What is visit plan in SAP CRM - Customer Relationship Management?

SAP Term: visit plan

• Component: CRM

• Component Name: Customer Relationship Management

• Description: Used in activity management. A visit plan comprises a group of business partners whom you wish to visit. The business partners are grouped according to certain criteria, such as location. A visit plan can contain visit plan-specific information, such as territory hierarchy ID and the visit plan validity period, and business partner information, such as postal code, day, time and preparation time. A visit plan is not equal to an activity. A visit plan has no date and serves simply as a template for scheduling activities.

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• Key Concepts: 
  A visit plan is a tool used in SAP Customer Relationship Management (CRM) to plan and manage customer visits. It allows users to create a plan for each customer visit, including the purpose of the visit, the customer contact information, and any other relevant details. The visit plan also allows users to track the progress of each visit and make any necessary changes. 
  
  How to use it: 
  To use the visit plan, users must first create a plan for each customer visit. This includes entering the customer contact information, the purpose of the visit, and any other relevant details. Once the plan is created, users can then track the progress of each visit and make any necessary changes. 
  
  Tips & Tricks: 
  When creating a visit plan, it is important to include as much detail as possible. This will help ensure that all relevant information is included and that the visit runs smoothly. Additionally, it is important to keep track of any changes that are made to the plan so that everyone involved is aware of them. 
  
  Related Information: 
  The SAP CRM Visit Plan is part of the SAP CRM suite of tools. It can be used in conjunction with other tools such as SAP CRM Sales and SAP CRM Service to provide a comprehensive view of customer relationships. Additionally, it can be integrated with other systems such as SAP ERP or SAP HANA for a more comprehensive view of customer data.