Multichannel Cycle Plans Overview

Multichannel Cycle Plans (MCCP) allow users to view call goals for each target account and product along with the progress toward those goals. They bring activities from multiple CRM areas into one place and guide users on which channel activities provide the most value for their Targets.

MCCPs use an interaction-based calculation approach to illustrate channel progress versus product progress and the status of specific target customers.

Because MCCPs can be used completely offline, end users can view their plans at any time and adapt their schedule to best meet their goals.

With Multichannel Cycle Plans, users can do the following tasks:

Admins and End Users

• Creating a Multichannel Cycle Plan - Admins and some end users can create Multichannel Cycle Plans using dates, channels, product, product weights, and more

Managers and End Users

• Monitoring Multichannel Cycle Plan Progress - Managers can track users’ progress and users can see how far along they are in achieving a goal