Difference between revisions of "Resco Cloud"

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Resco CRM server, or simply Resco CRM, is part of the Resco Cloud solution. Resco CRM provides you with a data storage with customizable data scheme. It can be cloud-based or installed on premise. You can connect Resco CRM to other CRM or non-CRM servers, or use it independently.
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| [[File:Button.jpg|224px|link=https://www.resco.net/request-a-trial/]]|| [[File:Demo.jpg|224px|link=https://www.resco.net/request-a-demo/]]
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You can use Resco CRM web client (that comes with the server) to view the data stored on the server. An important part of the server is also a configuration and administration console. This admin tool allows you to manage all the devices and users related to your CRM organization created on the server, and the configuration tool allows you to configure the data scheme, layout and business logic of the CRM system.
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'''Resco Cloud''' is one of components of '''[[Resco platform]]'''. It is a place where you can create your [[organization]]. Resco Cloud provides you with a data storage with customizable data scheme. It can be cloud-based or installed on premise. You can connect Resco Cloud to other CRM or non-CRM backend servers, or use it independently.
  
== Who should use Resco CRM ==
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You can use Resco Cloud web tools (that come with the server) to view the data stored on the server. An important part of the server is also a configuration and administration console. This admin tool allows you to manage all the devices and users related to your organization created on the server, and the configuration tool allows you to configure the data scheme, layout and business logic of the backend system.
  
Resco Cloud is a solution for businesses of all kinds with a mobile workforce. It offers the greatest perks for salesmen, service technicians on the go, real estate agents, financial advisors, controllers and other mobile workers.
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== Who should use Resco Cloud ==
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Resco Cloud is a solution for businesses of all kinds with a mobile workforce. It offers the greatest perks for salesmen, service technicians on the go, real estate agents, financial advisors, controllers, and other mobile workers.
  
 
Common use case scenarios
 
Common use case scenarios
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== Main benefits ==
 
== Main benefits ==
  
; Elimination of switching between multiple tools: Email, CRM, route planner, calendar, auditing, SDM and others are all in one place, in one cloud.
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; Elimination of switching between multiple tools: Email, CRM, route planner, calendar, auditing, SDM, and others are all in one place, in one cloud.
; Cost effectiveness: Resco Cloud offers great functionality for a very reasonable price, mobility is included within the price.
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; Cost-effectiveness: Resco Cloud offers great functionality for a very reasonable price, mobility is included within the price.
 
; Offline functionality: The solution works with full functionality, no matter the Internet connection.
 
; Offline functionality: The solution works with full functionality, no matter the Internet connection.
 
; Increased user adoption: Employees who get mobile access to data are likely to adopt faster and use it more because of its simple and intuitive interface.
 
; Increased user adoption: Employees who get mobile access to data are likely to adopt faster and use it more because of its simple and intuitive interface.
 
; Secure, safe & protected data: Security Device Management incorporated within Resco Cloud secures data, users & their processes.
 
; Secure, safe & protected data: Security Device Management incorporated within Resco Cloud secures data, users & their processes.
 
; Mobile Audit: Analyze whether or not the solutions are being utilized, how often, by whom, how exactly, and where.
 
; Mobile Audit: Analyze whether or not the solutions are being utilized, how often, by whom, how exactly, and where.
 
== Main components ==
 
 
* Resco’s database — a data storage with customizable data scheme that can operate via public or private cloud.
 
* [[Resco Mobile CRM|Mobile app]] — works both in an online & offline mode and is available to users on all major platforms.
 
* Desktop solution — offers a convenient and fast access to all CRM data for the desktop users. Learn more details about the desktop solution on our [https://blog.resco.net/2015/11/11/how-to-use-rescocrm-web-client/ blog]. {{Badge|Blog}}
 
* [[Woodford]] — a configuration tool that lets users to configure the mobile application and deploy it to all corporate devices at once.
 
* Customization Console — comes with Resco Cloud and is only needed for those who use no other back-end technology. This is where you make all the customizations and configurations when you utilize Resco desktop solution. The changes, such data management, data import, UI customization will then appear on your web and mobile clients – all without coding.
 
  
 
== Creating a new organization ==
 
== Creating a new organization ==
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# Using a web browser navigate to [https://rescocrm.com/Register.aspx the registration site] and on the registration form fill in some details about you and your organization.
 
# Using a web browser navigate to [https://rescocrm.com/Register.aspx the registration site] and on the registration form fill in some details about you and your organization.
 
#* Enter a unique name for your organization.
 
#* Enter a unique name for your organization.
#* Enter your email address and a strong password. The combination of the organization name, e-mail, and password are used for logging in to your organization
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#* Enter your email address and a strong password. The combination of the organization name, email, and password are used for logging in to your organization
 
#* Enter a few additional details about yourself and your company.
 
