Visit Preparation

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.

To prepare for their visits, sales reps can use these features:

• Configurable activity plans: To maximize productivity, sales reps can customize and personalize activity plans for every campaign. With easy access to tasks, surveys, and promotion documents, sales reps can focus on the most pertinent activities at every store.
• Route and visit optimization: Sales reps can use GPS and Google maps on mobile devices for route optimization and visit planning. They can view, search, and filter store locations based on visit frequency, history, priority, or account classification.
• Integrated map and stores view: By using the integrated view of maps and stores, sales reps can optimize their route plans and plan their store visits better.

Sales reps can add events to their calendar directly from accounts and contacts. These appointments are then available on the Consumer Goods Cloud offline mobile app. When sales reps sync their device, they can view active promotions, activities to be performed, updated calendar information, and nearby stores.

• Calendar Planning
  Depending on the market and different sales and service teams, you can use different visit planning approaches. The management team can fully drive the planning process based on the defined planning criteria or predefined trip list, but sales reps can also plan visits. With the option to plan visits, as a sales rep, you can adjust your visit schedule for a day or a week. Common planning options are planning with integrated trip lists or job lists, or creating unplanned visits to accommodate a plan or a customer.
• Visit Schedule Review
  Sales reps can access and review their scheduled visits for a day from the user cockpit. The visit schedule shows all visits and other appointments that your supervisor or head-office planned and serves as a base for further planning.
• On Demand Visit Creation
  Sales reps must be flexible to accommodate new visit requests either due to changes in the business scenario or to cater to a prioritized customer or urgent activities. To accommodate these requests, sales reps must set up on-demand visits.
• Route and Traffic Information for Scheduled Visits
  With Optimized Routes, get the best visit sequence to reduce visit time and plan additional visits. The maps provide store locations with the route for a day. With optimized routes and real-time traffic updates, sales reps can react to potential road works or traffic jams and avoid any delays in their schedule.