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Set Up and Maintain Retail Execution
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            Team Collaboration

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            Team Collaboration

            With multiple teams working with different customers, collaboration is important to improve customer experience. Teams can collaborate to share information such as competitor products, a competitor’s selling strategy, or new campaigns that were identified during customer visits. When your teams collaborate, they have better information to tailor assortments to your customers’ needs, and as a result customer loyalty, business revenue, and overall shopping experience improves.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled.

            Collaboration includes:

            • Enterprise Social Network
            • Approvals
            • Notifications and Tasks
            • Supervisors Travel with Sales Rep
            • Shared Notes and Customer Tasks
            • Time and Break Documentation
            • Approvals
              You can use approvals to control your business processes. Approvals allow a supervisor to approve, reject, or reassign business transactions. You can also set up approvals for specific order types. For example, return orders can be honored only if they are approved by a supervisor.
            • Notifications and Tasks
              An effective communication and collaboration channel is important for your teams’ success. Field reps, supervisor, and head office users can work from different locations. As a result, they require a communication channel to share information such as business strategies, selling messages, team updates, customer-related information, and user-specific tasks. Effective communication across the team motivates team members and improves internal processes, in-store preparation, and task completion.
            • Supervisor Travel with Sales Rep
              As a supervisor, you must work closely with your team to improve the visit execution process. One such option is to travel with your reps during a visit. By accompanying your sales rep, you can understand a sales reps’ behavior during visits and then train them accordingly. Also, for customer inquiries that require a decision that’s beyond a sales rep’s responsibilities, supervisors must accompany a sales rep. Generally, as a supervisor you’ve to execute these visits, but sometimes a joint visit helps your reps learn how to deal with such situations.
            • Shared Notes and Customer Tasks
              Sharing customer-related information across the team creates transparency and ensures customer satisfaction. Customer tasks such as customer inquiries, issues, and concerns are shared across the field force team and back-office personnel to ensure transparency.
            • Time and Break Documentation
              Time tracking is an important process to monitor the time utilization of a sales team to analyze productive and unproductive time.
             
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