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            The Typical Day of a Sales Ops Person Using Intelligent Sales

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            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.

            Required Editions

            Available in: Lightning Experience

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

            You can perform all of these tasks from the comfort of your desk using the Intelligent Sales desktop app.

            Here’s How Intelligent Sales Helps You Through the Day

            • Schedule Visits for Product Orders
              When you receive a product order from a provider, create a surgical case visit for it and assign a sales rep to fulfill that visit. You can schedule visits from the Intelligent Sales home page on the desktop app.
            • Make Up for Shortfalls with Product Transfers
              Let’s say that you notice a product shortfall for one of the visits you’ve scheduled. You can request someone within the range of 50 miles (80.47 km) to 5000 miles (8047 km) to transfer some inventory to make up for the shortfall.
            • Schedule Planned Cycle Counts for Inventories
              As part of sales ops, you’re responsible for scheduling regular cycle counts for inventories. These cycle counts help reduce discrepancies between your records and actual inventory numbers, which in turn reduces product write-off costs and makes sure your reps have fewer surprises during their visits.
             
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