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VisitOps
The only full-featured visit/briefing management app native to Salesforce.
- Business Need
- Event Management
- Requires
- Sales Cloud
- Compatible With
- Sales Cloud
VisitOps simplifies the management of customer visits and briefings. Create visits, build agendas, invite and track presenters, send surveys and run reports. Visit and survey records instantly appear in Salesforce accounts, opportunities and contacts.
Highlights
Use VisitOps color-coded calendar feature to easily find and book available rooms for visits. You can overlay agenda sessions from Agenda Builder to see when customers will be in the room.
Quickly build custom agendas with the robust VisitOps Agenda Builder. Drag and drop agenda sessions on a timeline and add details to book rooms, order catering, invite presenters and track responses.
Create and send pre-visit, post-visit and decision surveys to customers right from the VisitOps app. You can also send surveys to presenters and visit owners. Responses are automatically added to contact records for easy tracking and reference.
Provider Details
VisitOps is a revolutionary business that provides consulting and technology solutions for organizations with visit and briefing programs. Through a combination of process design and a state-of-the-art App built on the Salesforce platform, VisitOps brings the first fully comprehensive solution to the marketplace for managing visit and briefing programs. Our mission is simple...to become the most innovative and trusted resource in the world for simplifying visit management.