Working with Intelligent Sales incorporates three types of activities. The optimal way
to use Intelligent Sales is to divide and conquer these activity types with different user
personas.
Required Editions
|
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health Cloud
or Life Sciences Cloud
|
| User Persona |
Responsibilities |
| Data Setup - Salesforce Admin |
The Salesforce admin sets up the org with the right data. For instance, they create records
for account and inventory locations with the right attributes and a compatible address
format. |
| Visit Planning and Inventory Management - Sales Ops |
The sales ops team creates visits with the right resources, the right products, and the
right assessment tasks. The team anticipates shortfalls in the visits they create, and
proactively requests product transfers when shortfalls happen. Inventory management
responsibilities can also be shared with sales reps. |
| Visit Execution - Sales Reps |
The sales reps make site visits to fulfill their surgical case orders and perform visit
tasks defined in the visit. They rely solely on the mobile app for these visits. |
