Examining Visit Management

Objective

After completing this lesson, you will be able to explain the benefits of Visit Management

Visits Overview

The sales team plans and records site visits and related activities in Visits.

SAP Sales Cloud Version 2 helps create and record interactions related to customer visits.

The Visits page offers an overview of ABC Corp. It includes details of a scheduled company visit, the timeline, and the meeting location. Also, it shows the objectives and a note in the general tab.

Create and Execute Visits

The Visits Landing page highlights a list of Visits, a quick filter based on Account, Status, Visit Type, Owner, and Start Date. It also highlights filters to search, create, and add notes.

Visits - Landing Page

  1. Visits list: List of Visits.
  2. Visits Quick Filter: Filter Visits based on Account, Status, Visit Type, Owner, and Start Date.
  3. Search: Search Visits.
  4. Create: Create Visits.
  5. Notes: Add quick notes from the Visits landing page.

Create Visits

The New Visits tab highlights the creation of a new visit by entering details such as visit type, subject, account, primary contact, date/ time, and options to save the information.

Let's check the key Features:

  • Create Visits in SAP Sales Cloud Version 2 from the Visits work center or the relevant entities, such as Opportunities, the Activity Manager, and the Calendar.
  • Assign needed or voluntary activity plans to Visits, including preset surveys and tasks, to help execute Visits efficiently.
  • Add surveys and tasks manually in SAP Sales Cloud Version 2, using New Task/New Survey/Add Objectives.

Execute Visits

The Visits page highlights the timeline with details for the Cbont company visit. It also highlights the dates and times for check-in and check-out, and the objectives through Tasks and Surveys in the Visit.
  1. Timeline: In a Visit, view a chronological list of interactions with the customer you're visiting, and navigate to the objects as needed. Use the timeline view to gain a deeper understanding of the customer's business context, improving the execution of visits.
  2. Check In/Check Out: Check-in captures the date and time of the visit and opens the Visit for editing, allowing the recording of Visit details in the system. Check-out captures the end of the visit and marks it as complete.
  3. Complete Objectives: Record details of the customer site visit by working through the Tasks and Surveys in the Visit.

Visits - Follow-up

The Visits page highlights the visit follow-up for Cbont, including the tabs to create tasks, visits, appointments, and sales quotes.

Create a follow-up item if you find the customer needs extra visits or follow-up tasks.

Create and Execute Visits

Let’s watch this video to learn how to create and execute Visits.

Summary

This lesson highlighted these main points:

  • Flexible Visit Creation: Create Visits from the Visits work center, related entities. It includes opportunities and tools, such as the Activity Manager and Calendar, that make planning simple.
  • Structured Activity Plans: Visits include predefined mandatory or voluntary tasks and surveys, assigned by administrators or added manually to guide and track customer interactions effectively.
  • Execution and Tracking: The Timeline view offers a full history of customer interactions, while Check-in/Check-out functionality enables correct logging and real-time visit updates.
  • Follow-up Management: After a visit, sales reps easily create follow-up visits or tasks based on customers' needs, supporting continuous engagement and relationship building.

Learning

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