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Blog: Beyond Geographic Territory Planning with SmartPlan

SmartPlan makes it possible to create balanced territory plans in minutes, no matter the complexity, reducing territory planning time by 10-20x.

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Alignment to Plan

Segmentation & Territories

What is Territory Management?

Territory Management is an agile approach to territory planning. It relies on automated workflows so that runtime change can be implemented immediately.

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Segmentation & Territories

Integrated Go-to-Market Planning

Alignment to Plan

What is RevOps?

RevOps aligns Sales, Marketing, and Customer Success functions by integrating all of their systems and tools into one streamlined, coherent system.

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Integrated Go-to-Market Planning

L2R Automation & Policies

Why Corporate Planning Tools Fail at Territory Management

Many companies try to use corporate planning tools like Anaplan for sales territory planning. Here's why you need a territory management solution instead.

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Alignment to Plan

Segmentation & Territories

Turn Territory Agility into a Competitive Advantage

Territory management is a core capability needed for sales force agility, enabling organizations to effectively navigate unpredictability and strategy changes.

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Alignment to Plan

Segmentation & Territories

Recession-Proof Your GTM and Territory Plans

Territory management is the heart and soul of sales and has emerged as a critical enabler for maximizing efficiency and productivity during a recession.

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Alignment to Plan

Segmentation & Territories

Best Practices for Creating Highly Productive Sales Territories

Master the two phases of territory management - territory carving and runtime management - for efficiency, optimization, and revenue success.

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Alignment to Plan

Segmentation & Territories

Your Enterprise Sales Strategy Will Fail Without This

Fullcast's Account Family Hierarchy Feature Gives You a Clear and Customizable View of Corporate Structure

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L2R Automation & Policies

Pipeline Management

Segmentation & Territories

The Tale of Jake: Improving Sales Rep Retention with Good Territory Management

Territory management agility can help companies reduce uncertainty for sales reps, boosting top line growth by reducing costs associated with turnover.

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Integrated Go-to-Market Planning

Segmentation & Territories

Why Agile Territory Management Outperforms Static Territory Planning

Instead of creating static GTM plans using old methods, RevOps can address change more effectively with an agile approach to territory management.

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Integrated Go-to-Market Planning

Segmentation & Territories

Become an SLA-Driven RevOps Organization with Fullcast

Developing and tracking service-level agreements (SLAs), aka speed-to-lead, can be one of the most effective ways to improve your revenue operations.

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Compliance

L2R Automation & Policies

Empower Sales Managers with Self-Service Territory Management

Self-service RevOps workflows streamline territory management, improve collaboration, and make your team more agile.

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Segmentation & Territories

RevOps Execution Policies: The Secret to GTM Success

Discover the hidden secret to turning GTM design into GTM success.

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Integrated Go-to-Market Planning

Building a Stronger RevOps Foundation

How Integrating GTM Planning and Execution Enables RevOps Agility

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Integrated Go-to-Market Planning

The Secret to Unlocking the Power of RevOps

Unsure where to start with RevOps? Hint - start where it matters - with your customer journey!

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Integrated Go-to-Market Planning

5 RevOps Roadblocks

What keeps teams from truly implementing a RevOps approach? Often it's these challenges.

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Integrated Go-to-Market Planning

7 Business Challenges and their RevOps Solutions 

What does "REVOPS" actually look like in practice? Check out this article for 7 examples of a RevOps approach.

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Integrated Go-to-Market Planning

Channel Performance

Alignment to Plan

Don't Sabotage Your GTM!

Want to make your sales Go-to-Market (GTM) plan bullet proof? Check out these tips.

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Enablement

Integrated Go-to-Market Planning

Skills Development & Best Practices

Quotas & Target Setting

Why Your Team Needs to Say Goodbye to Its Yearly Sales Plan

Considering moving to continuous planning? Read this article for reasons on why you should and hints on how you can.

