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

SAP Term: visit planning

• Component: CRM

• Component Name: Customer Relationship Management

• Description: Encompasses maintenance and activity scheduling. Supports sales representatives, account managers and back-office employees in scheduling and carrying out their activities for all kinds of interaction with business partners, who have been grouped according to certain criteria, such as location. This is not a pre-requisite for activity scheduling.

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• Key Concepts: 
  Visit planning is a component of SAP Customer Relationship Management (CRM) that enables users to plan and manage visits to customers. It allows users to create visit plans, assign visits to sales representatives, and track the progress of visits. It also provides tools for analyzing customer data and creating reports. 
  
  How to use it: 
  Visit planning can be used to create visit plans for customers. Users can define the type of visit, the duration, and the sales representative assigned to the visit. They can also set up reminders for upcoming visits and track the progress of visits. 
  
  Tips & Tricks: 
  When creating a visit plan, it is important to consider the customer’s needs and preferences. This will help ensure that the visit is successful and productive. Additionally, it is important to keep track of customer data in order to analyze trends and make informed decisions about future visits. 
  
  Related Information: 
  Visit planning is closely related to other components of SAP CRM such as customer segmentation, lead management, and marketing campaigns. These components can be used in conjunction with visit planning to provide a comprehensive view of customer relationships.