Partner Visit Management for distributor and supplier visit requirements
Key Takeaway
Partner Visit Management covers visits to partner, distributor and supplier locations. Generic visit tasks hold the work, assessment indicator definitions set what to measure, and action plan templates let recurring visits reuse the same tasks.
Partner Visit Management is an Agentforce Manufacturing feature for planning, staffing and tracking visits to partner, distributor and supplier locations. Sales managers decide which tasks happen on each visit and which metrics to capture. Field reps do the tasks and record the metrics on a mobile device. After the visit, managers compare the expected metric values with the actual values to judge a partner's performance or compliance. When discovery outputs describe visit requirements like these, Partner Visit Management is the capability to map them to in the business design document.
Requirements that fit Partner Visit Management
Partner Visit Management fits requirements to do the following during visits to partner or distributor locations:
- Monitor distributor performance
- Hold periodic check-ins
- Run trainings
- Upsell and cross-sell products
- Follow up on sales agreement renewals and warranty expiration
Discovery outputs often describe the need as a pain point instead. Common pain points that point to Partner Visit Management include:
- No clarity on who visits which location or what to do there
- No consistent way to record and assess what reps gather
- Scattered data
- Inspections that are repeated at some sites and skipped at others