate the need for a PC
altogether
 if the core of your job is to be outside, checking on
things and reporting to the back-office, then you
definitely need to be mobile
 create tasks comfortably on a tablet/phone
 eliminate the costs associated with a PC by giving
your employees mobile access only
#46
Support BYOD
 give Salesforce access to employees even from a
personal phone or tablet (you can keep the
privileges to approve them first)
 have the option to remotely lock the application
and wipe out all data from it via MDM
 block specific processes, data, options are endless
 any confidential data, any data at all, will no longer
be made available or have ease of access, should an
employee leave
#47
Analyze the app usage to evaluate
your investment
 see if the investment into mobility for Salesforce
and your employees pays off - analyze how (and if)
they use the app
 capture the time and GPS location whenever a
mobile user synchronizes the application, creates,
updates, deletes, or works with any record
 track the application’s state events: that is whether
the application is running, paused (put to
background), resumed (put back to foreground) or
terminated
#48
Customize the app only once
 customize the app once and all changes will be
reflected instantly on all types of mobile devices
 this multiplatform approach allows you to cut down
on the development time & cost, while having the
freedom to choose multiple types of mobile devices
at once
#49
Create your app without any code
 modify the app in a few moments without ever
needing to touch a piece of code with the just-
clicks-no-code approach
 add custom entities and fields, design views, and
forms
 configure the dashboard, create alternate versions
for different users and much more with just a few
drags & drops
#50
Make changes as you go
 do changes to the setup of the application without
needing to complete a new code and deploy the
app to the stores
 use Resco’s free configuration tool called
Woodford, where every change of the application
can be done and seen in real-time
#51
Utilize flexible license assignment
 have the option to assign and re-assign user
licenses as you please
 you don’t need to contact any support team in
order to re-assign a license or painstakingly un-
install software from one device in order to use the
license on another, just a few clicks in the
administration console on your PC will do
Efficiency
#52
Place & log in your phone calls
 call a contact right then & there from the app
(provided you have the phone number) and save it
afterwards and you won’t lose track (you can also
use Skype or Facetime to make calls)
 once you finish the call, you’ll see a new activity in
your app that has already mapped the call to the
person you were talking to — all you need to do is
type in a short note (if you want to) and hit save
#53
Interactive map at your command
 look for an address, restaurant, hotel, or other point
of interest directly within the Resco mobile client
(without switching to Google or Bing maps)
 enjoy an interactive map as an alternative view of
accounts, contacts, leads, and any other records
 feel free to zoom in, zoom out, filter, and search
within the map
 if you find that the record (account, contact,…) is not
where it should be, tap the “update GPS” or “update
address” button once you are at the venue and it
will store the correct location for future use
#54
Display & plan your activities for the
day on a map
 display records on a map based on the position of
their parent location
 do the planning with the use of the map for your
daily activities
 add scheduled activities on the map and get an
estimated arrival time for each appointment
#55
Get single click access to your
activities
 the calendar and a map give you a single click
access to the details about each activity
 forget switching between multiple tools to find out
when & where your next meeting takes place and
what are you going to discuss
#56
Schedule your days and weeks
 encompass all of your appointments, tasks and
other activities, so you’ll be able to organize your
schedule to get the most out of your working hours
every day
 drag and drop an appointment to re-schedule it,
and use multiple calendars
 feel free to get rid of certain days and hours
#57
Make those records stand out
 highlight important records in your mobile app to
make them stand out, and make it easy for users to
see what needs their attention
 set up a set of rules that will define how records on
a list are formatted (just like you do in MS Excel)
The lists of records in CRM go on and on. Sure, you can

