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            The Typical Day of a Sales Rep Using Intelligent Sales

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            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.

            Required Editions

            Available in: Lightning Experience

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

            Sometimes, you schedule visits for yourself if something comes up when you’re out on the job. And if you notice something’s not right with your inventory, you schedule ad hoc cycle counts instead of waiting for the next planned one. You can do all this from the convenience of your mobile device using Intelligent Sales on the Salesforce mobile app.

            Here’s How Intelligent Sales Helps You Through the Day

            • Schedule Visits on the Go
              Schedule a surgical case visit while you’re on the road from the My Visits page of the mobile app.
            • Request a Product Transfer on the Mobile App
              When you have a shortfall for any product, you can request a sales rep within 50 miles (80.47Km) to transfer inventory to you.
            • Receive Products from Transfer Requests
              After a fellow rep accepts your product transfer request, you receive the inventory from them and close the transfer request.
            • Perform Visits with the Mobile App
              After you reach the account location, start the visit from your mobile app, complete the tasks listed in the action plan, and end the visit.
            • Schedule Ad Hoc Cycle Counts
              When you have a high value visit coming up, you typically want to verify that inventory’s accurate. But if don't have the time to wait until the next planned cycle count comes around, you can always schedule ad hoc cycle counts from the Cycle Counts page on the mobile app.
            • Perform Cycle Counts with the Mobile App
              Complete the cycle counts assigned to you using Intelligent Sales on the Salesforce mobile app. The Cycle Counts page shows your assigned counts. And you don’t have to worry about looking up the latest expected numbers for your products because Intelligent Sales automatically pulls in all that data for you.
             
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