Visit Results
Visit plans are created for employees in Workcube. Sales meetings, purchasing meetings, etc. with customers, business partners and suppliers. Visit plans are arranged. The results of the visits made by the employees can be accessed as soon as the visits are completed.
Path:CRM > Sales and Marketing > Sales Opportunities > Visit Results
Note: As the planned visits occur, the visiting users can create results related to the meeting. The costs of the plans can be reported by entering the expenses related to the visit.
Visit results are added from the detail of the visit screen. Collectively, the results are listed on the visit results screen and updates are made.
Recommendation: To get detailed information about the visit screen, you can read our article titled "Customer Visits and Meetings".
Listing

- On the listing screen, in the filtering options, you can enter the date field or the visited customer information and the reason for the visit and search with the search icon.
- If desired, all visit results can be listed without filtering.
- What types of visits were made on a per-person basis can be displayed.
Attention: Visit reasons are added and updated via the Control Panel > SYSTEM > Parameters > Visit Reason screen.
By clicking on the icon in the list, you can go to the details of the visit result.
Update Screen

- The result of the visit can be turned into action. For example, if there is a product demand as a result of the visit, it can be turned into an opportunity or offer.
- It can then be converted into a sales order.
- Redirection to the relevant unit can be made by making a job assignment.
In addition to viewing basic information, information about the result of this visit can be added from the Additional Information tab.
Attention: In the top menu, Interaction, Opportunity, To obtain detailed information about the Call, Order and Offer screens, it is recommended that you read the documents named "Interactions", "Opportunities", "Call Center Applications", "Sales Order", "Sales Offers" respectively.
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Opportunity Management
Workcube Opportunity Management Module offers the ideal solution for both acquiring new customers and tracking new opportunities with existing customers. You can surprise your customers by following real-time opportunities and bring about a more successful sale in the next opportunities with the statistics on the opportunities.
Visitor's Book
By using the Visit Book in the Workcube Agenda; identity of the visitor, reason for visit, duration of visit, etc. We can record and track details such as:
4.2.2.2. Customer Visits and Meetings
Analyzing customer requests, listening to complaints, payment problems during collection periods, new sales opportunities, product-service promotions, etc. Customer visits and meetings are held for various reasons.
4.2.2.3. Opportunities
Any sales request from existing or potential customers or any sales idea created without a request can be defined as an opportunity. By recording the opportunities in the market, marketing strategies can be developed, competitors can be analyzed, gains and losses can be examined together with their reasons, and future sales policies can be determined.