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            User Personas for Intelligent Sales

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            User Personas for Intelligent Sales

            Working with Intelligent Sales incorporates three types of activities. The optimal way to use Intelligent Sales is to divide and conquer these activity types with different user personas.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud
            User Persona Responsibilities
            Data Setup - Salesforce Admin The Salesforce admin sets up the org with the right data. For instance, they create records for account and inventory locations with the right attributes and a compatible address format.
            Visit Planning and Inventory Management - Sales Ops The sales ops team creates visits with the right resources, the right products, and the right assessment tasks. The team anticipates shortfalls in the visits they create, and proactively requests product transfers when shortfalls happen. Inventory management responsibilities can also be shared with sales reps.
            Visit Execution - Sales Reps The sales reps make site visits to fulfill their surgical case orders and perform visit tasks defined in the visit. They rely solely on the mobile app for these visits.
             
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