CONCLO - Sales Visit and Activities Planner for Field Team
Easily plan, schedule and track visits and activities for field sales team
Overview
Sales Visit Planner provides abilities for Sales Managers to Plan visits and activities using plan templates (like Sales Visit template) and scheduling them as per need. Scheduler avoids creation of similar activities manually for your field team
See How CONCLO - Sales Visit and Activities Planner for Field Team Works
Create Sales Visit and activities Template for reuse.
Define standard activities to be done for each of the visit plan template
Use template to assign visit activities to various field sales team
Track sales visits across various stages
Schedule various types of visits based on date range
Create multiple template for your sales and marketing team
Flexible appointment scheduling
Work on draft visit plan template until activation
Easy administration of categories and status
Easy to use solution to meet the needs to small and medium enterprises to plan and schedule visits. This application provides the ability to create Visit Activities templates and reuse the templates to schedule visits for your field service teams. Visit plans are placeholders for the managers to plan various visit activities. This saves time in recreating the same activities again and again. Instead, manager can reuse sample template and add only additional activities specific to the visit. Once the visit plan details are captured, users can define activity template for the plan. Live Example: Let’s say we are planning to create a sales visit plan and perform set of activities whenever the field service team visits the customer. Templates once defined can be reused for scheduling for different executives
Categories
- Business Needs
- SalesEnterprise Resource PlanningField Service
- Industries
- AutomotiveEngineering, Construction, & Real EstateManufacturing
- Personas
- Business Operations ManagerExecutiveSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyManaged PackageLightning App BuilderSalesforce Mobile