Resource Optimizer™
Workforce Management | Appointments| Resource Scheduling
By Resource OptimizerHuman Resources
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Free
- Paid plans from $5 per user per month
- Listed since
- 2021
About Resource Optimizer™
Scheduling Simplified on Salesforce
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.
Highlights
- 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.
Screenshots
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Pricing
Free, paid plans from $5 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Scheduler | $25 per user | Monthly | 30 days |
| Resource | $15 per user | Monthly | 30 days |
| Community User | $5 per user | Monthly | 30 days |
Customers with over 2 Schedulers can purchase additional licenses at 25 USD Per user. Visit www.resourceoptimizerapp.com for more details
The publisher offers discounts.
Compatibility
- Requires
- Sales Cloud
- Service Cloud
- Platform Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on April 22, 2021
- Industries
- Horizontal Product
- Education
- Energy
- Languages
- English
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