search through them, filter them, sort them, but nothing
gets quite the attention as if you highlighted them with
colors.
#58
Shorten your product delivery cycle
 shorten the lifecycles of orders and get the product
to customers faster than ever with an instant
gathering of orders from field workers
 contribute to better accuracy and improve cash flow
by simple order creation within the app
#59
Fuse emails, mobility & Salesforce
 attach a picture to an email, video, quote, invoice,
call/meeting invitations, all directly in the Resco
Mobile App
 be able to store the information for future use
 mobility allows you do everything you would
normally do: read, create a new one, reply, forward,
and work with attachments…all without leaving the
app
 synchronize your Exchange contacts and selected
folders (if you don’t need your entire inbox) with the
app
 pick whether you will be using Exchange and Gmail
when sending e-mails from the app
#60
Store only what you need
 keep the data stored in the local database of your
phone and tablet thanks to offline capability of the
application - the data loading is fast and presents
no problem in case the Internet connection is lost
 set up the synchronization filters to define which
data to keep, for example, you might need only
opportunities that were created within the last 120
days or leads that are yours or unassigned, so set
up filters that will dictate what data makes it into
the limited storage space of your device
Multimedia
#61
View, add, edit & email
attachments
 have product sheets, contracts or other
documentation with you at all times
 add PDFs, MS Office files, pictures, videos, and html
attachments to your records
 insert attachments from one note to another or
even attach files from an external application, such
as your email client
#62
Searching done easy
 search for records within the application by using
the search bar at the top of each view
 the app lets you optimize searches to your
preference as you can choose to use any fields to
find what you’re looking for (contact name,
company address or record owner)
 you can search for records not only via text fields
(e.g. contact name & email), but also by using a
status field or a pick list (e.g. filter out hot
opportunities when typing in “hot” or accounts that
are identified to be manufacturers in the industry
type)
#63
Access your Dropbox files
 access your existing Dropbox files, whether you use
it to store docs, photos, videos and other files, you
can associate them with your Salesforce records
and access them offline directly in the app
 you can move multiple data files between Dropbox
and Salesforce, allowing you to share them instantly
with your team and other users in your company
#64
Make use of SharePoint
 gain access to documents stored on your
SharePoint through the mobile app in offline mode
and modify them as well as, upload new ones
 you can also set up filters to define which
documents will be stored offline (for example, only
those from last month) or become downloadable
on demand
#65
Connect to Google Drive
 show product presentations to customers, or utilize
service manuals and knowledge base, all from one
place
 the Resco Mobile app also supports Google Drive–
an online locker for files and folders with generous
storage allowance, compatibility with Google Docs
and the ability to open files from 30 software types
 you are free to play and record multimedia, work
with PDF and Office documents and store them in
Google Drive
#66
Use Skype to talk face-to-face with
clients
 with integrated Skype and FaceTime calls, you can
sit down for a chat with prospects, customers and
partners instantly
 every call can be logged into your Salesforce CRM
system for future reference
#67
Snap a picture
 take pictures of your product displays, or a diagram
that your prospect has drawn during the last
meeting
 imagine a media agency that takes photos of their
outdoor advertisements such as, billboards,
lightboxes, or bus ads and sends them to a client as
a part of their report
#68
Capture audio
 record audio with your phone and tablet and save
it as an attachment to a record
Instead of writing notes during a meeting, you can focus

on the conversation completely, and be able to press play
and listen to it all over again.
#69
Record videos
 enrich your CRM records attaching video
recordings that you store on the server, in
SharePoint, Dropbox, or even in Google Drive
 shot and recorded with your device, directly
accessible within the mobile CRM client
#70
Register event attendees with a QR
code
 during the event, you can simply scan their tickets
with an app to check people into the event or scan
their badges to note down who attended which
session
#71
Scan business cards to create new
contacts
 save the environment with electronic business
cards, and your time as well
 turn any vCard and meCard into a CRM lead,
account or contact instantly and copy them from
your e-mail or scan their QR code, eliminating
tedious manual transcription
 you can also use CamCard to capture standard
business cards that contain only text—the app will
“read” the information on the card and transcript it
into Salesforce
#72
Use IFrames as you please
 have a full-fledged HTML website directly in your
mobile CRM solution
 use IFrames to access customers’ websites, your
intranet, or get the latest scoop on your prospects
by quickly looking at their online presence
Security
#73
Block all new devices or users
 make sure that the users use only the devices that
you approved to connect to your back-end system
by choosing to automatically block all new devices
#74
Lock or wipe the application
remotely from the app
 system admins can remotely lock the application or
wipe out data from it, with a complete list of every
device that has ever been connected to your
organization and simply find yours on it
 the list shows the owners, type of the device, ID
number, even the time of last synchronization with
the server, so it’s easy to tell which one should be
locked or wiped out from a far
#75
Lock the app after a certain time of
inactivity
 to make sure your data won’t get into the wrong
hands, set up a session timeout, this will lock the
application after a defined number of minutes and
will ask for the password once you return to it
It’s up to you to decide, whether your timeout is going to

be set for 15, 30, or even just 5 minutes.
#76
Use the advanced password-
protection
 don’t let anyone unauthorized access your data
 if someone attempts to log in but fails to insert the
correct password, let’s say 3 times, the application
can preventatively lock itself or even wipe its data
clean
#77
Access some entities only in online
mode
 if some of the information stored in your Salesforce
system is highly confidential and you can’t have it
stored in the local database of a mobile device, you
can make use of mobile CRM app’s online-only
entities feature
This means that the users will be able to access the

