Individualized Data Ownership

Personalize your field agents’ data access by assigning specific records to each person. This ensures every member of the field team only has access to the information that’s relevant to their work with our offline CRM rather than having to wade through scores of unrelated contacts and files.

Individualized Data Ownership

Personalize your field agents’ data access by assigning specific records to each person. This ensures every member of the field team only has access to the information that’s relevant to their work with our offline CRM rather than having to wade through scores of unrelated contacts and files.

Offline Access to Cloud Data

In addition to saving data into Salesforce.com, TaroWorks allows field staff to access the robust records from our offline CRM platform – without consistent internet connectivity or a mobile phone signal. Give your remote staff access to historical data about visit details or geographic locations – on their mobile device. TaroWorks provides more information at their fingertips so your team can make the most of time in far-flung areas. Field data collected offline can then be uploaded to the cloud when you’re within range of connectivity. See how one TaroWorks client is using our offline CRM system to coordinate field staff and manager activities.

Offline Access to Cloud Data

In addition to saving data into Salesforce.com, TaroWorks allows field staff to access the robust records from our offline CRM platform – without consistent internet connectivity or a mobile phone signal. Give your remote staff access to historical data about visit details or geographic locations – on their mobile device. TaroWorks provides more information at their fingertips so your team can make the most of time in far-flung areas. Field data collected offline can then be uploaded to the cloud when you’re within range of connectivity. See how one TaroWorks client is using our offline CRM system to coordinate field staff and manager activities.

Performance Management

TaroWorks provides the tools to assess field agents’ work progress against short-term benchmarks and set KPIs to review trends over time. Create personal targets for each field agent. Meanwhile, field staff can track their progress against individual goals from the mobile device. See how one TaroWorks customer used this functionality to enhance the productivity of their data enumerators.

Performance Management

TaroWorks provides the tools to assess field agents’ work progress against short-term benchmarks and set KPIs to review trends over time. Create personal targets for each field agent. Meanwhile, field staff can track their progress against individual goals from the mobile device. See how one TaroWorks customer used this functionality to enhance the productivity of their data enumerators.

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