Einstein Visit Recommendation versus Visit Task Recommendation
Key Takeaway
Einstein Visit Recommendation suggests which stores field reps visit each day. Einstein Visit Task Recommendation suggests which tasks reps do during a store visit, and in what order.
Einstein Visit Recommendation and Einstein Visit Task Recommendation are two Einstein features in Agentforce Consumer Goods for sales managers who plan work for field reps. Einstein Visit Recommendation answers "Which stores should reps visit?" Einstein Visit Task Recommendation answers "What should reps do once they are in the store?" For both features, Einstein suggests the work, and the manager decides what to schedule.
Which stores versus which tasks
The two features suggest different things, and they weigh different things to make their suggestions.
| Einstein Visit Recommendation | Einstein Visit Task Recommendation | |
|---|---|---|
| What it suggests | The right stores for field reps to visit each day within a planning window | The right set of tasks for a store visit, and the order to do them in |
| What it weighs | Criteria such as store priority, territory performance and current quarter sales performance | Work such as replenishing out-of-stock products and checking promotion compliance |
Task recommendations prioritize in-store work this way to increase share of shelf, maximize in-store sales and optimize promotional returns.
The right feature depends on the decision the manager faces.
If you manage a large team that covers many stores, and you must decide which stores reps focus on each day within their limited working hours...
Use Einstein Visit Recommendation to save time and meet targets.
If you are planning a visit and must decide which tasks are worth the rep's time...
Use Einstein Visit Task Recommendation so each visit is efficient.