Explanation
Partner Visit Management is a feature that allows partner managers to plan, execute, and track their onsite visits to their distribution partners. It helps them to automate and standardize the tasks and activities to be performed during the visits, such as reviewing sales agreements, discussing forecasts, resolving issues, and providing training. Partner managers can also capture feedback and insights from the visits and report on the visit outcomes and effectiveness.
Action Plans is a feature that enables partner managers to create and assign predefined sets of tasks and activities for different types of visits, such as renewal, upsell, or cross-sell. Action Plans help partner managers to follow best practices and ensure consistency and quality across all visits. Partner managers can also monitor the progress and completion of the action plans and track the impact of the visits on partner performance and satisfaction.
Generic Visit Key Performance Indicators (KPIs) are metrics that measure the success and impact of the partner visits. Partner managers can define and track various KPIs, such as renewal rate, revenue growth, customer satisfaction, and partner loyalty. Generic Visit KPIs help partner managers to evaluate the effectiveness of their visits and identify areas for improvement.
References:
Partner Visit Management
Action Plans
Generic Visit Key Performance Indicators