Help your teams share information gathered during customer visits, such as competitor products, selling strategies, and new campaigns, so they can better tailor assortments to customer needs.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled. |
Collaboration includes:
- Enterprise Social Network
- Approvals
- Notifications and Tasks
- Supervisors Travel with Sales Rep
- Shared Notes and Customer Tasks
- Time and Break Documentation
- Approvals in Retail Execution
You can use approvals to control your business processes. Approvals allow a supervisor to approve, reject, or reassign business transactions. You can also set up approvals for specific order types. For example, return orders can be honored only if they are approved by a supervisor. - Notifications and Tasks in Retail Execution
An effective communication and collaboration channel is important for your teams’ success. Field reps, supervisor, and head office users can work from different locations. As a result, they require a communication channel to share information such as business strategies, selling messages, team updates, customer-related information, and user-specific tasks. Effective communication across the team motivates team members and improves internal processes, in-store preparation, and task completion. - Supervisor Travel with Sales Rep
As a supervisor, accompany your sales reps on visits to observe their behavior, coach them, and handle customer decisions that are beyond a rep's responsibilities. These joint visits help train your reps. - Shared Notes and Customer Tasks
Sharing customer-related information across the team creates transparency and ensures customer satisfaction. Customer tasks such as customer inquiries, issues, and concerns are shared across the field force team and back-office personnel to ensure transparency. - Time and Break Documentation
Time tracking is an important process to monitor the time utilization of a sales team to analyze productive and unproductive time.