Case Study: Primary ITO boosts offline field CRM and course enrollments with Resco Mobile CRM

A Resco Case Study

Preview of the Primary ITO Case Study

Primary ITO votes Resco its best investment in 2015 with true offline mobile CRM

Primary ITO, an education management organization for the primary industries in New Zealand, faced significant challenges with its field advisors. These employees traveled constantly to farms and nurseries but were burdened with paper-based systems for course materials, enrollments, and contracts. This led to inefficiencies, lost information, and an inability to check real-time course availability or enroll apprentices on the spot. They partnered with Resco to implement its Mobile CRM solution to gain true mobility and digitize their operations.

The solution from Resco provided a fully customizable and user-friendly mobile CRM that worked seamlessly offline, a critical feature in areas with poor cellular reception. Primary ITO utilized it for real-time course enrollment, capturing photos and client data directly in the field, and efficient route planning. The in-house customization capability saved considerable money, and the staff voted it the company's best investment in 2015, citing major time savings and operational efficiency gains.


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