TERRITORY MANAGEMENT

ASSIGN THE RIGHT RESOURCES TO THE RIGHT OPPORTUNITIES

Fullcast supports both phases of territory planning – territory carving and runtime territory management. Build perfectly balanced territories that drive more revenue, while keeping the territory architecture fresh and responsive to change.

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Territory Management on Your Terms

Your customers aren’t one-size-fits-all, and your territory planning strategy shouldn’t be either. Fullcast’s territory management software lets you segment your territories and accounts by the differentiators that matter to you and your clientele, such as Firmographic, Status, or Needs-based criteria.

Create Balanced Territories in a Matter of Minutes

Outgrown your geographic territory plan? Let Fullcast’s SmartPlan AI engine quickly and intelligently create territories based on the criteria that matter most to your business – 10-20x faster than using spreadsheets.

Make Smarter Business Decisions

Easily model and test ‘what-if’ GTM scenarios to determine the best deployment of resources to eliminate coverage gaps and maximize returns. Deploy these plans to your CRM instantly. No spreadsheets required.

Keep Execution Aligned With Your Plan

Develop automated policies that codify the rules of engagement for your territory plan. Automated rules for lead routing, holdouts, account hierarchies, and more, keep all run-time components of your GTM plan operating in sync and ensure continuous GTM alignment.

Collaboration Made Possible

With Fullcast, Sales Managers can easily make plan updates or recommendations in your CRM, enabling meeting-free collaboration and complete alignment with the RevOps team.

A Single System of Record for Your GTM Plan

Fullcast captures effective dates for the entire account team so that there is no question who was doing what job on what territory at what time. This makes it easy and painless to plan for new employees and to pay team members promptly and fairly.

TESTIMONIALS

What Our Customers Say About

Trade Meeting Time for Customer Time

“I would argue that without a tool like Fullcast, you cannot efficiently manage a collaborative territory planning process for an organization of any scale. . . . With Fullcast, we’re trading internal meeting time for customer-facing time.”

Clay Blanchard
VP of Sales Operations, Collibra

Make Your Job Easier

“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.”

Christine Dorrion
Former VP Global Revenue Operations and Enablement, Degreed

Enjoy Flexibility and Reliability

“The product is flexible and reliable. The best part of Fullcast, which sets them apart from their competitors are their people. They feel like an extension of our business. They are responsive and take care of our needs just like someone who is on the internal team.”

Nicole L.
G2

Simplify your GTM Strategies

“Fullcast’s ability to adapt to our business needs has been top-notch. Our territory management and segmentation is complicated and has gone through many iterations, but the implementation guidance from Fullcast has been great.”

Verified User in Marketing and Advertising
G2

Utilize User-Friendly Implementation

“The Territory Planning and Management module is very easy to learn, implement and use. It helps remove substantial manual work that typically comes with managing Territories such as ad-hoc adjustments and assignment changes. What’s more, Fullcast’s customer support and account management is excellent.”

Scott M.
VP, Revenue Operations
G2

Elevate your Operations

“The platform’s advanced range of features matched with their dedicated and knowledgeable team makes an unbeatable combination that has dramatically enhanced our efficiency.”

Ben S.
G2

Gain Expert Support and Assistance

“Whether a new rep is coming onboard, or moving onto their next Journey, it only takes a few clicks to have the right AE’s, BDR’s, SE’s & CSMs assigned. The Fullcast team I have the opportunity to work with on a weekly basis go above and beyond to help anytime I am in need of assistance.”

Michael K.
G2

Simplify Lead Routing

“We use [Fullcast] for assigning leads to SDR’s post marketing qualification, target account match (lead to account match), and lead priorities. The above process is processed smoothly without any hassle and technical glitches.”

Anil M.
Sr. Manager Marketing Ops
G2

Save Time and Simplify

“Developing territories then rolling up revenue and profitability information into our annual sales plan model took 2 to 3x more time than before we implemented Fullcast. Fullcast is a relatively simple tool to use, we were able to explore many more planning scenarios, and we could recalibrate our sales plan at any time during the year if something changed.”

Verified User in Information Technology and Services
G2

Streamline Your GTM Strategy with AI

“A comprehensive, all-in-one solution for Go-to-Market (GTM) planning and sales operations management. By consolidating multiple functions and tools into a single platform, Fullcast makes it easier for companies to manage their GTM strategy and sales operations in one place. Fullcast uses AI-driven scenario modeling to help companies make better business decisions.”

