Create and Execute Partner Visits

Learning Objectives

After completing this unit, you’ll be able to:

Explain how visits are created and assigned to reps.
Explain how a field rep executes a visit using the Partner Visits mobile app.
Explore how the collected data is used.

Create Visit Records

Now that you’ve planned the partner visits, it’s time to set them up in Partner Visit Management and assign them to reps. You create the tasks that reps will complete during those visits, add context, set performance metrics, create templates, and then the visits. Let’s follow along.

Create Generic Visit Tasks

Create generic tasks, which are standard activities reps perform during visits. Mark some as task definitions so they can be reused. These turn into runtime tasks when the visit starts.

For example, in the Partner Visits app, Robin sets up tasks for a quarterly visit and an ad-hoc inspection. She defines reusable tasks her reps typically perform, so every visit follows a consistent, efficient process.

Create Generic Visit Task Context

To make each task meaningful, you ‌add context: a distributor account, a product, an order, or a sales agreement that’s up for renewal. Context helps reps know exactly what to focus on during the visit. Robin links each task to the right record in the Partner Visits app, so her reps have clear direction. Whether it’s checking on a specific order or renewing an agreement, the task is tied to real data that guides their actions.

Create Assessment Indicator Definitions

To measure performance or compliance during a visit, create Assessment Indicator Definitions. These let you capture information about an activity in a specific data type. Robin uses these definitions to track how well suppliers or dealers are meeting expectations. By setting clear metrics, she makes sure her reps collect insightful data during every visit.

Create Generic Visit Key Performance Indicators

To track success, create Generic Visit Key Performance Indicators (KPIs) records. These store expected values for visit tasks so you can compare planned outcomes with actual results. Robin sets up KPI records to define targets for each task, such as response time or product quality. This helps her team measure how each visit performs against expectations.

Create Action Plan Templates

For speed and consistency, create action plan templates. The template is a reusable set of tasks and metrics for similar types of visits, so it helps streamline planning for recurring visits. Robin creates an action plan template for the quarterly partner visit to the supplier, so she can reuse the same structure in future visits. Since ad-hoc visits don’t need action plan templates, she doesn’t ‌create one for the dealer visit.

Create Visits

Finally, you create visits by entering key details like location, account, and priority. You have the option to assign a field rep as a visitor at this stage. For recurring visits, use an action plan template to save time.

Robin creates two visits, one to the supplier using the quarterly visit template, and another ad-hoc visit to the dealer to inspect a faulty part without a template. Each visit is fully set up with tasks, context, and metrics to guide the reps on-site.

Now let’s find out how reps conduct these visits.

Explore the Mobile App

With the visit tasks clearly defined, field reps feel much more confident about the purpose of their visit.

As a field rep, you use the Partner Visits app on your mobile device to go about your visit. Here’s how.

Select the visit and navigate to the visit location.
Check the assigned tasks.
Capture the key performance indicators.
Note important information.
Upload supporting screenshots.
Complete the visit.

When you select a visit, you’re ready to get started with it. Click each number to learn about key sections of the visit page on the mobile app.

Once you select a task, you see its assessment indicators and corresponding target values. You refer to these while filling in the metrics for the task.

Now let’s step into the shoes of the field rep from Raftavium Motors as they visit their dealers and suppliers.

Visit Your Partners

On the mobile device, the field rep logs in and selects Partner Visits in the App Launcher. The page displays a list of scheduled visits and also allows them to create a new one.

Field rep checking the details of scheduled partner visits.

Visit 1: Dealer Assessment by Raftavium Motors

On the visit record page for their dealer, tap Get Directions to navigate to the location.

After reaching the location, tap on each task to see more context, such as the associated metrics and their expected values. You read through the specific instructions for this visit: The purpose of this visit is to inspect the faulty spare part. So you assess the faulty rearview camera, jot down the issue in the notes, and upload a screenshot of the faulty camera.

After a closer inspection, you determine that the car models using the rearview camera are eligible for a claim reimbursement. You make notes regarding the audit inventory section and the partner’s desire to buy more products. After you capture all metrics for a task, the task is automatically completed and the visit is marked as completed.

In case you couldn’t complete the mandatory tasks and want to abandon the visit, you can select Abandon Visit.

Visit 2: Supplier Check-In by Raftavium Motors

Now, you move on to the quarterly supplier visit. At the location, you record all the inventory details but couldn’t conduct the check-in with the warehouse supervisor. After completing the other tasks, you end the visit on the mobile app and specify the reason for not completing all the tasks during your visit.

Thanks to the Partner Visits app, you successfully complete both the visits!

Gather Visit Insights

The field rep’s job is done. Back at the office, Robin sees that the visit and the associated runtime tasks are completed.

She compares expected and actual values for all Generic Visit Key Performance Indicator records to assess how each visit performed against expectations. Based on the visit data, Robin gathers key business insights.

Outcome of the Dealer Visit

After the dealer visit, Robin concludes that they must reimburse the customer claims on the cars fitted with the damaged rearview camera. She works on this requirement to maintain cordial relations with the dealer. And is happy to note that they are interested in buying diverse products from Raftavium Motors.

Outcome of the Supplier Visit

During the supplier visit, the training was conducted successfully and the number of participants was high compared to the last quarterly visit. But the inventory check revealed that they are running out of stock for oil filters, which are an important spare part for Raftavium Motors. There were some hiccups, such as the unavailability of the warehouse supervisor. Robin reaches out to the supervisor to ensure their availability for the next visit, and looks into the oil filter stock issue.

Cheerful field rep after completing two successful visits.

So she gets a clear picture of how each partner is performing and where to focus next.

Happy Visits!

Satisfied with the results, Raftavium Motors decides to use Partner Visit Management for all upcoming visits. Robin and her team of field reps are pleased with the efficiency and productivity boost that the app‌ provides. You can use Partner Visit Management across sectors to plan visits and build partner relationships. So why wait?

Time Estimate

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