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Resource Optimizer™ - Workforce Management | Appointments| Resource Scheduling

Scheduling Simplified on Salesforce

Overview

Resource Optimizer™ (RO) is a native Salesforce solution to address all your scheduling and resource management needs. Schedule work from Any Object, Allocate to the right-skill Resources, in any Time Zone; all within a single Salesforce application.

See How Resource Optimizer™ - Workforce Management | Appointments| Resource Scheduling Works

Boost Resource Management: ✔ Create work from any Salesforce object ✔ Allocate skilled and available resources ✔ Schedule/Reschedule appointments globally ✔ Easy interface ✔ Intelligent suggestions and analytics
Better Resource Experience: ✔ Mobile-optimized with Salesforce App ✔ Notifications, E-Sign, File/Image uploads ✔ In-app Navigation (Google, Apple Maps) ✔ Mobile calendar for viewing tasks and appointments
Boost Operational Efficiency: ✔ Automated resource availability & utilization ✔ Resource utilization metrics (daily, weekly, monthly) ✔ Built-in Reports & Dashboards ✔ Easy to set up, customize and integrate.

Resource Optimizer™ (RO) is revolutionizing the traditional approach to resource management and work allocation. With RO, you'll experience enhanced process and operational efficiencies, as well as a better user experience. Designed to enable your business to get work done from any object, leverage the right resources, and operate in any time zone; all within a single Salesforce application. Key functionalities include: Dispatch Console: All your master data and resource availabilities in one interface, making it easy to manage and allocate work to your resources. Appointment Console: Your service representatives can book appointments in any timezone, making it easy to manage and allocate work to your resources. Suggestions Console: Empower your resource managers with resource suggestions based on eligibility and availability. Mobile Calendar: Display all your allocations, reservations, and reschedule requests on an easy-to-use calendar interface. Security: An added layer of security controls visibility and defines who dispatches what. Analytics: Equipping your resource managers with utilization data for efficient workforce planning. Transform your business with RO.