Plan Partner Visits
Learning Objectives
After completing this unit, you’ll be able to:
- Describe how managers and field reps work with Partner Visit Management.
- Plan tasks for visits and the data to be captured.
Work Together
Successful partner visits depend on clear coordination between managers and field representatives. Here’s how they work together with Partner Visit Management.
Role | Order of actions |
|---|---|
Manager | Creates tasks that field or dealership reps perform at a visit. |
Associates the related Salesforce records with tasks, forming a context for more effective visits. | |
Creates generic visit key performance indicators to capture performance or compliance metrics. | |
Creates an action plan template and associates the action plan with a visit. | |
Field Representative or Dealership Representative | Navigates to the visit locations and starts the visit on their mobile app. |
Performs the assessment, jots down metrics and notes, and uploads screenshots. | |
Completes tasks during the visit. | |
Manager | Compares the expected values with the actual values to assess performance. |
Plan the Tasks
Raftavium Motors wants to schedule two significant partner visits. Let’s go over the details of each visit.
Visit 1: Dealer Assessment by Raftavium Motors
Raftavium Motors has found a faulty spare part in a batch of models sold by one of their prominent dealers. Left unchecked, it can cause significant branding and revenue issues for both Raftavium Motors and the dealer. Robin schedules an ad-hoc visit to investigate the problem and evaluate whether a claim reimbursement is necessary. The two companies also plan to check inventory and explore car deals. Robin plans these tasks and the information to be collected.
- Inspect faulty spare parts: Capture the particulars of the faulty rearview camera in the new car model to determine the claim reimbursement.
- Audit inventory: Capture the number of remaining oil filters as they might be running low on supplies.
- Cross-sell products: Discuss the offer on car accessories.
Visit 2: Supplier Check-In by Raftavium Motors
Raftavium Motors is planning a quarterly visit to one of its biggest suppliers. About 20% of the car parts used by Raftavium Motors is supplied by them. This quarterly visit ensures that the supplier meets the set standards and inventory requirements. The two companies also want to discuss upgrades, if any.
Robin specifies the tasks for the field rep and the information to capture.
- Conduct check-in with warehouse supervisor: Capture if the field rep successfully administered a check-in with the warehouse supervisor.
- Train warehouse workers: Capture the date and time of the training and the number of attendees.
- Audit inventory: Capture the stock-out percentage of shock absorbers and spare number of spark plugs.
In this unit, you learned how to plan a partner visit. Next, learn how the team assigns and conducts the visits.