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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

Work Allocation

Image 1 of 6

Work Allocation

Pricing

Free, paid plans from $5 per user per month.

Resource Optimizer™ plans
PlanPriceBilled
Scheduler$25 per userMonthly
Resource$15 per userMonthly
Community User$5 per userMonthly

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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