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FEATURE
TaroWorks enhances Salesforce.com's platform by integrating field data with the world’s leading customer relationship management tools and enabling teams to use Salesforce offline. TaroWorks is deeply integrated into Salesforce's backend and extends its CRM capabilities to the field. A two-way flow of information also enables documents, tasks, performance metrics and media files to be pushed out to any field agent's mobile device.
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TaroWorks’ features and functionality are seamlessly built into Salesforce – avoiding the need to use third-party connector products or APIs to sync field data to your Salesforce instance. This integration eliminates the challenge of managing multiple interfaces or performing backend development work. TaroWorks makes Salesforce the single place from which field surveys can be built, data can be analyzed and content can be pushed out to the field, extending Salesforce offline.
“ The value of the TaroWorks and Salesforce integration…(is) that the backend of Salesforce is so configurable, that I can link every recipient to every (data point) we create…The building blocks are already built so...we’re not writing code from scratch and that makes it so much cheaper and so much faster for us...”
TaroWorks’ features and functionality are seamlessly built into Salesforce – avoiding the need to use third-party connector products or APIs to sync field data to your Salesforce instance. This integration eliminates the challenge of managing multiple interfaces or performing backend development work. TaroWorks makes Salesforce the single place from which field surveys can be built, data can be analyzed and content can be pushed out to the field, extending Salesforce offline.
“ The value of the TaroWorks and Salesforce integration…(is) that the backend of Salesforce is so configurable, that I can link every recipient to every (data point) we create…The building blocks are already built so...we’re not writing code from scratch and that makes it so much cheaper and so much faster for us...”
TaroWorks allows field teams to use Salesforce offline by collecting data without mobile or internet service and then syncing the data to the Salesforce.com cloud database when in range of connectivity. Once uploaded, Salesforce reports and dashboards help you analyze and highlight key metrics that are important for different stakeholders. Build Salesforce reports for individual KPIs or queries using a variety of filters, time frames and visualization options. Use TaroWorks’ report templates or build your own. Then, build dashboards to visualize multiple metrics at once.
TaroWorks allows field teams to use Salesforce offline by collecting data without mobile or internet service and then syncing the data to the Salesforce.com cloud database when in range of connectivity. Once uploaded, Salesforce reports and dashboards help you analyze and highlight key metrics that are important for different stakeholders. Build Salesforce reports for individual KPIs or queries using a variety of filters, time frames and visualization options. Use TaroWorks’ report templates or build your own. Then, build dashboards to visualize multiple metrics at once.
With Salesforce’s “Translation Workbench”, multiple choice responses collected using TaroWorks in local languages can be displayed in Salesforce reports in another language. Learn how one TaroWorks client set its partner community portal to the users’ local language.
With Salesforce’s “Translation Workbench”, multiple choice responses collected using TaroWorks in local languages can be displayed in Salesforce reports in another language. Learn how one TaroWorks client set its partner community portal to the users’ local language.
Build a series of dynamic menus that allow your mobile users to navigate to the information they need from Salesforce.com. Menu options change dynamically so field staff will automatically see any additions or updates to this data with every sync. This allows field staff to only see data relevant to them, with no managerial actions or connectivity required – as another way to use Salesforce offline.
Build a series of dynamic menus that allow your mobile users to navigate to the information they need from Salesforce.com. Menu options change dynamically so field staff will automatically see any additions or updates to this data with every sync. This allows field staff to only see data relevant to them, with no managerial actions or connectivity required – as another way to use Salesforce offline.
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TaroWorks, a Grameen Foundation company.
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