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CONCLO - Sales Visit and Activities Planner for Field Team

By CONCLO Technologies Private Limited

Easily plan, schedule and track visits and activities for field sales team

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Free  

Never requires payment

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Industries
Automotive
Engineering, Construction, & Real Estate
Manufacturing
Business Need
Sales
Enterprise Resource Planning
Field Service
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

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

  • Product Demo

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
Uses only standard Salesforce features and there is no dependency with any external systems or any partner solutions. This is standalone solution for tracking visit activities. This can be completely installed for free in any Salesforce org

App Details

Version
CONCLO Visit Planner/ver 1.0 1.0.0
Listed On
08/30/2023
Latest Release
08/30/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 5
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/21/2023

Additional Details

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

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CONCLO Technologies Private Limited

India

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