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Alignment to Plan

Integrated Go-to-Market Planning

Tracking Performance to Plan

10 Steps to Sales GTM Planning

Need some simple guidelines for sales GTM planning? This article outlines the basics that you should focus on.

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Integrated Go-to-Market Planning

Quotas & Target Setting

Workforce Design

The RevOps Expert’s Guide to Sales Territory Mapping

Territory mapping is the foundation of your customer segmentation strategy. Here's how good territories optimize your GTM plan.

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Segmentation & Territories

Integrated Go-to-Market Planning

5 Reasons to Migrate to a Territory Mapping Software

Wondering whether it's time for you to migrate to a mapping software? Here are 5 reasons why you should!

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Segmentation & Territories

How to Optimize Your Sales Territory Planning

Before you start carving territories on a map, take a step back to look at your goals and process for creating the territory plan.

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Segmentation & Territories

Roles, Coverage & Capacity

Lessons From the Trenches: Navigating GTM Planning in the COVID-19 Era

How has COVID-19 impacted go-to-market (GTM) planning? And how will those changes impact RevOps in the future?

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Alignment to Plan

Set Your Team Up for Success: Thinking Through the Quota Setting Process

Accurate quota setting can make or break sales team productivity. Read this best practice guide for quota setting success.

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Tracking Performance to Plan

Tracking Targets

Automate Revenue Operations

Fullcast.io - The Platform for Revenue Operations

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Capacity Planning & Solving Account Ownership issues: What Every Organization Needs to Know

What is sales capacity planning? How do you address sales coverage gaps and continuously update your GTM plan?

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Integrated Go-to-Market Planning

Tracking Performance to Plan

Tracking Hiring Plan & Capacity

Roles, Coverage & Capacity

Building a Data Governance Strategy

Why does every organization need a data governance strategy? Because if you want usable data, this will save you time and $$.

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Alignment to Plan

Operationalizing Your Account Scoring Model with Fullcast

What is account scoring? Read to learn what, why, and how of account scoring for your sales strategy

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Alignment to Plan

Finding the Common Ground: Why Sales and IT Need to Learn to Work Together

Sales and IT may feel like they are worlds apart, but these two critical teams need to be able to work together for RevOps success.

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Channel Design

Facebook leak, GDPR & why should we care?

We asked a few of our customers in Feb 2018, “Are you ready for GDPR?”. The most common response was, “what is it?”...

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Data Hygiene

Compliance

Alignment to Plan

fullcast.io Product Release December 2019

Introducing: Plans fullcast.io's latest product release allows users to manage multiple sales plans in a single instance...

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Alignment to Plan

Data Governance: Salesforce Objects

This article was posted by Sales Hacker on October 10, 2019. You can view the original article here. Reliable data is ev...

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Alignment to Plan

Maximizing Q1

You’ve spent Q4 meticulously working through your sales plan. You’ve defined territories, segmented accounts, set targets...

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Alignment to Plan

It's 2019, Still Segmenting and Planning in Excel

This article was originally published on the Smart Selling Tools blog on August 27, 2019. You can read the original vers...

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Alignment to Plan

Introducing a Balanced Scorecard for Aligning Toward Growth

This post was originally published by Forbes on August 27th. You can view the original article here. Recently, I came ac...

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Alignment to Plan

fullcast.io Product Release September 2019

Introducing: Automated Workflows for Territory Assignments, Quota Management, and Compensation fullcast.io's latest prod...

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Alignment to Plan

Data Policies: Don't Fix Your Bad Data

It’s estimated that bad data costs companies between 15 and 25 percent of their total revenue. With clean data, companies...

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Alignment to Plan

Data Hygiene

L2R Automation & Policies

fullcast for Freshworks

Sales Operations Platform for Freshworks Complement your investment in Freshworks CRM with fullcast.io. This platform...

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Alignment to Plan

fullcast for Microsoft Dynamics

Sales Operations Platform for Microsoft Dynamics 365 Complement your investment in Dynamics 365 CRM with fullcast.io...

