To meet the requirements of UC, a Manufacturing Cloud consultant should recommend the following
features: Partner Visit Management, Action Plans, and Generic Visit Key Performance
Indicators. Partner Visit Management helps sales managers schedule visits to dealer and distributor
locations, monitor performance, follow up on sales agreements, and capture key metrics1. Action
Plans allow sales managers to create lists of tasks and associated assessment indicators that are
commonly repeated across multiple visits2. Generic Visit Key Performance Indicators enable sales
managers to compare the expected metrics versus the actual metrics for the key performance
indicators they defined and then take necessary actions3. These features help UC to standardize the
tasks to be performed during visits, understand how effective these visits are in getting partners to
renew, and report on this data in Salesforce. The other features are not relevant for the given
scenario. Advanced Account Forecasting is used to create holistic forecasts based on sales
agreements, orders, opportunities, and account metrics4. CRM Analytics for Manufacturing is used
to gain insights into sales performance, pipeline health, and customer satisfaction. Experience Cloud
is used to create branded digital experiences for customers, partners, and employees. Service
Console for Manufacturing is used to provide customer service and support across multiple
channels. Reference: Partner Visit Management Workflow, Build Distributor Relationships with
Partner Visit Management, Strengthen Relationships with Partners, Create Holistic Forecasts with
Advanced Account Forecasting, [CRM Analytics for Manufacturing], [Experience Cloud], [Service
Console for Manufacturing]
