TaroWorks: Integrate Offline Frontline Operations Management with Salesforce

TaroWorks provided personalized training to help us think through our data model

Our organization needed a solution to provide field-users a solution to view and collect data about beneficiaries, providing last-mile services in often remote contexts. TaroWorks fit the bill. As part of preparation, TaroWorks provided personalized training to help us think through our data model, helping us troubleshoot unique challenges or workarounds needed for our context. TaroWorks is often rolling out updates to address some of the features needing a refresh for functionality. The support team was sometimes limited in their ability to provide timely solutions, which pushed our team to truly own much of our solution and troubleshooting. I really appreciated our account manager, Betty, and her personalized approach to understanding our solution and needs, how new upgrades may impact our particular use-case and users, and tracking the particular feature-requests we may have requested. While our program is sunsetting, and with it our need for TaroWorks, I am grateful for Betty’s support – her efforts truly fit the TaroWorks vision – to serve even to the “last-mile” (for us, the closure of our program)!

Taroworks Makes Data Collection in Remote Last Mile Areas A Great Experience

The BOMA Project implements a high-impact poverty graduation program for ultra-poor women in the drought-threatened arid lands using innovative microfinance and job-skills training programs to help the pastoral nomads of northern Kenya, and the women in remote locations in Uganda, Ethiopia and Chad to establish sustainable small businesses in their communities, build resilient families, graduate from extreme poverty, and catalyze change in their rural communities. We have been using TaroWorks since 2014 to qualify participants and monitor membership, progress, and issues of business and savings groups. We also use TaroWorks to conduct capacity building among business and savings groups. We manage our field teams through conducting performance reviews, leave management, use of timesheets and Asset Management on issued motorcycles all through the TaroWorks App. Given the nature of our work and location of our projects, TaroWorks has helped us to scale to various remote locations in different countries because of its offline capability, ease of use and integration into Salesforce CRM. We have managed to effectively manage our programs, collaborate seamlessly within our teams. communicate impact and review the data in Salesforce to help us make informed business decisions. I highly recommend TaroWorks for any organization looking to streamline their data collection and business processes.

A great tool for monitoring and evaluating programs

Building Tomorrow has been using TaroWorks for nearly 2 years to collect and analyze data on our programs. We work in very rural school communities throughout Uganda where it is difficult to travel with anything more than a phone or tablet and network connectivity is mostly non-existent. Before TaroWorks, our field staff would record data about school and student metrics on paper and in Excel spreadsheets, and as our field staff grew in number, managing, cleaning, and aggregating the many submissions of these tools was extremely difficult and time-consuming. We often experienced a great lag from when a school/student program was run to when we could accurately report on its results. Since we started using TaroWorks, our field team is able to collect data in the field and get it into office program staff's hands as soon as they return to a network connection within a day or two. From there, office program staff have access to all of the field staff's aggregated data in Salesforce in (near) real-time, which has allowed us to more easily and informatively adjust program implementation. In short, TaroWorks has allowed Building Tomorrow quicker access to accurate data that we need to make program decisions and promote those programs to funders/supporters. In addition to the benefits of the technical tool, TaroWorks support is great! They effectively helped train mobile and admin users during the onboarding process, and they continue to be responsive and helpful with any questions/issues we have. As someone who likes a quick answer to any issues or questions, their support documentation is robust—it's very rare I don't find what I need in it. Overall, I highly recommend TaroWorks to any organization that wants cleaner, faster, and more insightful data to use in decision making and promotion of their programs.

Taroworks has been our game changer

HIVOs has been using TaroWorks for over 5 years to mainly manage data through consolidation from the point of collection, collation, analysis and finally dissemination to the relevant third parties. Previously, a manual process which involved use of physical forms was used to monitor activities in the biodigester value chain which was unreliable, time consuming and involved bulky paperwork. Additionally, the desired level of data accuracy, transparency and accountability could not be achieved. TaroWorks’ one-stop-shop offline CRM capabilities and its easy integration with Salesforce.com were the kind of features we were looking for to solve our problems surrounding marketing, reporting, extension trainings, conducting external surveys, consolidating and analyzing data. TaroWorks’ team initially assisted us in designing the platform to accommodate our needs and later trained us on the same. We can now do it on our own! TaroWorks/Salesforce is our central data and information management system which we rely on in our day-to-day work and it has made our work much easier. In fact, we are looking into integrating more management functions like Finance & Quality management into it. We highly recommend the application to any organization that is facing similar challenges that we faced!

