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VisitOps
The only full-featured visit/briefing management app native to Salesforce.
Overview
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.
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.
The VisitOps app empowers you and your visit team to design the process of your dreams. You no longer have to squeeze your process into a one-size-fits-all piece of software. From workflow rules and templates to task automation, VisitOps gives you the tools you need to bring your best ideas to life. •Leverage existing SFDC data to streamline the request process, improve data integrity and generate meaningful, high-impact reports •View room bookings and agenda sessions on the custom VisitOps calendar •Use Agenda Builder to click and drag sessions, invite and track presenters, customize topics and order catering •Add your branding and track pre-visit, post-visit and decision surveys for customers, presenters and visit owners •Use standard visit types for visits and briefings, events, community visits, off-site visits and internal meetings, or create your own •Standardize planning and operations at all visit locations •Utilize work dashboards to manage activities, level workloads and identify issues •Streamline communication using automated emails, tasks and approvals •Use Chatter for real-time conversations and planning •Seamlessly integrate suppliers into your process
Categories
- Business Needs
- Event Management
- 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.
- No LimitsLightning ReadyManaged Package