DSD Salesforce Pre Visit Planning
When you select a customer in DSD Salesforce various details are displayed about the customer to assist you with your visit planning. On the right hand side of the screen you can review the customer before you begin your call
Across the top of the screen are 5 tabs to display Details, Pricing, Top Products, Opportunities and Nearby
Details
Customer details are shown. You can view the location on a map and view a picture of the store if needed. The orange and green boxes are customisable to allow relevant information for you to be displayed. In the bottom right corner the notes icon allows you to create and view notes for the customer. If the icon is orange it means that there are messages for the customer
Pricing
The pricing for this customer is displayed. Any product with special pricing is displayed in orange. The filter icon allows you to filter the item list by base price or special price
Top Products
Based on order history this tab shows the top five items that has been purchased by this customer, together with the order history and last order date
Opportunities
To help you find upsell opportunities this tab shows the top 5 items purchased by similar customers that are not being purchased by this customer. You can filter this by customer type and post code to refine this algorithm further
Nearby
To help you find new customer the Nearby function uses the internet to find other potential customers near to your current location that you could visit and prospect
There are three action buttons form this screen
End Trip
You should use this button once per day at the end of your day. This closes off your day and asks you to account for any customers scheduled for a visit but not visited
No Visit Required
If the customer does not require a visit, or you do not have time to make the visit use this button. You will be asked to select reason for the non-visit. You can still enter post visit notes
Visit Customer
Use this customer to visit the customer. There are a variety of activities you can perform with the customer and this button allows you to access these activities
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