Transform the territory definition and target setting process

In many companies, territory and quota planning is a long and cumbersome process filled with numerous errors, and often happens through multiple spreadsheets and versions of documents, and there's over- and under-allocation of accounts.

There is a better way! Ensure that your territories are optimized, quotas are attainable, and there is only one version of the planning process with our SaaS-based solution. Our platform intelligently suggests quotas and shrinks your planning cycle, and maintains a complete audit log.

Key features include:

  • Step-by-step methodologies to guide sales managers and sales reps through sales territory planning
  • Quota recommendations based on metrics, such as historical data and trends
  • Rule-based account assignments to territories
  • Ability to manually override rules and transfer accounts between territories
  • Flexibility to easily handle mid-year changes for new hires

Territory & Quota Product Tour Screen

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