VisitOps for Salesforce

The VisitOps app empowers you and your visit team to design the process of your dreams. You no longer have to squeeze your process into a one-size-fits-all piece of software. From workflow rules and templates to task automation, VisitOps gives you the tools you need to bring your best ideas to life.

•Leverage existing SFDC data to streamline the request process, improve data integrity and generate meaningful, high-impact reports •View room bookings and agenda sessions on the custom VisitOps calendar •Use Agenda Builder to click and drag sessions, invite and track presenters, customize topics and order catering •Add your branding and track pre-visit, post-visit and decision surveys for customers, presenters and visit owners •Use standard visit types for visits and briefings, events, community visits, off-site visits and internal meetings, or create your own •Standardize planning and operations at all visit locations •Utilize work dashboards to manage activities, level workloads and identify issues •Streamline communication using automated emails, tasks and approvals •Use Chatter for real-time conversations and planning •Seamlessly integrate suppliers into your process