With Fullcast, automate rules of engagement for common GTM tasks like lead routing, holdouts, account hierarchies, and more. This means that any runtime GTM plan changes are automatically synced with Operations—completely eliminating time-consuming manual updates and sales downtime.

RevOps Execution Policies

RevOps policies are the secret to GTM success. Well-executed policies keep your Ops processes predictable, fair, and agile.

Put Your RevOps Strategy on Cruise Control

Fullcast policies are the key to creating and implementing a framework that automates common tasks for speed and agility. When policies are in place, all changes are automatically synced with your CRM. Choose from existing policies or create your own.

Account Families

Create and automatically maintain relationships between account families and corporate hierarchies.

Account Dedupe

Remove duplicate customer accounts to clean up your data and avoid territory confusion.

US Trade Embargoes

Cross-check your data with trade embargo compliance lists in accordance with federal regulations.

Manage Holdouts

Define holdouts and determine how they should be managed, then push your terms directly to Salesforce.

Industry Taxonomy

Create a set of rules to ensure that you’re populating your accounts with the correct industry data.

Account Routing

Track incoming accounts and automate the assignment of new accounts to the appropriate people and roles.

Case Routing

Assign incoming cases to the correct people and roles in accordance with your sales strategy plan.

Contact Routing

Automatically route new contacts to the correct sales reps or teams based on customized policies.

Lead Routing

Track incoming leads and automate the assignment of those new leads directly within Salesforce.

Opportunity Routing

Assign incoming opportunity leads and route them to the appropriate person, team, or role.

Always Be Planning

The world is not static—neither is your GTM plan. With Fullcast, make plan changes with confidence at any time because any updates are automatically synced with operations.

Dramatically Improve RevOps Productivity

Say goodbye to spreadsheets and time-consuming code changes. Fullcast automates almost any manual task from lead to renewal, so RevOps is freed from the minutiae and can spend more time on strategy.

Execute with Accuracy

Always make fair and consistent decisions without error because policies enforce important Salesforce guardrails.

Consolidate Your RevOps Tech Stack

“I want another RevOps tool,” said no one ever. With one integrated platform, reduce the time and cost spent configuring and managing multiple point tools.

Work with the Applications You Already Use

Fullcast boasts a robust set of integrations that connect to the apps your team is already using, so the work you’re doing with Fullcast can easily inform activities performed in other pieces of your RevOps tech stack.

Built by RevOps for RevOps

Fullcast is the only software that enables you to manage every piece of your RevOps planning and execution process on a single, cloud-based platform.

Build Your GTM Plan on a Single Platform

Collaborate across your organization to map out your GTM, from territory and capacity planning to quota setting and beyond.

Keep Your Plan, Team, and Data All in Sync

Align Salesforce with your sales strategy plan by easily automating policy enforcement and task execution.

Scale Ops as Fast as You Scale Your Business

Perform forecasting, scenario planning, and goal setting to make sure your sales team is operating at maximum efficiency.