Watch Territory and Quota Product Tour
Territory and Quota
Automate the territory and quota-setting process.
Use actionable data based on historical performance and whitespace potential to value territories
assign, and adjust quotas based on territory values
revenue by 15% from optimized territories
10% of lost opportunity from defined territories and quotas
Determine the true value of your territories
Intuitively design, optimize, assign, and manage territories based on opportunity, workload, account information, and geography. Gain alignment between potential and sales capacity to maximize sales revenue. Respond to market changes and rep turnover quickly to ensure no opportunity is lost. Prevent over or under allocation of accounts. Ensure every sales rep is productive by providing them a strategic list of accounts to target in record time.
Use data to make critical decisions
Tap into the data and systems you need to understand what your territories are worth and how targets should be allocated. Use historical performance metrics to understand how territories and accounts have performed in the past. Gain insight from market potential and territory saturation when valuing territories. Model “what if” scenarios to simulate changes in sales capacity. Automatically apply uplifts and distribute targets.
Assign equitable quotas
Set sales quotas using a self-service collaboration platform for quota allocation and team-based distribution and gain real-time visibility into quota attainment. Improve attainment by setting quotas based on true potential and value of territories. Automate and accelerate quota setting, adjustments, and approvals using built-in workflow. Allocate quotas based on allocation rules, with built-in assignment and variance rules.