#* Enter a few additional details about yourself and your company.
 
#* Select one of the predefined scenarios: Sales, Field Service, City Smart Services, Inspections, Routes, Consumer Apps.
 
#* Select one of the predefined scenarios: Sales, Field Service, City Smart Services, Inspections, Routes, Consumer Apps.
 
#* Select '''Sample data''' if you want your new organization to include some pre-generated content, for example users, accounts, activities, appointments, contacts, and other entities depending on your selected scenario.
 
#* Select '''Sample data''' if you want your new organization to include some pre-generated content, for example users, accounts, activities, appointments, contacts, and other entities depending on your selected scenario.
#* If you want to integrate your organization with e-mail service, you can select Gmail or Exchange.
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#* If you want to integrate your organization with email service, you can select Gmail or Exchange.
 
#* If you have previously exported some organization using the admin console, you can import it.
 
#* If you have previously exported some organization using the admin console, you can import it.
 
# Confirm email.
 
# Confirm email.
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== Logging in ==
 
== Logging in ==
  
# Using a web browser navigate to [https://rescocrm.com/Login.aspx the login site].
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# Using a web browser, navigate to [https://rescocrm.com/Login.aspx the login site].
# Enter the name of your organization, the e-mail address you used for registering, and your password.
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# Enter the name of your organization, the email address you used for registering, and your password.
# Click '''Log in'''.
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# Click '''Log in''' to access the Resco Cloud landing page.
# Use the shortcuts in the left menu or the tiles to access additional functions:
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#* Resco app: Launch [[Resco Mobile CRM]] app in your browser
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== Resco Cloud landing page ==
#* Selected components of [[Resco Inspections]]:
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[[File:Resco Cloud landing page.png|thumb|right]]
#** [[Questionnaire Designer]]
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The landing page is displayed when you log in to your organization on Resco Cloud. Use the shortcuts in the left menu or the tiles to access additional functions:
#** [[Results Viewer]]
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#** [[Schedule Board]]
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* Resco App: Launch [[Resco Mobile CRM]] web app in your browser
#* Selected components of [[Resco Routes]]:
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#** [[Location Monitor]]
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;Selected components of [[Resco Inspections]]:
#* Additional tools
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* [[Questionnaire Designer]]: create surveys and checklists for inspectors in the field
#** [[Woodford]]
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* [[Results Viewer]]: search, browse, and display collected answers
#** [[Admin Console]]
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* [[Schedule Board]]: assign tasks to your staff in the field
#** [[Report Designer]]
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#** [[Sync Dashboard]]
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;Selected components of [[Resco Routes]]:
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* [[Location Monitor]]: track the position and progress of your team members in the field
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;Additional tools
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* [[Woodford]]: design [[app projects]], customized versions of the mobile application dedicated to a particular set of users
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* [[Admin Console]]: configure and manage your Resco Cloud server
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* [[Report Designer]]: design document templates that can be used to generate reports in the app
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* [[Sync Dashboard]]: monitor when and how do app users synchronize their apps, [[Conflict resolution|resolve synchronization conflicts]] remotely
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== Common user administration tasks ==
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{{Badge|Webinar|YouTube}} We have prepared a few short videos that explain how to perform basic user administration tasks using the [[Admin Console]].
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* [https://youtu.be/Sf-1EtJtwQE How to add a new user]
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* [https://youtu.be/mtIY5zVjuso How to reset a user password]
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* [https://youtu.be/oLDYSA5IGKg How to delete a user]
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== Data center storage ==
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Resco Cloud uses secure and reliable data center services to store your organization data:
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* Amazon (servers located in the European Union: Germany)
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* Azure (servers located in the United States: Iowa)
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== Integration with other servers ==
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Resco Cloud can serve as a standalone backend server, but you can also integrate it with other systems.
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[[File:Third_party.png|600px]]
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'''[[Resco CRM Connector]]''' consists of a set of REST web service methods and serves as a universal way of connecting.
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'''[[Resco CRM sync]]''' is an example of tighter integration with [[Dynamics|Microsoft Dynamics CRM]]. You create a connection between an organization on Resco Cloud and an organization on Dynamics. Metadata can flow from Dynamics to Resco Cloud, and data can be exchanged in both directions.
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'''[[Admin_Console#Environments|Connected environments]]''' is another integration option that allows you to clone and connect multiple Resco Cloud organizations. In this case, the focus is less on continuous synchronization but instead on having production and test environments with the option of pushing data or metadata changes to the other organization.
  
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See [[Integration]] for more options.
  
