ZoomInfo Field Trip Reviews

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.

Resco Inspections+ serves as a highly adaptable digital platform tailored for various sectors including construction, manufacturing, oil and gas, nonprofits, utilities, and property management. This innovative tool enables organizations to eliminate reliance on paper by converting audits, inspections, surveys, and checklists into fully customizable digital workflows. By seamlessly integrating with Dynamics 365 and Salesforce, it enhances CRM and ERP functionalities, allowing for efficient collection and updating of field data even when away from the office. Its offline-first design is particularly advantageous in situations where internet access may be intermittent, such as on remote oil rigs, at construction sites, in garages, or even within bustling urban areas. This feature empowers field technicians, auditors, and inspectors to gather essential data without any interruptions, while the sophisticated synchronization engine works automatically to update information once connectivity is restored. Moreover, Inspections+ boasts a user-friendly drag-and-drop questionnaire builder equipped with intelligent questions, business logic, and multimedia capture options, facilitating easy no-code customization for various purposes like safety evaluations, compliance documentation, or trial audits. With immediate access to data insights, organizations are positioned to streamline their operations, minimize errors, and make informed decisions efficiently, thereby enhancing overall productivity and effectiveness in their respective fields.

The Proof MRM solution on Salesforce™ boasts a user-friendly hierarchical structure that creates parent/child relationships among marketing plans, journeys, and associated activities, accommodating up to five levels within this framework. Furthermore, it promotes efficient and immediate collaboration right within the Salesforce ecosystem by integrating with Quip, which enhances team dynamics. Built natively on the Salesforce Lightning platform, it allows users to leverage standard Salesforce features like task management, which aids in the effective streamlining of workflows. In addition, users can utilize Salesforce's comprehensive reporting capabilities and Kanban view to examine any data field—including custom fields—while also visualizing campaign progress through the standard Kanban interface. This advanced functionality not only empowers marketing teams to respond swiftly but also equips them with the insights necessary for making informed decisions in real-time. With these tools, organizations can enhance their marketing strategies and improve overall productivity.