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            Build Distributor Relationships with Partner Visit Management in Manufacturing Cloud

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            Build Distributor Relationships with Partner Visit Management in Manufacturing Cloud

            Partner Visit Management helps sales managers in your company schedule visits to partner and distributor locations. Sales managers can use those visits to monitor performance, arrange for periodic check-ins, conduct trainings, upsell and cross-sell products, and follow up on sales agreement renewals and warranty expiration. With action plan templates, sales managers can create lists of tasks and associated assessment indicators that are commonly repeated across multiple visits. Then field reps can use action plans to perform the tasks associated with a visit and capture metrics on their mobile devices.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            • Partner Visit Management Workflow
              Using Partner Visit Management in Manufacturing Cloud, admins create the tasks to be performed during visits, specify their context, define the metrics to be captured, and create action plans. Sales managers create visits, assign field reps to visits, and associate action plans to visits. Field reps perform tasks and capture metrics during the visits.
            • Set Up Partner Visit Management
              To get started with Partner Visit Management, enable it in Setup and assign users the appropriate permission sets. Manufacturing Cloud comes with separate page layouts for sales managers and field reps with components that address their unique business requirements. Typically, sales managers use the Salesforce desktop site to schedule visits and field reps use the Salesforce mobile app on their mobile devices to perform visits.
            • Plan Effective Visits to Partners
              Track and manage the performance of distributors in your territory. Sales managers can plan visits for their field reps to visit distributor locations, assign tasks to be performed in a visit, and define metrics to capture during a visit. After a visit is complete, you can compare the expected metrics versus the actual metrics for the key performance indicators you defined and then take necessary actions.
            • Execute Visits and Perform Tasks
              The Partner Visits mobile app helps field reps stay organized while they juggle their tasks. The app provides a complete view of the most relevant, actionable information on a mobile device without logging into multiple systems. Field reps can focus on the visits for each day, view key information for each visit, perform tasks, capture metric values, and take notes on the go within the context of the tasks.
             
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