SMARTPLAN

BUILD BALANCED TERRITORIES IN MINUTES

SmartPlan enables RevOps teams to conduct complex territory planning using multiple metrics and KPIs—without the use of a single spreadsheet—in as little as 30 minutes.

Move beyond Geographic Territories

Easily build balanced territories based on any criteria, such as the number of accounts, ARR, account score, or any other field or metric that optimizes rep and company opportunity.

Minimize Disruption

Decrease disruption and rep dissatisfaction. Build your territories without disturbing any existing relationships, named accounts, or account hierarchies.

Deploy Instantly

When ready, automatically deploy your new territory plan into your CRM with the push of a button.

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.