VisitOps

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