WEBVTT

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maiTour for SAP Sales Cloud your
assistant to make visit planning

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simple and intelligent with just
three steps in 5 minutes.

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A visit planning and tour
optimization add on from Nagarro.

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Hi, I am Chris and today I'm
introducing you to maiTour, the

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smart solution for intelligent
and dynamic visit planning and

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route optimization.

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I'm starting with a click on the
tile maiTour to open the visit

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Planning Add on which is
directly integrated into your

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sales cloud.

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On first time opening maiTour I
can define my working hours and

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location, where and when my
route begins and ends.

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I can also specify my working
days and whether I want to stay

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overnight or not.

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I plan my customer visits from
Monday to Friday and overnight

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stay until Thursday.

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maiTour is divided into 3 stages
and it starts with the customer

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selection.

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It considers all relevant data
of my customers which are stored

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in my SAP Sales Cloud.

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Now I set the planning period.

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I want to plan for one week.

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maiTour shows me my already
planned activities on these days

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as well as proposals from
customers I should visit during

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this period.

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In the proposals list, I can
inspect the priority and other

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information of a customer by
clicking the row.

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Various key figures can be used
for the prioritization of

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customers.

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In this case, the ABC
classification.

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The number of days overdue,
which is determined by the visit

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frequency and the industry are
used for this.

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With the proposals, maiTour
considers the priority of a

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customer, my own working hours,
as well as the visiting days and

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hours of my customers, which
I've stored in my SAP Sales

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Cloud.

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For more information about a
customer, I can jump directly to

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a customer in my Sales Cloud by
clicking on the link here.

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Down here are the relevant
activities for this time period.

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Since I chose to plan with the
option of overnight stays, maiTour

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already added them to the
relevant activities.

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Also, I have a call on Monday
and other activities like

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meetings on the other days.

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Furthermore, I can add specific
customers through the manual

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customer search.

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For example, additional A
classified customers in my area.

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Down here I can set the area
according to drive time or

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distance.

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With these specifications, maiTour
has found one customer.

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Now I can add this customer to
the proposals list.

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Also, I can remove customers for
example, because I have already

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made an appointment with this
customer for next week.

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Now let's start planning for
these selected customers.

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Here I have the possibility to
set additional restrictions.

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For example, I promised
Gastronomy Schiller to come on

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Wednesday at 2:00 PM, and this
time I want to sleep at home on

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Monday night, so I'm going to
remove that overnight stay.

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I also can ignore a visit or an
appointment for this tour, and I

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can decide that a visit should
be included.

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In any case, that's it.

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Now I can optimize this tour.

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By optimizing this tour with
considering all the restrictions

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I made, I get my perfect tour
for the next days with travel

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times.

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Also my other activities are
included in this tour.

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By clicking on the map icon, I
can inspect the tour and have a

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look at it day by day.

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With a click on a customer, I
see further information about

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him.

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To the left of the map I see the
tour in a list with the

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individual days and customers I
would like to visit.

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Down here also the customers are
shown which were not optimized

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and I can check why.

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Here for example was no more
time left in the planning period

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to visit this customer.

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Now I click at the save button
and maiTour saves this tour into

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my sales cloud calendar.

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Here I see my already planned
activities as well as all visits

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planned with maiTour.

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maiTour for SAP Sales Cloud.

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Your assistant to make visit
planning simple and intelligent

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with just three steps in 5
minutes.

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A visit planning and tour
optimization.

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Add on from Nagarro.