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Punav Prabhudesai from the Sales Cloud Product Team at SAP provides an overview of the new Dynamic Visit Planning in SAP Sales Cloud Version 2. Watch this product inspiration video to learn how a data-driven, intelligent planning process can enhance the efficiency of your field sales representatives.
In this video, Sven Feurer and Punav Prabhudesai discuss the importance of Dynamic Visit Planning and its integration within SAP Sales Cloud V2 and the broader SAP Business Suite. Discover how this solution prioritizes account lists, optimizes routes, and automates visit planning, enabling your sales teams to engage with all accounts more strategically and effectively.
The key highlights shared in this video are:
00:00 – Introduction
00:53 – Why Dynamic Visit Planning in SAP Sales Cloud Version 2?
02:04 – What does this solution offer?
03:39 – How can customers adopt Dynamic Visit Planning?
04:02 – Start of the demo
04:18 – Demo: How to configure Visit Types
04:56 – Demo: How to configure Visit Recommendations
06:18 – Demo: How to configure Visit Generation Schedules
07:00 – Demo: How to activate Visit Planning / Default Sales Data
07:14 – Demo: View all account and their visiting information
08:31 – Demo: Plan new visits through Route Groups
10:38 – Demo: Define Visit Plans for selected accounts
12:55 – Demo: Review Visit List for selected accounts
13:16 – Demo: Trigger a re-optimization of the Route
15:54 – Demo: Check generated Visits in the Calendar
16:09 – Demo: Visit Planning Cockpit
16:21 – Demo: Define Route Preferences
16:59 – Demo: Create a Multi-Day Visit Plan
17:35 – Demo: Inspect Visit Lists and optimized Routes
21:17 – Summary: Intelligent CX from SAP
Further information:
– Get ready and experience Intelligent CX from SAP: https://sap.to/60524sPDy
– Learn more about SAP Sales Cloud: https://sap.to/60534sPDJ
– Discovery SAP CX for the Consumer Products Industry: https://sap.to/60544sPDK
– Join our SAP Community for SAP Sales and Service Cloud: https://sap.to/60554sPDz Read More SAP Help and Learning
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