 
== See also ==
 
== See also ==
  
* [[Resco CRM Connector]] - technical description of the connection between Resco CRM server and other back-end CRM systems
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* [[Resco CRM Connector]] – integration between Resco Cloud and other backend systems
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* [[Connect Resco Cloud to Azure AD]]
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* [[Connect Resco Cloud to custom ADFS]]
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* [[Resco Cloud quick guide for Field Service technicians]]
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* [[Resco Cloud error codes]]
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* [[Plug-in assemblies]]
  
[[Category:Resco CRM]]
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[[Category:Resco Cloud]]

Revision as of 08:40, 18 May 2021

Button.jpg Demo.jpg

Resco Cloud is one of components of Resco platform. It is a place where you can create your organization. Resco Cloud provides you with a data storage with customizable data scheme. It can be cloud-based or installed on premise. You can connect Resco Cloud to other CRM or non-CRM backend servers, or use it independently.

You can use Resco Cloud web tools (that come with the server) to view the data stored on the server. An important part of the server is also a configuration and administration console. This admin tool allows you to manage all the devices and users related to your organization created on the server, and the configuration tool allows you to configure the data scheme, layout and business logic of the backend system.

Who should use Resco Cloud

Resco Cloud is a solution for businesses of all kinds with a mobile workforce. It offers the greatest perks for salesmen, service technicians on the go, real estate agents, financial advisors, controllers, and other mobile workers.

Common use case scenarios

  • Sales reps — to optimize their performance and increase efficiency by drastically reducing administrative tasks.
  • Service technicians — to cut down their time and costs spent on traveling by optimizing their route and eliminating paperwork.
  • Back office — to coordinate, track & monitor corporate field workers by real-time data information.
  • Corporate allies — to connect with customers, partners, volunteers, fans, and general public by creating consumer apps.

Main benefits

Elimination of switching between multiple tools
Email, CRM, route planner, calendar, auditing, SDM, and others are all in one place, in one cloud.
Cost-effectiveness
Resco Cloud offers great functionality for a very reasonable price, mobility is included within the price.
Offline functionality
The solution works with full functionality, no matter the Internet connection.
Increased user adoption
Employees who get mobile access to data are likely to adopt faster and use it more because of its simple and intuitive interface.
Secure, safe & protected data
Security Device Management incorporated within Resco Cloud secures data, users & their processes.
Mobile Audit
Analyze whether or not the solutions are being utilized, how often, by whom, how exactly, and where.

Creating a new organization

  1. Using a web browser navigate to the registration site and on the registration form fill in some details about you and your organization.
    • Enter a unique name for your organization.
    • Enter your email address and a strong password. The combination of the organization name, email, and password are used for logging in to your organization
    • Enter a few additional details about yourself and your company.
    • Select one of the predefined scenarios: Sales, Field Service, City Smart Services, Inspections, Routes, Consumer Apps.
    • Select Sample data if you want your new organization to include some pre-generated content, for example users, accounts, activities, appointments, contacts, and other entities depending on your selected scenario.
    • If you want to integrate your organization with email service, you can select Gmail or Exchange.
    • If you have previously exported some organization using the admin console, you can import it.
  2. Confirm email.
  3. Create organization.

Logging in

  1. Using a web browser, navigate to the login site.
  2. Enter the name of your organization, the email address you used for registering, and your password.
  3. Click Log in to access the Resco Cloud landing page.

Resco Cloud landing page

Resco Cloud landing page.png

The landing page is displayed when you log in to your organization on Resco Cloud. Use the shortcuts in the left menu or the tiles to access additional functions:

Selected components of Resco Inspections
Selected components of Resco Routes
  • Location Monitor: track the position and progress of your team members in the field
Additional tools

Common user administration tasks

YouTube We have prepared a few short videos that explain how to perform basic user administration tasks using the Admin Console.

Data center storage

Resco Cloud uses secure and reliable data center services to store your organization data:

  • Amazon (servers located in the European Union: Germany)
  • Azure (servers located in the United States: Iowa)

Integration with other servers

Resco Cloud can serve as a standalone backend server, but you can also integrate it with other systems.

Third party.png

Resco CRM Connector consists of a set of REST web service methods and serves as a universal way of connecting.

Resco CRM sync is an example of tighter integration with Microsoft Dynamics CRM. You create a connection between an organization on Resco Cloud and an organization on Dynamics. Metadata can flow from Dynamics to Resco Cloud, and data can be exchanged in both directions.

Connected environments is another integration option that allows you to clone and connect multiple Resco Cloud organizations. In this case, the focus is less on continuous synchronization but instead on having production and test environments with the option of pushing data or metadata changes to the other organization.

See Integration for more options.

See also