Motion Policy Builder is a Salesforce native system configuration application that enables your fullcast.io business partner to automatically configure the policies of your sales plan into your CRM system. Plans can be implemented within hours of approval, increasing selling time, and reducing organizational disruption.
Customer Data Management
Enforce governance on account and contact data
Automate maintenance of account hierarchy
Drive policy changes to account and contact status
Enable compliance through contact policy
Keep your system data governance policies in sync with your sales go to market strategy.
Improve Sales/Account Manager Productivity
Create task sequences based on best practices
Update task sequence to match sales policies
Measure completion rates to track impact
Reduce ramp time for new hires
Drive consistency in your sales processes as you scale & reduce data gaps in CRM.
Gain Operational Intelligence
Uncover account whitespace opportunity
Define policies that drive impact
Track growth metrics that matter
Identify on areas that need fixing
Keep sales policies in sync with sales strategy by using performance data to iterate the policies.
Delivering the Right Information to the Right Resource
Policy based routing to match your go to market sales plan
Skill and role based routing
Update routing rules based on insights
Lead to account matching
Engage the resource most aligned with the customers buyer journey to maximize impact of every engagement.
Join The Revolution
Are you ready to transform sales operations into Growth Operations?