Enhance your sales team's capabilities by integrating Microsoft Dynamics 365 and Salesforce data through Resco Field Sales+, a mobile application specifically crafted to optimize field operations. This innovative tool enables the management of customer information, opportunity tracking, and order processing directly from the field, thereby boosting overall productivity and enhancing customer engagement.
Designed with an offline-first approach, Field Sales+ ensures your team can access and update client information, sales reports, and orders even in locations with poor internet connectivity. This makes it particularly beneficial for sales representatives operating in remote areas, bustling urban environments with inconsistent networks, or in situations where maintaining connectivity is crucial.
The application is equipped with features such as route optimization, automated reporting, customizable dashboards, and digital asset management, all aimed at streamlining sales processes. These functionalities facilitate the management of leads, the preparation of quotes, inventory oversight, and real-time performance tracking.
By using Resco Field Sales+, your team can concentrate on closing sales and nurturing customer relationships while having uninterrupted access to vital sales information. This not only enhances their efficiency but also enables a more effective approach to meeting customer needs. The result is a sales operation that is agile, informed, and ready to respond to challenges in real-time.
Learn more
Onetrace is a connected workflow for subcontractors, bringing job planning, site evidence, and compliance sign-off into one place, from first visit through to handover. Rather than chasing spreadsheets, paper forms, and separate apps, teams get documentation that's ready for clients, main contractors, and regulators. It's construction management software built around how subcontractors actually work.
Fire protection contractors use Onetrace as fire protection software, attaching photos, approval forms, and sign-offs to the relevant job and location, so proving a compliant installation takes minutes, not a search through old files. It's also used across drylining, roofing, and M&E work, with live oversight of projects, timesheets, and progress.
Practical tools include customisable forms, drag-and-drop scheduling, GPS time-tracking, cost calculation, and drawing markups with photo evidence, all from a mobile device on site.
Learn more
Kizeo Forms
Kizeo Forms is an innovative mobile application designed to enhance the efficiency of data collection for businesses across various sectors. Whether your focus is in construction, real estate, healthcare, or any other field that demands on-site data gathering, Kizeo Forms offers an all-encompassing platform for creating, tailoring, and overseeing digital forms without hassle.
Notable Features:
Tailored Forms: Utilize our intuitive form builder to craft forms that align with your specific business requirements, incorporating fields for text, images, GPS data, signatures, and more.
Offline Capability: Capture data in areas with no internet connectivity, with automatic synchronization once you're back online.
Instant Data Sharing: Quickly disseminate collected information to your team, clients, or back-office systems, fostering enhanced collaboration and informed decision-making.
Robust Integration: Effortlessly connect with a variety of third-party applications and platforms such as Google Sheets, Microsoft Excel, and various cloud storage services.
Streamlined Workflows: Optimize data handling and workflows to conserve time and minimize mistakes, allowing for the effortless generation of custom reports and email alerts.
Data Security and Compliance: Protect your information with cutting-edge security measures while adhering to industry regulations, ensuring peace of mind for your data management needs. Additionally, Kizeo Forms continually evolves to meet user demands and enhance the mobile data collection experience.
Learn more
MainEvent
Leverage MainEvent’s cloud-driven platform to thoroughly assess, report, summarize, oversee personnel, and synchronize all experiential and field activities. This innovative tool is tailored to boost Experiential and Field Marketing strategies, encompassing a broad spectrum of services including Event Marketing, Sampling, Mobile Tours, Shopper Marketing, Event Staffing, Street Teams, Brand Ambassadors, Sponsorship Activation, Retail, Merchandising, and Sales. By consolidating reporting and analysis across various agencies, brands, and departments, it simplifies workflows through a unified system. Users can save all pertinent activities, which includes vital metrics, locations, key contacts, documents, photographs, videos, and other relevant information. Additionally, the platform provides easy access to crucial venue details where events are planned and executed, with options for arranging staff positions manually, importing them, or utilizing API integration. The application also facilitates effective tracking of personnel, alongside recap and payroll information, all presented in a format that is straightforward for review and auditing. With a solid history of managing over 32 million visits, our vast expertise enables us to meet a wide range of client needs and expectations efficiently. Ultimately, MainEvent delivers a holistic solution that not only streamlines field marketing operations but also significantly boosts overall efficiency and productivity in the process. This comprehensive approach ensures that every aspect of experiential marketing is covered, creating a seamless experience for users and clients alike.
Learn more
