Classic Cycle Plans Overview
Classic Cycle Plans offer a structured approach to achieving strategic interaction goals. These plans define targeted accounts and specific goals within a single territory and a set time frame. As end users complete interactions and product details for targeted accounts, the Cycle Plan page provides a clear view of progress, displaying planned, actual, and scheduled calls, along with the percentage completion for each target. This transparency empowers end users and managers to monitor progress against defined call and product goals for targeted accounts, for improved execution on strategic initiatives.
The key benefits of leveraging Classic Cycle Plans include:
- Strategic Alignment - Translate overarching brand and engagement strategies into clear, actionable, and measurable goals for end users
- Improved Account Coverage and Relationships - Encourage focused engagement with critical accounts identified through established customer engagement plans or segmentation, for improved coverage and account relationships
- Enhanced Sales Productivity - Boost end user productivity with specific, goal-oriented planning and optimal allocation of available resources
Classic Cycle Plans provide basic cycle plan functionality for activities from the call2__v object and for product detailing on calls. This is in contrast to Multichannel Cycle Plans, which allow for activities from several objects.
Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.
Users and Roles
With Classic Cycle Plans, users can perform the following tasks:
- Cycle Plan Admin Users
- Creating a Classic Cycle Plan - Cycle Plan admin users create and administer Classic Cycle Plans. Admins can manually create Cycle Plans or data load them in bulk.
- End Users
- Creating a Classic Cycle Plan - If granted permission, end users can create Cycle Plans
- Monitoring Cycle Plan Progress - Users can see how far along they are in achieving Cycle Plan goals and adjust goals and targets, if granted permission
- Managers
- Creating a Classic Cycle Plan - If granted permission, managers can create Cycle Plans
- Monitoring Cycle Plan Progress - Managers can track users’ progress towards Cycle Plan goals and adjust goals and targets, if granted permission
