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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. | |||
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. | == 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 | 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. | ; 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. | ; 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. | ||
== Creating a new organization == | == Creating a new organization == | ||
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== Resco Cloud landing page == | == Resco Cloud landing page == | ||
[[File:Resco Cloud landing page.png|thumb|right]] | [[File:Resco Cloud landing page.png|thumb|right]] | ||
The | 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: | ||
* Resco App: Launch [[Resco Mobile CRM]] web app in your browser | |||
;Selected components of [[Resco Inspections]]: | |||
* [[Questionnaire Designer]]: create surveys and checklists for inspectors in the field | |||
* [[Results Viewer]]: search, browse, and display collected answers | |||
* [[Schedule Board]]: assign tasks to your staff in the field | |||
;Selected components of [[Resco Routes]]: | |||
* [[Location Monitor]]: track the position and progress of your team members in the field | |||
;Additional tools | |||
* [[Woodford]]: design [[app projects]], customized versions of the mobile application dedicated to a particular set of users | |||
* [[Admin Console]]: configure and manage your Resco Cloud server | |||
* [[Report Designer]]: design document templates that can be used to generate reports in the app | |||
* [[Sync Dashboard]]: monitor when and how do app users synchronize their apps, [[Conflict resolution|resolve synchronization conflicts]] remotely | |||
== Common user administration tasks == | |||
{{Badge|Webinar|YouTube}} We have prepared a few short videos that explain how to perform basic user administration tasks using the [[Admin Console]]. | |||
* [https://youtu.be/Sf-1EtJtwQE How to add a new user] | |||
* [https://youtu.be/mtIY5zVjuso How to reset a user password] | |||
* [https://youtu.be/oLDYSA5IGKg How to delete a user] | |||
== 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. | |||
[[File:Third_party.png|600px]] | |||
'''[[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 [[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. | |||
'''[[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. | |||
See [[Integration]] for more options. | |||
== See also == | == See also == | ||
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* [[Connect Resco Cloud to Azure AD]] | * [[Connect Resco Cloud to Azure AD]] | ||
* [[Connect Resco Cloud to custom ADFS]] | * [[Connect Resco Cloud to custom ADFS]] | ||
* [[Resco Cloud quick guide for Field Service technicians]] | |||
* [[Resco Cloud error codes]] | |||
* [[Plug-in assemblies]] | |||
[[Category:Resco Cloud]] | [[Category:Resco Cloud]] | ||