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Component: LOD-CRM
Component Name: Large Enterprise on Demand Customer Relationship Management
Description: A set of business processes used for planning and prioritizing visits and activities. Some examples for common activities in VAM are creating route groups, creating visit plans, prioritizing activities and tasks based on internal and external signals, and so on.
Key Concepts: Visit and Activity Management is a component of the LOD-CRM Large Enterprise on Demand Customer Relationship Management system. It is a tool that helps businesses manage customer visits and activities. It allows users to plan, schedule, and track customer visits and activities, as well as manage customer data. How to use it: Visit and Activity Management can be used to plan customer visits and activities. It allows users to create visit plans, assign tasks to team members, and track progress. It also provides tools for managing customer data, such as contact information, preferences, and notes. Tips & Tricks: When using Visit and Activity Management, it is important to keep track of customer data. This will help ensure that all customer visits and activities are properly planned and tracked. Additionally, it is important to keep the visit plans up-to-date so that team members are aware of any changes or updates. Related Information: Visit and Activity Management is part of the LOD-CRM Large Enterprise on Demand Customer Relationship Management system. Other components of this system include Salesforce Automation, Marketing Automation, Service Automation, and Analytics & Reporting.