With Fullcast, automate rules of engagement for common GTM tasks like lead routing, holdouts, account hierarchies, and more. This means that any runtime GTM plan changes are automatically synced with Operations - completely eliminating time-consuming manual updates and sales downtime.
Fullcast policies are the key to creating and implementing a framework that automates common tasks for speed and agility. When policies are in place, any changes are automatically synced with your CRM. Choose from existing policies or create your own.
Create and automatically maintain relationships between account families and corporate hierarchies.
Remove duplicate customer accounts to clean up your data and avoid territory confusion.
Cross check your data with trade embargo compliance lists in accordance with federal regulations.
Define holdouts and determine how they should be managed, then push your terms directly to Salesforce.
Create a set of rules to ensure that you’re populating your accounts with the correct industry data.
Track incoming accounts and automate the assignment of new accounts to the appropriate people and roles.
Assign incoming cases to the correct people and roles in accordance with your sales strategy plan.
Automatically route new contacts to the correct sales reps or teams based on customized policies.
Track incoming leads and automate the assignment of those new leads directly within Salesforce.
Assign incoming opportunity leads and route them to the appropriate person, team, or role.
We have a number of connectors pre-built for commonly used lead to renewal systems.
%20(1).png)
The world is not static and neither is your GTM plan. With Fullcast, make plan changes with confidence at any time because any updates are automatically synced with Operations.
.png)
Say goodbye to spreadsheets and time consuming code changes. Fullcast automates almost any manual task from lead to renewal so RevOps is freed from the minutiae and can spend more time on strategy.
Always make fair and consistent decisions without error because policies enforce important Salesforce guardrails.
“I want another RevOps tool,” said no one ever. With one integrated platform, reduce the time and cost spent configuring and managing multiple point tools.
RevOps policies are the secret for GTM success. Well-executed policies keep your Ops processes predictable, fair and agile.
Download Now
Fullcast is the only software that enables you to manage every piece of your RevOps planning and execution process in a single, cloud-based platform.
Plan & Collaborate
Collaborate across your organization to map out your GTM, from territory and capacity planning to quota setting and beyond.
Model & Scale
Perform scenario planning and goal setting to make sure your sales team is operating at maximum efficiency.
Align & Optimize
Get actionable insights & recommendations to make sure your team maximizes their productivity & investment ROI.
It’s time to say goodbye to clunky Excel spreadsheets and single use case software and time to say hello to the only end-to-end RevOps sales planning and execution platform. Book your Fullcast demo and see how we’re changing the way the world does business.
.png)