Perfect tool to transition to digital

SOIL has been using TaroWorks in Haiti since 2016 to operate our household toilet service in Haiti, and it's been instrumental in digitizing our offline field services and data collection so the whole organization can be coordinated. Management is able to monitor various activities in the field, and the mobile users are excited about using the app to log all of their activities too!

Taroworks makes a difference for Cocoa Farmers in Indonesia

Cocoa Care started using TaroWorks in early 2013 to support a cocoa farming sustainability program in South Sulawesi, Indonesia. Keeping everybody connected to the same set of data in a multiple stakeholders program, which includes donors, agricultural research institutions, local agricultural services and monitoring staff, our program management team and of course the farming families, is challenging. Thanks to TaroWorks and Salesforce for enabling Cocoa Care to connect all stakeholders effectively even though so much of the work happens offline. The TaroWorks mobile app allows us to readily capture data about our cocoa farming families and the changes that we are able to demonstrate with them as they adopt better practices to improve their farm productivity and reduce the impact of pests and diseases. It is incredibly empowering to be able to present real data on their farms and to demonstrate how that directly impacts their livelihoods and ongoing sustainability of their family farms. Happy with the TaroWorks team. Very responsive and professional

Just what you need to connect staff and partners from multiple countries!

Oxfam have been using TaroWorks since 2014 for a program with operations in Guatemala and multiple stakeholders including financial institutions, local coaching staff, and our program management staff. TaroWorks and Salesforce were able to keep everybody connected to the same set of data even though so much of the work happens offline. One feature that really helped us collaborate is that the TaroWorks mobile app allows for Spanish, while our team can aggregate all of the data in Salesforce in English. The TaroWorks team have been very responsive and helpful, and we've enjoyed working with them because of the innovation, collaboration, and feeling like true partners.

Best data sourcing app in challenging context and excellent service!

We're a social enterprise selling, distributing and maintaining biodigestors in rural Mexico and were looking for a mobile app that makes these activities faster, and easier to track in Salesforce. We've now moved all of our paper processes to TaroWorks' offline mobile forms, and are now able to make business decisions immediately with the data we collect. Since starting to use TaroWorks in May 2015, we've completely embedded TaroWorks in our field processes so our field technicians can register new clients, manage sales orders, and get immediate credit approvals while they're offline. Recommend!

Increased reporting capabilities overnight in remote areas of sub-Saharan Africa

Trees for the Future is a non-profit organization that works with impoverished communities in the developing world to create more profitable and sustainable farming systems using agroforestry technologies. As the Director of Monitoring and Evaluation at the organization, I was challenged with task of collecting and organizing information relating to the activities and progress of our technicians and participating farmers, something that can be difficult considering the distance and available infrastructure. TaroWorks caught my interest because of the ease at which we could receive near real-time information about our projects, regardless of that location's communication infrastructure. We have been using TaroWorks for two years and have been very impressed with the product. It has revolutionized the way we collect and process information and was easy to customize for our needs. We were able to design several different surveys (in multiple languages!) and launch our new M&E collection activities a month after subscribing. We initially used TaroWorks to improve monitoring and evaluation activities in Tanzania, Uganda, Kenya, and Burundi, but it was adopted so fluidly that we expanded it to our West Africa programs, as well. Today, it is a regular tool used by all of our our field technicians in all of our program countries. The technical support we received at TaroWorks was second to none. They worked with us on a one-on-one basis to make sure TaroWorks met the needs we required of it, even to the point of adding new features based on our feedback. TaroWorks has continually made it possible for my organization to receive information that was inaccessible before and I would recommend this product to anyone interested in data collection.

Incredible field data sourcing and processing app + Best support team!

ILUMEXICO has used the TaroWorks application for almost one year now. As a social enterprise dedicated to eradicating energetic poverty in rural communities we needed transparency in our day-to-day activities' data and even without constant mobile reception TaroWorks has helped us in this aspect. The TaroWorks application and its easy integration with Salesforce.com were definitely the tools we needed to put our data in place and be able to analyse every little aspect of our business as we wanted. We used to collect information on our sales using paper surveys and analyse data using dynamic tables in Excel. TaroWorks has given us the opportunity to upload sales surveys from our branches located in rural communities instantly and in our working language (Spanish). Nowadays we've been able to scale up and track more aspects of our business such as expenses, maintenance records and daily activity logs. In addition to every feature this application has to offer, TaroWorks has an exceptional support team who has helped us design the platform to our needs and solves every inquiry with an amazing response time and is super easy for field agents to pick up. Extremely recommended application!