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.

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.

Who should use Resco CRM

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.

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, e-mail, 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 e-mail 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 e-mail address you used for registering, and your password.
  3. Click Log in.
  4. Use the shortcuts in the left menu or the tiles to access additional functions:


See also

  • Resco CRM Connector - technical description of the connection between Resco CRM server and other back-end CRM systems