1. The Mobile CRM Conference 2015 September 14-15, 2015 in Boston, MA Take Your CRM to the Next Level

2. What’s the Plan? Resco’s roadmap for 2015 & the future Juraj Mojik duro@resco.net Technical Beginner Track Business Track

3. One day on the road

12. The goal

13. Ultimate tool for mobile business

14. Communication

15. Planning

16. Inspections

17. Technology

18. Current situation

19. Resco Mobile CRM On the market since 2010 5 years Updates frequently deployed 4 Major updates a year Minor updates in between Just last year Resco brought 100+ new features

20. Roadmap

21. Long term vision New versions of Devices OSes Dynamics CRM Features requested by Partners Customers To-Do list Roadmap considers

22. New year After each major release Next – October 2015 Resco aligns the Roadmap

23. Roadmap 2015

24. Communication

25. Email Google Gmail, MS Exchange HTML Emails – with safe HTML filtering Attachments Tracking and converting to CRM Sending CRM links, data and reports Intelligent data parsing Folders, Conversation support

26. Email Google Gmail, MS Exchange HTML Emails – with safe HTML filtering Attachments Tracking and converting to CRM Sending CRM links, data and reports Intelligent data parsing Folders, Conversation support

27. Instant Messaging Send & receive messages Any device, PC or Mobile Images, Files, CRM data, reports Audio / Video Group notifications Customer Communicator Data change triggers Force form submit

28. Inter app communication Mobile CRM might not be the only app in your mobile eco-system Enable data flow between apps Enhance URL Schema React to data triggers After sync actions React to push notifications / API commands ?

29. Cloud Storage & Files

30. Cloud Storage Associate and move data between Cloud Storage and CRM Google Drive, Dropbox, OneDrive … Photo Capture, Signatures, Data Images Work with Notes, SharePoint, Dropbox … Available also in web application

31. Cloud Storage Associate and Move data between Cloud Storage and CRM Google Drive, Dropbox, OneDrive … Photo Capture, Signatures, Data Images Work with Notes, SharePoint, Dropbox … Available also in web application

32. Files Email attachments, captured Photos, attached Documents… Aggregate all files into one place File home form item Offline – downloaded / Online – cloud storage files Search Lookup Add multiple files at once

33. Inspections

34. Inspections / Questionnaires / Surveys Typical mobile scenario Dedicated UI Editable Lists Create form items dynamically

35. Inspections / Questionnaires / Surveys Typical mobile scenario Dedicated UI Editable Lists Create form items dynamically

36. Inspections configuration Wizard Dynamic / Static data definition & structure Multimedia support

37. Planning

38. Route Planning Plan visits on map Optimization algorithms Different criteria Map enhanced data Travel data aggregation Open Street Maps navigation Weather TripIt

39. Route Planning Plan visits on map Optimization algorithms Different criteria Map enhanced data Travel data aggregation Open Street Maps navigation Weather TripIt

40. Calendars More data sources Exchange Google Send & accept Meeting Request Recurring appointments Win 7 calendar redesign

41. Improvements

42. User Interface Finalize UI unifications – reasonably similar UI across platforms Enables and simplifies customization and user acceptance Images Fonts Improvements Dynamic styles Related entity data fields Global Search

43. User Interface Finalize UI unifications – reasonably similar UI across platforms Enables and simplifies customization and user acceptance Images Fonts Improvements Dynamic styles Related entity data fields Global Search

44. Flexible Forms & Entity Hubs Entity Hubs Search & filtering Flip to Woodford config Flexible Forms Quick navigation Precise design

45. Business Intelligence Better tools Better charts Data click-trough Map visualization Client offline reports http://www.amcharts.com/demos/

46. Web Client Web client for Resco CRM server Any browser Features & functionality of native apps Flexible redesign HTML based forms and layouts Hybrid Application – HTML5 UI

47. Web Client Web client for Resco CRM server Any browser Features & functionality of native apps Flexible redesign HTML based forms and layouts Hybrid Application – HTML5 UI

48. Data Layer Non-blocking background sync Better error handling and reporting Security enhancements Geo Fencing Client certificates

49. Data Layer Non-blocking background sync Better error handling and reporting Security enhancements Geo Fencing Client certificates

50. Platform 64 – bit (iOS, Android) Windows 10 MDM (Vendor & Xamarin cooperation) Android Wear (notifications, GeoFencing) Smart Glasses (Google Glass, Epson … ) Non-employee apps

51. Platform 64 – bit (iOS, Android) Windows 10 MDM (Vendor & Xamarin cooperation) Android Wear (notifications, GeoFencing) Smart Glasses (Google Glass, Epson … ) Non-employee apps

52. Woodford Support for large projects Changes, History, Version Control Hierarchy, Inheritance Migration between environments Backup / Restore point In Mobile Project Localization

53. Woodford Support for large projects Changes, History, Version Control Hierarchy, Inheritance Migration between environments Backup / Restore point In Mobile Project Localization

54. Resco CRM server Email integration (Exchange / Gmail) Reporting editor and engine Server side rules (workflows) WYSIWYG editors & live data preview Modules Route planning Inspection

55. Resco CRM server Email integration (Exchange / Gmail) Reporting editor and engine Server side rules (workflows) WYSIWYG editors & live data preview Modules Route planning Inspection

56. Resco CRM server Business Units Auditing (who, what, when + revert) Built-in scenarios Marketing Field service

57. Resco CRM & Dynamics CRM Import / Export tools Web services layer Easier integration Use 3 rd party tools Resco CRM

58. Final Thoughts

59. Final thoughts Roadmap subject to change Resco works closely with partners & customers New suggestions, prioritization of items Main vision is to make Resco MobileCRM Integral tool for mobile business Easy to use, attractive & secure Continuous improvements Compliance with latest mobile technology & Dynamics CRM

60. Thank you. Discussions with Resco! In a couple of minutes ROUND TABLES