Territory Management
Own Your Territories
Ensure leads and accounts land with the right rep automatically. Our solution gives Sales Managers 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 sales 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 Sales 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.
Bolt-On Solutions
Opportunity Management
Manage territory assignments like never before. Assign users to a territory by account type, geography and much more.
Opportunity Lead Management
Are you a B2B company still using the lead object? Our team has developed a strategy coupled with automation that eliminates the lead object. Level up by using opportunities to track from lead to closed won.
Sales Methodolgies
Manage territory assignments like never before. Assign users to a territory by account type, geography and much more.
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.