Troubles with Multichannel Cycle Plans
When preparing Cycle Plans in Veeva CRM, assigning Targets and Goals to Sales Reps, Business Administrators establish Multichannel Cycles and often manually prepare load files for assigning Accounts, Channels, Products and Goals. This complicated process is time-consuming and sensitive of man-made errors.
Trueson will help you!
Acknowledging the need for a powerful tool to manage this process faster and easier, Trueson developed MCCP FastTrack – an app integrated into Salesforce. MCCP FastTrack allows Business Administrators to prepare the Cycle, Cycle Plans, Targets, and Goals into Salesforce without having to prepare load files.
The advantages of Trueson’s MCCP FastTrack
- Shorten the time to prepare Cycle Plans
- Simplify the process to set up and clone Cycles and Cycle Plans
- Mass assign Targets/Goals across all Cycle Plans
- Minimize the possibility of man-made errors
- Eliminate preparation of load files
- Integrate directly into Salesforce, leverage Veeva CRM objects and processes
- Customize settings and filters based on local business’ specific needs
- Have Trueson consultants advise on Multichannel Planning and Execution
MCCP FastTrack has successfully passed Salesforce’s Security Review and is available on Salesforce AppExchange.
CONTACT US today to receive a DEMO: https://trueson.com/en/products/mccp-fasttrack/