CREATE TERRITORIES AND QUICKLY DISTRIBUTE QUOTAS
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