Action plan templates, visit tasks and KPIs for partner visits
Key Takeaway
A Generic Visit Task is the work, a Generic Visit Task Context gives the task a focus, and a Generic Visit Key Performance Indicator stores the expected and actual values for a metric on that context. Action plan templates bundle tasks so you can reuse them across visits.
Partner Visit Management in Agentforce Manufacturing lets sales managers plan visits to distributor and partner locations. Field reps then carry out those visits on their mobile devices. Visit tasks define the work done during a visit. Assessment Indicator Definition and Generic Visit Key Performance Indicator records define what gets measured. Action plan templates bundle commonly repeated tasks so you can reuse them across many visits.
What partner visits are for
Sales managers use Partner Visit Management to schedule visits to partner and distributor locations. They use the visits to:
- Monitor performance.
- Hold periodic check-ins.
- Run trainings.
- Upsell and cross-sell products.
- Follow up on sales agreement renewals and warranty expirations.