Navigate with Precision

November 30, 2024

Dynamic Visit Planning Add-On for Strategic Sales Routes

 

As revealed in the SAP Sales Cloud and Service Cloud (C4C) Pre-Release Briefing | Release 2411 (November 2024), the Dynamic Visit Planning Add-On brings advanced scheduling and route optimization to sales teams, maximizing efficiency and productivity.

  1. Dynamic Route Groups: This feature introduces Dynamic Route Groups with two options—Highest Impact (scoring-based) and Maximum Visits (distance-based). Sales teams can prioritize routes based on scoring for impactful client visits or distance to optimize time spent on the road.
  2. Weekly Generation Schedule: The add-on now supports a weekly generation schedule, allowing administrators to create visit lists and schedules one week in advance. With Saturday set as the default generation day, sales reps can kickstart their weeks with organized, high-impact routes that maximize their client coverage.
  3. Enhanced Filtering: New filtering criteria help sales reps and managers quickly identify active route groups, making it easy to distinguish between ongoing and dynamic routes. This clarity simplifies scheduling and optimizes time spent with clients.

The Dynamic Visit Planning Add-On empowers sales teams to plan efficiently, prioritize key clients, and achieve strategic objectives through optimized scheduling and route planning.