You are browsing glossary terms with label customer_visit

Activity Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

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An Activity in Salesforce.com is a standard object used to manage events, such as customer visits, and tasks

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Event Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

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An event in Salesforce.com is a meeting or activity with a start date and an end date. It can be synchronized with Gmail and can be assigned to multiple users and contacts

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Sales Planning Created Nov 5, 2018 (18:31) by Unknown User (ext-sinequaservice) | In glossary Glossary (2) | In space My Business Apps

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Definition

This is the process in Salesforce.com supporting the planning, preparation, execution, and restitution of a Customer Visit. It supports the development of an Opportunity, the execution of a defined Account Plan, the collection of Leads of interest for other BU, or even the continuous management of Competitive insights.

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Visit report Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

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Definition

Functionality in Salesforce.com allowing to capture the outcome of the customer visit. Visit report contains an internal summary of the discussion (for internal reading) and all the required elements to send the minutes to the customer. This visit report can be shared internally and externally from Salesforce by using predefined email templates.

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Visit report wizard Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont) | In glossary Glossary (2) | In space My Business Apps

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Definition

Process in Salesforce.com allowing to quickly create additional records from the Visit Report on top of the typical visit report functions. The available records that can be created are: competitive insights, cross BU leads, action items (follow-up tasks) and action items (follw-up activities).

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