Empower your resource managers within Salesforce. Resource Optimizer lets you
Allocate – Generate work and allocate work to any resource based on skills and availability
Automate – Auto-create availabilities, get resource suggestions, and receive pro-active notifications.
Analyze – Analyze your resource utilization and allocation efficiency.
Let your dispatchers allocate any work originated from any Salesforce entity to your resources in any timezone. Whether it is allocating your work orders activities to your field employees or purchase orders to your back office employees, or allocating a lead activity to your expert teams, do it easily with highly customizable Resource Optimizer’s dispatch console.
Empower your resource managers to operate and manage resources in any timezone.
Whether it’s a customer request for a fixed 15min, 30min, 45min or a custom time of 22/52min, capture with ease on Resource Optimizer’s Appointment console. With intelligent cache techniques, Resource Optimizer avoids double booking and facilitates resource to block time before and after an appointment.
Resource Optimizer’s custom dashboards and reports provides detail insights into your operations and lets you make smarter decisions for your workforce planning. Resource Optimizer auto calculates your resource utilization in multiple frequencies and provides a downloadable dashboard view of your overall organization resource utilization. Out of the box reports gives you an overview of how your resources are categorized and how your work is being allocated and distributed.
Resource Optimizer’s intelligent engine provides resource suggestions for your work, automates the work allocation and provides resources for your work demand. Whether you’re an SMB or an enterprise, Resource Optimizer’s engine will help in managing your work with ease and simple
Get ready for the fourth industrial revolution by truly going mobile. Empower your resources to captures signatures, upload files, and captures absences all within Salesforce mobile. Custom calendars and push notifications enable your resources to deliver work in time. Let your resources navigate to their destinations with Google/Apple maps.
Manage Shifts and time sheets with Resource Optimizer’s time tracking. Easily configure business rules, captures resource preferences and integrate with HR systems to capture the resource availability.
Resource Optimizer is built on the Salesforce platform leveraging the best of lightning platform capabilities. Being Salesforce native means all your data resides in your Salesforce instance and is secured by Salesforce enterprise-grade security. Integrating with Resource Optimizer is as simple as integrating with your Salesforce standard and custom objects.
Resource Optimizer Datasheet is intended to give you a high-level overview of the capabilities of the application.
Resource Optimizer User guide is intended for both technical and business audiences to help understand how to use the application post installation.
Resource Optimizer Setup and Admin guide is intended for Salesforce admins and developers to help install and configure the application.