Riya R.
G2

Enjoy Exceptional Customer Service

“The best part about using Fullcast is working with the Fullcast team. From project scope to go live, support has been exceptional. Amazing experience working with their team.”

Jared V.
Salesforce Admin
G2

Map Territories with Ease

“Easy to use visual mapping feature that provided the ability to build territories from the country, state, zip code levels. The ability to move named accounts from one territory to another and model what that change will impact prior to committing to the change.”

Verified User in Computer Software
G2

Make Team Management Easy

“Fullcast has been instumental in helping us get a hold of account team management and territory planning. Beyond Account team/territory planning it stands out for its user-friendly interface and exceptional customer support”

Verified User in Information Technology and Services
G2

Seamlessly Integrate with Salesforce

“Seamless connection to Salesforce.com. Tool has a user friendly UI that enables creating policies easily besides having ability to create complex workflows with SFDC.”

Verified User in Computer Software
G2

Maximize Your Territories

“Fullcast’s integration with Salesforce is reliable, accurate, and easy to manage. Fullcast provides ample detail on proposed/difference account movements to test logic and routing changes to our territory hierarchy. The team at Fullcast has been nothing but timely, helpful, and supportive as well.”

Verified User in Computer Software
G2

Gain Unmatched Visibility

“Territory planning is very easily visualized and the related metrics and KPIs make building territories much easier than in a spreadsheet. The ability to create books that are set and just assign a rep once they onboard.”

April M.
Manager, Sales Operations
G2

Implement Solutions Easily

“Great platform/system out of the box, easy setup and connection to Salesforce, wonderful support team. Used for routing Marketo leads to proper lead owner in Salesforce after Marketing Qualification.”

Verified User in Information Technology and Services
G2

Gain Flexibility for Lead Routing and Opportunities

“Fullcast is a brilliant tool that our organization utilizes for routing leads and opportunities. I love the flexibility that fullcast has with their tool with regards to what can be routed and how. Being able to utilize any fields as a criteria to route opened the door for us in routing not only by region, but also preferred language, MQL reasons, etc.”

Verified User in Information Technology and Services
G2

Get Up and Running in Hours

“Far easier to get going with Fullcast than my experiences with Anaplan or Adaptive which often require millions of dollars and 6-12 months of professional services. With Fullcast you can be up and running in hours or days, especially if you have less than 100 reps or so.”

Verified User in Information Technology and Services
G2

Automate Territory Planning

“Takes me out of excel sheets and helps me plan out territories more effectively and in less time.”

Kershia N.
G2

Move Accounts and Export Reports

“Click and drag feature for moving accounts between nodes. Nice reports.”

Brian B.
G2

Maximize Lead Routing

“It is most helpful for lead routing between our different business segments”

Verified User in E-Learning
G2

OUR SUCCESS STORIES

Frequently Asked Questions

Why do you need territory management?

Territories are a business’s way of taking the total addressable market (TAM) and distributing it to their sales reps. At the same time, for sales reps, territories are their book of business. Reps want to ensure their territories are robust enough to meet their quota and earn their commissions.

Territory management is required to ensure both of these needs are met. RevOps must carefully manage the number and types of accounts in a territory to ensure the pipeline coverage ratio is sufficient to meet revenue targets and that all sellers have a good chance at making their number.As reps work opportunities and their pipeline fluctuates, intelligent territory management is a key input to keep forecasts accurate.

What capabilities are required for territory management?

For territory management to be effective, RevOps needs to manage both sales territory planning and runtime territory management. In most cases, sales territory planning is an annual effort where territories are carved, balanced, and rolled out to the field (both sales and customer success).

Secondarily, but no less important, RevOps needs to manage the daily business of sales and respond with agility to changing market dynamics (e.g., seller churn, m&a activities, strategy changes) with run-time territory management. In fact, many organizations are moving away from the concept of the one-and-done annual sales plan, and moving toward a more fluid and continuous territory management approach.

Does Fullcast territory management software integrate with other Sales and Marketing tools?

Fullcast works symbiotically with Salesforce or other CRMs. It’s easy to connect Fullcast to your existing Salesforce accounts (or any of our current integration partners). 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.
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Similarly any changes made to your GTM plan are instantly synced with Salesforce so that execution is always aligned with the current strategy. No waiting for spreadsheet updates or uploads—just the information you need, as soon as you need it.