Their current method of assigning territories was highly manual, and not future-proof. However, the task was proving to be logistically challenging. "We needed to solve a problem regarding how we manage our territory, as territories are a critical part of our go to market strategy,” explains Scott Malish, VP of Sales and Marketing Operations at OwnBackup. In addition, OwnBackup was seeking ways to improve productivity and efficiency as the company looked to scale operations as a larger picture goal.

Equitable Territory Assignments

Using Fullcast, the OwnBackup team was able to create a framework in which territories could be defined and subsequently assigned to the correct sales reps based on predetermined criteria. This gave them a way to consistently execute on and operationalize territory segmentation within a single platform, which allowed them to move beyond their previous method of manually managing and assigning territories.

Automated Lead Routing

In addition to solving territory segmentation issues, Fullcast has allowed OwnBackup to free up even more time by automating lead assignment. “When leads come in, Fullcast helps us route to the right person based on territory definitions and various other dimensions of leads,” said Malish. “We just rolled out lead-to-account matching, which will solve a lot of issues that we had without that functionality.”

Definable Account Hierarchies

Fullcast enabled OwnBackup to work toward the creation of an account hierarchy system in which new ideal customer profile (ICP) accounts are added to the system and automatically assigned to the correct hierarchy based on a predetermined set of rules and criteria. This will provide an easier way to add customer accounts without having to perform the tedious task of assigning them manually to the appropriate account hierarchy.

Fullcast was able to implement the tools that OwnBackup needed, within a time frame that had previously been unreachable. “We had a very compressed timeframe,” said Malish.“I was concerned that we wouldn’t be able to get it all done, but the Fullcast team put in a lot of effort and we were able to get it done in a much shorter time frame.”

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