designated entities only when connected to the Internet
and this data will not be stored in the device.
#78
Protect your data with MDM
 Resco Mobile CRM supports powerful mobile
device management (MDM) tools such as Symantec
and MobileIron
It’s the little things
#79
Keep your custom entities & fields
 if you customized your Salesforce solution to record
your own custom entities and fields, you can have
them in the mobile app as well, simply add them to
the app with the easy-to-use Resco Woodford
configurator and you’re good to go
#80
If you like it, put a pin on it
 pin frequently accessed records to your Favorites–
a special section that lets you make a collection of
various records, and cuts down on unnecessary
clicks
 for example, if you need to check if the payments
for last month’s orders already arrived, you can
add these specific opportunities, accounts, and
orders into your Favorites
#81
Use iPhone’s Touch ID to access
your CRM
 use your fingerprint instead of typing in your
password to log on to your Salesforce CRM when
you it’s unique and practically impossible to copy
#82
Speak your language
 choose from default languages or add a new one
from your CRM system
Point being, Resco Mobile CRM speaks your language,

whichever that may be.
#83
Create your own views as you go
 every time you need to filter data relevant to you,
you can do it by creating a custom view
 you don’t need to ask your system administrator to
create views for you —you can do this all by
yourself
#84
Swipe left to reveal inline action
buttons
 call or write an e-mail without having to go to your
phone app or open up a mail client - you don’t even
need to open the contact’s record in the app
 when you have found the person you wish to talk
to in your contact list, simply swipe from right to left
across his/hers name and see inline action buttons
that let you call or send an e-mail instantly
#85
Drag & drop to schedule activities
 when you need to reschedule an appointment,
simply move around the appointment in the
calendar just by swiping across your screen
You can be jumping from Monday to Friday, from June to

December or even between different years literally by
moving your finger.
#86
Color-code activities in calendar
 give your calendar some clarity and help your users
identify activities
 define colors for activity types on the calendar, for
example: make your Appointments blue and Tasks
red, assign a color to each user of a shared calendar,
and more
#88
Arrange your lists, the way you
want
 if you don’t fancy your lists organized
alphabetically, you can sort them by priority or
anyhow you like
 ensure your lists are arranged just the way you need
them to be, with the important things on top,
thanks to flexible sorting options
Conclusion
Let come back to the questions we have asked in the
beginning.
1. What are the benefits of mobility for Salesforce?

2. Does it pay off to invest in a first-class mobile CRM
solution?
3. How can we use an app for Salesforce in our
scenario?
4. How can we improve our current mobile solution?
5. What is there to know that I do not know yet?
After reading through this eBook, you should be able to

answer all of these questions with ease.
As you can see, the Resco Mobile app allows you to take
your Salesforce CRM to a completely new level. It does it
all: improves productivity, streamlines processes, engages
your customers, and helps you do your work with dozens
of amazing functionalities.
Over to you
Interested in trying our Resco Mobile solution for
Salesforce? Get in touch with us, so we can help to get
your mobile project off the ground.
Keen on implementing new features you didn’t know

about until now? Great! We’re always happy to help you
make your Resco Mobile even better.
Get in touch with us via www.resco.net at

mobilecrm@resco.net
Over to you
Enjoyed this eBook? Spread the word!

Amazing Things You Can Do With Salesforce On Your Phone and Tablet

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88 Amazing things you can do with Salesforce on your phone and tablet // 1

Mobility is absolutely key for keeping the

minds might immediately translate the title to “pass field

Hear what Resco customers say

Online access is not as great as it

From pen & paper, rolodex to desktop

Aren’t tablets and phones just

According to Nucleus Research, adding social and mobile

Mobility can help you improve customer

Never forget how a meeting went.

According to the survey conducted by

Why would you want to brand your app?

The lists of records in CRM go on and on. Sure, you can

Instead of writing notes during a meeting, you can focus

It’s up to you to decide, whether your timeout is going to

This means that the users will be able to access the

Point being, Resco Mobile CRM speaks your language,

You can be jumping from Monday to Friday, from June to

1. What are the benefits of mobility for Salesforce?

After reading through this eBook, you should be able to

Keen on implementing new features you didn’t know

Get in touch with us via www.resco.net at

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