Updated on June 5, 2024

·

Created on September 28, 2019

TaroWorks offline CRM

TaroWorks offline CRM is a data collection tool designed to aid in fieldwork operations.

Developed By
  1. Taroworks
Tested By
  • iDE
  • Sistema.bio
  • Village Enterprise
Content Partners
Unknown

Author

Product Description

TaroWorks offline CRM is an app that helps workers in the nonprofit sector manage their field operations. Fieldworkers can collect data in low connectivity settings, analyze metrics, and access reports and historical data including video and text content. TaroWorks helps track fieldworkers’ performance.

Target SDGs

SDG 1: No Poverty

SDG 9: Industry, Innovation and Infrastructure

Target Users (Target Impact Group)

Distributors / Implementing Organizations

TaroWorks was launched by the Grameen Foundation in 2013, and has been implemented by over 100 social enterprises and nonprofit organizations across more than 40 countries, as of July 2019.

Competitive Landscape

Direct competitors include Epicollect5 and Open Data Kit.

Manufacturing/Building Method

N/A

Intellectural Property Type

Trademark

User Provision Model

The demo app can be downloaded for free on Google Play. The commercial version is available via TaroWorks representatives.

Distributions to Date Status

TaroWorks has been implemented by over 100 social enterprises and nonprofit organizations across more than 40 countries, and has over 5,000 mobile users.

Mobile service required

Intermittent only

Device(s) required

Android device

Additional features required

TaroWorks connects remote field staff to Salesforce.com

Permanent network connectivity required

No

Type of applications for data collection

Android app

Level of mobile data coverage needed

3G (intermittent)

Type of data collected

Field data that is collected offline and uploaded to the cloud once connectivity is available

Usage rate (%)

1000+ downloads of the DEMO version

5000+ mobile users Interview with representative

Literacy support

No

Languages available

Via Salesforce’s Translation Workbench, which supports several languages

Operating system and version

Android 2.3.3 and above

Power Requirements

None

Application of mobile data collection

Fieldwork management for nonprofit organizations

Design Specifications

TaroWorks helps nonprofit organizations track fieldworkers' performance by connecting remote fieldworkers directly to Salesforce. It allows teams to use Salesforce online. TaroWorks is designed on following principles:

  • Individualized data ownership: each fieldworker is assigned specific records.
  • Offline cloud access: remote fieldworkers have access to records from the offline CRM platform, and can upload their data once connected to the Internet.
  • Performance management: each fieldworker can be assessed individually.

Product Schematics

Technical Support

Each customer can receive up to 1 hour of free support per month. Different packages of professional support are available, ranging from initial training to ongoing consulting.

Replacement Components

N/A

Lifecycle

N/A

Manufacturer Specified Performance Parameters

TaroWorks aims to improve data collection, monitoring, sales and inventory management in the field.

Vetted Performance Status

Sistema Biobolsa used TaroWorks to improve their processes while expanding operations, and concluded that 86% of their biodigesters work perfectly and 95% of biodigesters meet expectations. Village Enterprise fieldworkers used TaroWorks for program monitoring and measured indicators such as increased household savings and decreased poverty likelihood for participating households. With help of data collected using TaroWorks, iDE Global sold over 140,000 units in just two and a half years and expected to sell more than 223,000 in the next three years.

Safety

N/A

Complementary Technical Systems

N/A

Academic Research and References

Nique, M.R. and Smertnik, H., 2016, The Role of Mobile in Delivering Sanitation Services, Broken Pumps and Promises, Springer, pp. 179-194.

Miller, N. and Jean, L.P., 2019, SOIL-Building a Sustainable Citywide Sanitation Service, Sustainable Sanitation Practice.

“Our Clients Have Proven Success with TaroWorks’ CRM.” 2016. TaroWorks. September 7, 2016. https://taroworks.org/clients/

“TaroWorks’ CRM Has Pricing Plans That Scale Up as You Do.” 2016. TaroWorks. August 5, 2016. https://taroworks.org/pricing/

“Goal 1.” n.d. Sdgs.Un.Org. Accessed May 28, 2024. https://sdgs.un.org/goals/goal1

“Contact the TaroWorks’ Team.” 2016. TaroWorks. August 5, 2016. https://taroworks.org/contact-us/

“Our Clients Have Proven Success with TaroWorks’ CRM.” 2016. TaroWorks. September 7, 2016. https://taroworks.org/clients/

“Salesforce Offline: TaroWorks Extends CRM to Field with Mobile App.” 2016. TaroWorks. August 5, 2016. https://taroworks.org/salesforce-offline/

“Supported Languages.” n.d. Salesforce. Accessed June 5, 2024. https://help.salesforce.com/s/articleView?id=sf.faq_getstart_what_languages_does.htm&type=5

“What Is the Difference between Paid Ongoing Consulting and Free TaroWorks Support?” n.d. TaroWorks Support Center. Accessed June 5, 2024. https://taroworks.zendesk.com/hc/en-us/articles/360025460812-What-is-the-Difference-between-paid-Ongoing-Consulting-and-Free-TaroWorks-Support

“TaroWorks’ CRM Has Pricing Plans That Scale Up as You Do.” 2016. TaroWorks. August 5, 2016. https://taroworks.org/pricing/#prof-services 

Chang, Elaine. 2016. “Offline Mobile CRM Webinar: Recap & Video.” TaroWorks. November 15, 2016. https://taroworks.org/offline-mobile-crm-webinar-recap/

“Village Enterprise Has Proven Successful with TaroWorks’ CRM.” 2016. TaroWorks. September 22, 2016. https://taroworks.org/village-enterprise-client-profile/

“IDE Has Proven Success with TaroWorks’ CRM Software.” 2016. TaroWorks. September 2, 2016. https://taroworks.org/ide-case-study/

“Case Studies.” 2016. TaroWorks. August 5, 2016. https://taroworks.org/case-studies/

Compliance with regulations

Unknown

Evaluation methods

Taroworks has been evaluated for forecasting demand for products in the WASH sector.

Other Information

Case studies published on TaroWorks website

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