Visit preparation features for sales reps
Key Takeaway
In the Agentforce Consumer Goods offline mobile app, sales reps review their scheduled visits for a day in the User Cockpit (Your Day). The User Cockpit is the default landing page, and it lists the visits and appointments that the supervisor or head office planned.
Visit preparation is the set of Agentforce Consumer Goods features that sales reps use to plan their store visits in detail before they go. Reps review the schedule their managers planned, adjust it, add visits when needed, and plan efficient routes with maps. Most of this work happens in the User Cockpit of the Agentforce Consumer Goods offline mobile app.
What visit preparation includes
Visit preparation is available in Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Agentforce Consumer Goods enabled. Three features support visit preparation:
- Configurable activity plans: reps customize and personalize activity plans for every campaign. Tasks, surveys, and promotion documents are easy to reach, so reps can focus on the activities that matter most at each store.
- Route and visit optimization: uses GPS and Google maps on mobile devices. Reps can view, search, and filter store locations by visit frequency, history, priority, or account classification.
- Integrated map and stores view: reps use it to optimize their route plans. Reps can also add events to their calendar directly from accounts and contacts. Those appointments then appear in the Agentforce Consumer Goods offline mobile app.