Dynamic Visit Planning – optimize your sales routes

Dynamic Visit Planning – Optimize Your Sales Routes | con4PAS

Visiting customers is an integral activity for many organizations. Field sales teams and retail execution staff rely on physical location visits to accomplish critical tasks. Overcome visit planning challenges with Dynamic Visit Planning. The add-on for SAP Sales Cloud empowers organization to intelligently optimize logistics to maximize performance, save time and reduce costs.

January 19, 2022

Improve visit efficiency and maximize organizational impact

1. Efficient planning process

Dynamic Visit Planning Add-On for SAP Sales Cloud helps organizations to automate visit planning through a simple and efficient planning process.

2. Artificial Intelligence

Embedded intelligence utilizes AI (Artificial Intelligence) and historical data to dynamically optimize routes. This allows optimizing routes with historic traffic data for the shortest distance and less commuting to best utilize the time that the sales representatives spend with customers and grow their relationships.

3. Visit recommendations

Manually planned visit routes are often not focused on the right customers and the process is time-consuming. The new dynamic visit planning functionality helps sales representatives get better recommendations on which customer they should visit.

4. Automated visit route planning

Automated visit route planning by defined auto-generation rules with reflecting market signals enables sales team to focus on the right account at the right time.

5. Shedule-based and ad-hoc planning

The solution is supporting both schedule-based and ad-hoc planning. Sales representatives can plan their day with a prioritized account list that is using parameters such as visit coverage, perfect store scores, account attributes, etc.


Dynamic Visit Planning add-on in action – watch a short demo video



SAP Help Portal: Dynamic Visit Planning Add-On for SAP Sales Cloud

YouTube: SAP Cloud for Customer


Where to find more information?

The SAP CX Cloud wiki page contains announcements and information for SAP Sales & Service Cloud portfolio. We encourage anyone interested in information about SAP Cloud for Customer to bookmark this page. For the wiki page, the S-user is needed.

SAP Customer Experience Wiki – SAP Sales & Service Cloud (Cloud for Customer)

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