Resource OptimizerTM

Empower your resource managers within Salesforce. Resource Optimizer lets you

Allocate – Generate work and allocate work to any resource based on skills and availability

Automate – Auto-create availabilities, get resource suggestions, and receive pro-active notifications.

Analyze – Analyze your resource utilization and allocation efficiency.

Features

Schedule & Dispatch

Let your dispatchers allocate any work originated from any Salesforce entity to your resources in any timezone. Whether it is allocating your work orders activities to your field employees or purchase orders to your back office employees, or allocating a lead activity to your expert teams, do it easily with highly customizable Resource Optimizer’s dispatch console.

Empower your resource managers to operate and manage resources in any timezone.

Cloud Sloka's Resource Optimizer Dispatch Console

Schedule & Dispatch

Let your dispatchers allocate any work originated from any Salesforce entity to your resources in any timezone. Whether it is allocating your work orders activities to your field employees or purchase orders to your back office employees, or allocating a lead activity to your expert teams, do it easily with highly customizable Resource Optimizer’s dispatch console.

Empower your resource managers to operate and manage resources in any timezone.

Resource Optimizer Appointments | Cloud Sloka

Flexible Appointments

Whether it’s a customer request for a fixed 15min, 30min, 45min or a custom time of 22/52min, capture with ease on Resource Optimizer’s Appointment console. With intelligent cache techniques, Resource Optimizer avoids double booking and facilitates resource to block time before and after an appointment.

Analytics

Resource Optimizer’s custom dashboards and reports provides detail insights into your operations and lets you make smarter decisions for your workforce planning. Resource Optimizer auto calculates your resource utilization in multiple frequencies and provides a downloadable dashboard view of your overall organization resource utilization. Out of the box reports gives you an overview of how your resources are categorized and how your work is being allocated and distributed.

Salesforce Resource Optimizer Analytics | Cloud Sloka

Analytics

Resource Optimizer’s custom dashboards and reports provides detail insights into your operations and lets you make smarter decisions for your workforce planning. Resource Optimizer auto calculates your resource utilization in multiple frequencies and provides a downloadable dashboard view of your overall organization resource utilization. Out of the box reports gives you an overview of how your resources are categorized and how your work is being allocated and distributed.

Resource Optimizer Suggestions Console | Cloud Sloka

Intelligent Automation

Resource Optimizer’s intelligent engine provides resource suggestions for your work, automates the work allocation and provides resources for your work demand. Whether you’re an SMB or an enterprise, Resource Optimizer’s engine will help in managing your work with ease and simple 

Mobile First

Get ready for the fourth industrial revolution by truly going mobile. Empower your resources to captures signatures, upload files, and captures absences all within Salesforce mobile. Custom calendars and push notifications enable your resources to deliver work in time. Let your resources navigate to their destinations with Google/Apple maps.

Mobile Workforce Management Market | Cloud Sloka

Mobile First

Get ready for the fourth industrial revolution by truly going mobile. Empower your resources to captures signatures, upload files, and captures absences all within Salesforce mobile. Custom calendars and push notifications enable your resources to deliver work in time. Let your resources navigate to their destinations with Google/Apple maps.

Resource Availability Management Services |Cloud Sloka

Time Tracking

Manage Shifts and time sheets with Resource Optimizer’s time tracking. Easily configure business rules, captures resource preferences and integrate with HR systems to capture the resource availability.

Salesforce Native Application

Resource Optimizer is built on the Salesforce platform leveraging the best of lightning platform capabilities. Being Salesforce native means all your data resides in your Salesforce instance and is secured by Salesforce enterprise-grade security. Integrating with Resource Optimizer is as simple as integrating with your Salesforce standard and custom objects.

Salesforce Native Application | Cloud Sloka's Resource Optimization

Salesforce Native Application

Resource Optimizer is built on the Salesforce platform leveraging the best of lightning platform capabilities. Being Salesforce native means all your data resides in your Salesforce instance and is secured by Salesforce enterprise-grade security. Integrating with Resource Optimizer is as simple as integrating with your Salesforce standard and custom objects.

Pricing

FAQs

Is there a minimum license requirement?

Yes, you have to purchase a minimum of 2 RO Scheduler Licenses and 5 RO Resource licenses.

How many Admin licenses do I get for every purchase?
you’ll receive 2 RO Admin licenses for free. Additional licenses can be purchased.
How many free RO Service Rep licenses do I get for each RO Scheduler license purchased?

Five, Our team would allocate these licenses to your account post your purchase.

Do I need to have a Salesforce license for every user that I want to assign RO license?
Yes, Users need to have a salesforce license assigned before you assign RO License.
Do you accept monthly billing?
No, we don’t accept monthly billing.
Do you provide Support?
Yes. A standard support plan is included along with every purchase. Contact Us for more details.
Do you provide discounts for non-profits?

Yes, 20% Discount is provided for non-profit organizations. Please contact us to get your unique coupon code.

Can I buy more licenses during the billing period ?
Yes, you can purchase more licenses during the billing period. A prorated value of the licenses cost will be charged for the remaining of your billing period.
Can we get more licenses during trial period? Can we extend trial period?
Yes, Contact us for an extension or more trial licenses. The Trial version includes 20 licenses (5 Admins, 5 Schedulers, 5 Resources, 5 Service Reps)

Documents to help you get started

Download RO User Guide | Cloud Sloka

RO Data Sheet

Resource Optimizer Datasheet is intended to give you a high-level overview of the capabilities of the application.

Download

Download RO Setup and Guide | Cloud Sloka

RO User Guide

Resource Optimizer User guide is intended for both technical and business audiences to help understand how to use the application post installation.

Download

Download RO Data Sheet | Cloud Sloka

RO Setup & Admin Guide

Resource Optimizer Setup and Admin guide is intended for Salesforce admins and developers to help install and configure the application.

Download

Watch a Demo