Offline CRM

Even if you work in areas without consistent internet or mobile phone service, field staff can use the TaroWorks mobile app to both collect data about entrepreneurs they’re assisting and look up archived information on past performance – while offline. For poverty-focused Graduation Programs, this means field officers can both log the results of a training and look up an entrepreneur’s previous activities and outcomes to make better-informed decisions in the field.

Offline CRM

Even if you work in areas without consistent internet or mobile phone service, field staff can use the TaroWorks mobile app to both collect data about entrepreneurs they’re assisting and look up archived information on past performance – while offline. For poverty-focused Graduation Programs, this means field officers can both log the results of a training and look up an entrepreneur’s previous activities and outcomes to make better-informed decisions in the field.

Track Finances and Transactions

Field staff can log transactions, purchases and financial results of enterprises as they grow. Field staff can also use TaroWorks to log repayments on loans or loan disbursements and capture signatures as verification. Enterprises using TaroWorks directly with customers can record purchases and scan product barcodes.

Track Finances and Transactions

Field staff can log transactions, purchases and financial results of enterprises as they grow. Field staff can also use TaroWorks to log repayments on loans or loan disbursements and capture signatures as verification. Enterprises using TaroWorks directly with customers can record purchases and scan product barcodes.

Generate and Share Reports

TaroWorks is built on the Salesforce.com platform, the world’s #1 CRM system. Create up-to-date KPIs and dashboards using Salesforce.com’s powerful data analysis tools, updated with data collected in the field. Share reports and work together with entrepreneurs to ensure their success. TaroWorks dashboards in Salesforce include poverty monitoring and evaluation performance indicators like the Progress out of Poverty Index (PPI) and can also report on monitoring and evaluation metrics you can create from scratch.

Generate and Share Reports

TaroWorks is built on the Salesforce.com platform, the world’s #1 CRM system. Create up-to-date KPIs and dashboards using Salesforce.com’s powerful data analysis tools, updated with data collected in the field. Share reports and work together with entrepreneurs to ensure their success. TaroWorks dashboards in Salesforce include poverty monitoring and evaluation performance indicators like the Progress out of Poverty Index (PPI) and can also report on monitoring and evaluation metrics you can create from scratch.

Training Materials

Field staff working with entrepreneurs can share document, file and video training materials directly on their device. Those videos, PDFs, Word files and Excel spreadsheets are accessible offline when working in remote areas without connectivity.

Training Materials

Field staff working with entrepreneurs can share document, file and video training materials directly on their device. Those videos, PDFs, Word files and Excel spreadsheets are accessible offline when working in remote areas without connectivity.

Our Clients

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WASH

NEXT INDUSTRY

WASH

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