Customer visits' app stands up on Salesforce Platform

INDIA: Building upon the Salesforce1 Platform, Persistent Systems has helped entrepreneur Diane Lubinskas develop and launch VisitOps customer visit management solution on the Salesforce AppExchange, unifying the many aspects of planning and orchestrating customer visits into what it names - one easy-to-use and intuitive app.

Tightly integrated into an organization’s Salesforce CRM system, the new app provides insights into the impact of visits on buying decisions and sales cycles, all leading to coveted ROI metrics for visit programs, an announcement explained.

VisitOps founder and CEO, Diane Lubinskas said, “Historically, the lack of seamless integration between Salesforce and customer visit management technology has resulted in manually managed amalgams of unconnected processes and tools, where visibility into how on-site and off-site visits impact sales is almost nil. By utilizing Persistent Systems’ deep expertise on Salesforce, we were able to closely collaborate with them to build our solution on the Salesforce platform from the start. The results is VisitOps brings these many disparate activities together in one app, automating and optimizing the visit planning process for greater efficiency, impact and ROI.”

The new scenario entails unified technology between Salesforce and the VisitOps app with workflows, alerts, approvals and calendar integrations for simplifying visit management activities; and leveraging Salesforce data to link and track accounts, opportunities and contacts streamlining visit requests, improving data integrity and better preparing presenters for customer engagements.

“Companies are looking to transform the way they connect with customers, partners and employees to thrive in today’s connected world,” said Ryan Ellis, VP, Salesforce1 Platform & AppExchange, Salesforce. “By leveraging the power of the Salesforce1 Platform, VisitOps provides customers with the proven social, mobile and connected cloud technologies to accelerate business success.”

Vice President Salesforce Practice at Persistent Systems, Anand Ghalsasi points that VisitOps is a great example of what we call a born-in-the-cloud company. "VisitOps isn’t constrained by legacy systems or physical infrastructure. Together we were able to very quickly develop a new solution that customers can use to transform old ways of doing business and achieve a faster ROI.”