Visit Planning

How can the Sales Rep plan its customer visits? What are the priorities of this week?

These are all typical questions Sales Reps need to answer for his retailers visit planning.

Salesforce platform allows to identify which are:

  • Personal Accounts
  • Active Promotions in the current or following weeks
  • Personal Account Promo Calendar
  • Personal Field actions

Salesforce users can also easily add events to the calendar with drag and drop operations directly from accounts and contacts. The appointments will be then available on tablet.