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

SAP Term: visit plan maintenance

• Component: CRM

• Component Name: Customer Relationship Management

• Description: A function which supports the processing of visit plans. In visit plan maintenance, the user defines a group of business partners to be contacted with a visit plan. For example, they may be grouped according to location. Sales employees can select business partners using a variety of methods,such as: Standard search, for example, by postcode Advanced search, for example, by marketing attributes Existing visit plans Sales employees can also add specific information to their visit plans, such as: Time Weekday Week number Visit duration Preparation time Activity category Once sales employees have maintained a visit plan, they can schedule activities based on the required tour.

Smart SAP Assistant

• Key Concepts: 
  Visit plan maintenance is a component of SAP Customer Relationship Management (CRM) that allows users to create and manage visit plans. Visit plans are used to plan and organize visits to customers, prospects, and other contacts. They can be used to track customer visits, plan sales activities, and manage customer relationships. 
  
  How to use it: 
  Visit plan maintenance can be used to create and manage visit plans. Users can create visit plans for customers, prospects, and other contacts. The visit plan includes information such as the date of the visit, the purpose of the visit, and any tasks that need to be completed during the visit. Users can also assign tasks to other users or teams and track the progress of the visit plan. 
  
  Tips & Tricks: 
  When creating a visit plan, it is important to include all relevant information such as contact details, objectives of the visit, and any tasks that need to be completed. It is also important to assign tasks to the appropriate users or teams so that they can be tracked and completed in a timely manner. 
  
  Related Information: 
  Visit plan maintenance is part of SAP CRM. Other components of SAP CRM include customer service management, marketing management, sales management, and analytics. Visit plan maintenance can also be integrated with other SAP applications such as SAP ERP or SAP Business Suite.