Resource Optimizer TM | Cloud Sloka

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

Dispatch Any Record

RO’s Dispatch Console allows you to dispatch any record and assign it to available skillful resources. RO allows you to perform dispatch activity in any timezone. With RO, having a work order is optional, thus reducing your technical debt.

Cloud Sloka's Resource Optimizer Dispatch Console

Dispatch Any Record

RO’s Dispatch Console allows you to dispatch any record and assign it to available skillful resources. RO allows you to perform dispatch activity in any timezone. With RO, having a work order is optional, thus reducing your technical debt.

Resource Optimizer Appointments | Cloud Sloka

Manage Appointments

Stop Using the world clock and avoid confusion while booking appointments. RO’s Appointment Console enables your service representatives to book appointments in any timezone. No more hassle when your customers, SMEs, and service representatives are in different timezones.

Resource Analytics

Alongside the Salesforce Report & Dashboards, use RO custom reports to make the right workforce planning decisions. View your resource utilization in daily, weekly, and monthly frequencies.

Salesforce Resource Optimizer Analytics | Cloud Sloka

Resource Analytics

Alongside the Salesforce Report & Dashboards, use RO custom reports to make the right workforce planning decisions. View your resource utilization in daily, weekly, and monthly frequencies.

Resource Optimizer Suggestions Console | Cloud Sloka

Resource Suggestions

RO Suggestions Console makes you smarter than ever. Let RO do the job of fetching the right resource based on availability to allocate to your records.

Mobile First Strategy

RO’s mobile-first strategy will let your resources perform all their operations within the Salesforce mobile app. Whether it is updating the allocation, capturing a signature, uploading pictures and files, or navigating to a location, RO has all of them out of the box.

RO also has a custom-built mobile calendar to display all your data on a single easy-to-use calendar interface.

Mobile Workforce Management Market | Cloud Sloka

Mobile First Strategy

RO’s mobile-first strategy will let your resources perform all their operations within the Salesforce mobile app. Whether it is updating the allocation, capturing a signature, uploading pictures and files, or navigating to a location, RO has all of them out of the box.

RO also has a custom-built mobile calendar to display all your data on a single easy-to-use calendar interface.

Resource Availability Management Services |Cloud Sloka

Resource Availability

Whether you want to integrate your HR systems or implement business rules for resource availability, keep it simple and easy with RO.

Salesforce Native Application

RO 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 RO is as simple as integrating with your Salesforce standard and custom objects.

Salesforce Native Application | Cloud Sloka's Resource Optimization

Salesforce Native Application

RO 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 RO 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 two RO Scheduler Licenses and five 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 bought?
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 to 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