Direct Salesforce.com Integration

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.

Direct Salesforce.com Integration

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.

Customizable Reports and Dashboards

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.

Customizable Reports and Dashboards

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.

Languages Based On User

With Salesforce’s “Translation Workbench”, multiple choice responses collected using TaroWorks in local languages can be displayed in Salesforce reports in another language.

Languages Based On User

With Salesforce’s “Translation Workbench”, multiple choice responses collected using TaroWorks in local languages can be displayed in Salesforce reports in another language.

Hierarchy Drilldown Selections

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 required.

Hierarchy Drilldown Selections

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 required.

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