COVERAGE, CAPACITY, AND ROLES

OPTIMIZE COVERAGE WITH SALES CAPACITY PLANNING

Fullcast allows users to perform internal forecasting and plan balanced GTM strategies by creating capacity models to define roles and manage assignments wherever you need them most.

Iterable Case Study: Equitable Territory Planning with Fullcast

With the goal of segmenting territories equitably among sales reps, Fullcast helped Iterable create a process to optimize sales planning and increase productivity.

Perform Dynamic Coverage and Capacity Planning

With fullcast, your leadership teams can identify personnel needs, define roles, and continuously manage assignments in a single platform with automatic Salesforce implementation.

Create Role
Assignments

From ground-level sales reps to the managers who supervise them, fullcast enables you to create and assign roles based on real, data-confirmed needs.

Design and
Define Roles

Set the terms and rules of engagement of each role by setting targets, creating hierarchies, and defining details, all within the fullcast platform.

Edit Role
Assignments

As your business changes, so do your company’s staffing and assignment needs. Edit roles and assignments at any time so your operations stay aligned with your GTM.

Design and Organize
Sales Teams

Use the team designer to organize your salespeople into teams based on geography, sales specialty, experience, or other meaningful demographics.

Create Productivity
Profiles

Ensure accurate planning by creating ramp-based productivity profiles that indicate the expected productivity of team members within their specific roles.

Perform Capacity
Modeling

Continuously perform advanced scenario planning to figure out where tweaks should be made for peak performance and automatically push any changes to Salesforce.

Sync Your Capacity Plans Directly to Salesforce

Fullcast is the only RevOps platform that lets you create capacity plans that push directly to Salesforce with the push of a button, so your operations will always be aligned with your GTM strategy.

Perform Continuous Sales Capacity Planning

Make changes to your capacity and coverage plans whenever it makes sense to do so instead of banking your entire strategy on an annual plan that could be obsolete long before your next planning session.

Execute Coverage and Capacity Plans in a Single Dashboard

Fullcast enables users to manage all of their coverage and sales planning within the same dashboard, reducing the risk of error by keeping all of your data and strategy information in the same place.

OUR SUCCESS STORIES

Frequently Asked Questions

Can I share my plans, models, etc. with colleagues for collaboration?

Yes! Since Fullcast is cloud-based, it’s super easy to share all of your plans and data with whomever you choose. No more digging through your files for the right spreadsheet—it’s all there on the Fullcast platform.

Will my data and strategy information be secure with Fullcast?

Your data and confidential company strategies will always be completely safe with Fullcast. We take our clients’ security very seriously, and we’ll always take whatever precautions necessary to ensure that your data remains safe.

Do I need any additional software to integrate with Salesforce?

Nope! It’s easy to connect Fullcast to your existing Salesforce accounts (or any of our current integration partners). Just follow the guidelines provided in the platform and contact the Fullcast team if you run into any issues along the way.

How long will it take for changes to translate from Fullcast to Salesforce?

Any changes you make in the Fullcast platform will be pushed to Salesforce instantaneously. No waiting for spreadsheet updates or uploads—just the information you need as soon as you need it.

Can I assign territories based on nongeographic criteria?

You can assign territories based on any firmographics that make sense for your business. Geographic location is just one of the many criteria you can use to sort and assign territories. You can also assign territories based on size, industry, budget, and more.

Will changes in Salesforce (sales, pipeline changes, etc.) be reflected back to Fullcast automatically?

Yes! Two-way integration means that any changes that occur within Salesforce will also be sent to Fullcast, so you can plan your strategy with confidence, knowing that you’re working with the most up-to-date sales data possible.