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Set Up Intelligent Sales
Maximize productivity for your sales teams by giving them the tools required to efficiently plan and execute their surgical case visits and cycle counts. Give your teams valuable insight into field inventory and impacted revenue, with visits-based product availability projections.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud |
If someone has a product shortfall, they can request a product transfer from a nearby inventory. Reps can also blaze through cycle counts with fewer errors using their mobile devices.
- 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. - The Intelligent Sales Data Model
Intelligent Sales uses many objects to work its magic for your sales teams. But not all user roles interact directly with these objects. Admins interact with them more than sales reps or other field-oriented roles. - Visit Types in Intelligent Sales
Intelligent Sales helps your sales reps and sales operations teams schedule visits for your business. Visits can be either surgical case visits for your reps to sell their products, or cycle count visits for your reps to audit their inventories. Visit types are created using the Work Type object. - Enable Intelligent Sales
Before your users can use Intelligent Sales, you must enable the Intelligent Sales and Visit Inventory Management org prefs in your Salesforce org. - Assign Permission Sets for Intelligent Sales
Assign the Action Plans and Industries Visits permission sets to your users so that they can use Intelligent Sales. Also assign the Health Cloud Starter (for Life Sciences Cloud) or Health Cloud Foundation (for Health Cloud) permission set. - Set Up Visit and Inventory Access
Set up the right object permissions so that users access just the visits and inventories they’re responsible for. You can use Sharing Settings and custom Apex triggers to set up access. - Use External Data Sources for Expected Quantity in Cycle Counts
Expected quantities in cycle counts are automatically calculated from product item records in Intelligent Sales. However, if you need to use external data sources for these numbers, use our IFetchInventoryCount Apex Interface with your own custom Apex classes and methods. - Configure the Page Layouts and Picklist Values for Product Transfer, Product, and Location
Configure the page layouts of Product Transfer, Product, and Locations, and add picklist values for different location types. You must make these changes before your users start using Intelligent Sales. - Set Up Data for Intelligent Sales
To help your users get the most out of Intelligent Sales, make sure that your Salesforce org is set up with the right data. - Intelligent Sales Sample Flows for Field Inventory Management
Manage your serialized inventories using the Intelligent Sales Sample Flows for Field Inventory Managements. Capture and fulfill product requests and ensure all products are accounted for by performing cycle counts with built-in business processes designed to optimize field inventory management. To ensure that the flows meet your business’ unique needs, flows are customizable. - 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.
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