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            Use Intelligent Sales

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            3. Administer Life Sciences Cloud

            Use Intelligent Sales

            Intelligent Sales helps organizations that produce and sell medical devices to make their sales and inventory management processes more efficient. Sales ops teams can use the desktop app to schedule surgical case visits and cycle counts for their sales reps in the field. Sales reps can use the mobile app to schedule and perform their own surgical case visits and cycle counts.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited editions with Health Cloud or Life Sciences Cloud

            With Intelligent Sales, you get valuable features like visit-based shortfall projections, shortfall-based revenue-risk estimates, and location-based product transfer requests. The barcode scanner in the mobile app helps reps handle serialized products more efficiently during visits and counts. These tools help organizations reduce operational costs by reducing inventory write-off scenarios and projecting product shortfalls for scheduled visits.

            A sreenshot of the Intelligent Sales home page with a few visits, shortfall projections, and a transfer request.
            Note
            Note Intelligent Sales doesn’t work offline.
            • Introduction to the Intelligent Sales Mobile App
              The Intelligent Sales mobile app provides all the power of the desktop app on the go. Schedule and execute visits, and view important details about inventory projections, product transfers, and more—all from your mobile phone.
            • Shortfall Projections
              View shortfall projections for products that are part of the visits you’ve scheduled on the Intelligent Sales home page on the desktop app. If you’re on the mobile app, these projections are on the My Products page.
            • The Typical Day of a Sales Ops Person Using Intelligent Sales
              As a part of sales operations, you’re typically involved in supporting your sales reps so that they can perform at their best for your organization. You schedule visits for them based on the product orders your organization receives. You keep a close eye on inventories and if you see that a rep doesn’t have enough products for a visit, you arrange for a product transfer from a nearby inventory or another rep. And as part of the regular business operations at your organization, you also schedule planned cycle counts for your reps and their inventories.
            • The Typical Day of a Sales Rep Using Intelligent Sales
              As a sales rep, you’re mostly on the road, moving product for your organization. Because of your highly mobile work situation, you use Intelligent Sales on a mobile device. Your primary responsibilities are performing surgical case visits and the occasional cycle count. If you don’t have enough products for a visit, you request for a product transfer from someone nearby.
             
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