Fullcast’s territory-based routing software automatically routes leads, accounts, cases, and more in alignment with your GTM plan.

case study

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.

Christine Dorrion

Former VP Global Revenue Operations and Enablement at Degreed

“What I really like about Fullcast is the ease of use and the simplicity of the platform, and the fact that it is integrated fully with Salesforce. We decided to use Fullcast for the full go-to-market process in terms of not just account assignments, not just the territory mapping, etc., but also the routing piece. It truly made my life easier and my team’s life easier.”

Set It and Forget It

With a single platform for GTM planning and operations, you set your routing logic once. When account or territory changes occur, everything automatically stays in sync—no additional spreadsheets, code changes, or headaches required.

Lead Routing

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

Account Routing

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

Contact Routing

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

Opportunity Routing

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

Case Routing

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

Subscription Routing

Create policies to ensure that new subscription opportunities will be routed to the right team or team member.

Consolidate Your RevOps Tech Stack

Spend less time and money on configuring systems and more on strategy with one end-to-end GTM planning platform.

Customize Routing Policies

Create routing policies based on a number of different attributes (including territory, skills, role, logged-in status, and more) or assign leads on a round-robin basis.

Improve Speed to Lead

Set and track SLAs to ensure that leads, opportunities, and accounts are addressed immediately, driving a superior prospect and customer experience.

RevOps Execution Policies

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

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.