Territory Management
Own Your Territories
Ensure accounts, opportunities, or any record land with the right team member automatically. Our solution gives organizations the power to define territories, roles, and assignments without relying on developers. Built-in flexibility supports organizational changes, territory realignments, and routing logic tailored to your strategy - all from directly inside Salesforce.
Features
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Architecture to support driving automation based on Country, County, State, and Postal Code.
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Track what territories are assigned to a specific physical location.
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Version control your territory model. Easily recalibrate your territory assignments and activate when redesigned.
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Define roles within a territory and the corresponding access to records based on role.
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Design how territories are assigned. This can be based on account attributes, geography and more.
Admin Servicible
Design and update your territory model directly in Salesforce - no code, no external tools required. Our solution puts control in the hands of Managers and Admins, making it easy to manage even complex assignment rules. Built entirely using Salesforce Flow, it’s easy to customize, extend, and adapt as your business grows. Say goodbye to manual workarounds and costly third-party tools - this is enterprise-grade automation made accessible.
Pricing
One-Time Licensing Fee
Avoid recurring monthly costs. A single licensing fee covers the full use of the application and infrastructure.
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Implementation Cost
We tailor the solution to fit your needs. This includes any custom enhancements required to make sure everything works exactly how you operate.
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Support Hours
As your business evolves, so might your needs. We include time to implement future enhancements and ensure your solution continues to deliver long-term value.
Book Demo
This solution is part of our Sales Cloud Accelerator. If you are just getting started with Salesforce we want to hear from you. Our infrastructure is designed to be scalable and built with an enterprise mind set. Let us set the foundation for your future.
If you are an existing user of the platform we want to hear from you too! Let us make your team love Salesforce like never before.
Bolt-On Solutions
Opportunity Management
Keep your team focused at every stage of the sales process. Eliminate guesswork, ensure complete data, and move deals faster - powering accurate forecasts and automation. This is the opportunity experience Salesforce should have delivered.
Lifecycle Management
Track and manage every stage of the customer journey with customizable lifecycle stages. Gain visibility into how marketing and sales efforts connect, ensuring you always understand pipeline health and movement.
Sales Methodolgies
Do you rely on the BANT or MEDDICC sales methodologies? If yes we have solutions built just for you to enable these on the Salesforce platform.