Understanding Visit Management

Sales team can plan and record site visits and related activities using Visits.

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

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: You can add quick notes from the Visits landing page.

Key Capabilities

• In SAP Sales Cloud Version 2 you can create Visits from Visits work center or from the relevant entities such as Opportunities. You can also create Visits from Activity Manager and Calendar.
• Visits can have mandatory or voluntary activity plans such as surveys and tasks predefined and assigned by your administrators to help execute visits efficiently.
• Surveys and tasks can be added manually using New Task/New Survey/Add Objectives.

1. Timeline: In a Visit, you can view a chronological list of interactions with the customer you are visiting, and navigate to the objects as needed. With the timeline view, you can gain deeper understanding of the customer's business context that helps you better execute the visits.
2. Check In/Check Out: Checking in captures the date and time of the visit and opens the Visit for editing, which allows you to record information about this Visit in the system. Check out captures the end of the visit and marks it as complete.
3. Complete Objectives: Record details of your customer site visit by working through the Tasks and Surveys in the Visit.

In SAP Sales Cloud Version 2, you can create a follow-up item if you discover that the customer needs additional visits or follow-up tasks.

Creating and Executing Visits

In this video, you will learn about creating and executing Visits :