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Channel Design

5 Considerations For Buying Sales Planning Tools

How do you choose sales software that supports end-to-end go-to-market (GTM) planning? Follow these tips.

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Alignment to Plan

fullcast for Salesforce

Sales Operations Platform for Salesforce Complement your investment in Salesforce with fullcast.io. This platform inte...

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Alignment to Plan

What's Next for Sales Ops?

This is a condensed discussion about the future of Sales Ops originally aired on May 22, 2019 as a webinar discussion bet...

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Alignment to Plan

Sales Ops Leaders: Interview with Matt Haller

Welcome to Sales Ops Leaders, an interview series featuring sales ops professionals in all industries, company sizes, an...

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Alignment to Plan

Rethinking Sales' Go-to-Market Strategy

This article was originally published by Forbes on June 25th. You can view the original article here. Building a compa...

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Alignment to Plan

Sales Ops Leaders: Interview with Matt Cameron

Welcome to Sales Ops Leaders, an interview series featuring sales ops professionals in all industries, featuring Matt Cameron.

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Alignment to Plan

Sales Ops Leaders: Interview with Bill Dillmeier

Welcome to Sales Ops Leaders, an interview series featuring sales ops professionals in all industries, featuring Allie Marconi.

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Alignment to Plan

Sales Ops Leaders: Interview with Ganka Bobeva-Rosevear

Welcome to Sales Ops Leaders, an interview series featuring sales ops professionals in all industries, featuring Ganka Bobeva Rosevear.

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Data Hygiene

Sales Ops Leaders: Interview with Allie Marconi

Welcome to Sales Ops Leaders, an interview series featuring sales ops professionals in all industries, featuring Bill Dillmeier.

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Channel Design

Sales Ops Leaders: Interview with Brian McTeague

Welcome to Sales Ops Leaders, an interview series featuring sales ops professionals in all industries, here is the Interview with Brian McTeague.

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Alignment to Plan

Sales Ops Leaders: Interview with Lilian Mitchell

Welcome to Sales Ops Leaders, an interview series featuring sales ops professionals in all industries, here is the Interview with Lilian Mitchell.

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Alignment to Plan

Software-Defined-Ops

Aligning Sales Plan Strategy to Operational Execution Operational agility is key to driving sales growth. Teams able to q...

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Alignment to Plan

Three Priorities of Focus For Sales Transformation

Nancy Nardin of Smart Selling Tools interviewed fullcast.io Founder and CEO Dharmesh Singh for her series on Transforming...

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Roles, Coverage & Capacity

Why You Should Stop Trying to Set “Accurate” Quota

The start of a new fiscal year brings excitement about the possibility of achieving the next scale of your organization...

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Quotas & Target Setting

Alignment to Plan

Policies: What They Are and How They Function Within A Software-Defined Ops Framework

The definition of a policy from Wikipedia states: A policy is a deliberate system of principles to guide decisions and ac...

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Alignment to Plan

L2R Automation & Policies

fullcast.io GrowthOps Podcast

The world of Sales GrowthOps is ripe with innovation and ever-changing best practices. With your host, @Tyler Simons...

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Enablement

Data Is The New Oil – Only If You Can Capitalize On It

I was thinking about data and an Economist article I read a while back that had compared a new data center to the oil wel...

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Data Hygiene

Alignment to Plan

Welcome to GrowthOps

What is Growth Ops? It’s a question that we have encountered in almost all our engagements and this post defines GrowthOp...

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Alignment to Plan

Keep Your Room Clean

As a father of two teenage kids, I could not help but compare the average teenager to a fast-growing company’s CRM...

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Data Hygiene

Reflecting on TOPO Summit 2018

I am thinking about sales ops policy as I writing this post on my way back from the annual TOPO Summit in San Francisco...

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Alignment to Plan

How to Optimize Your Go-to-market plan

Whether you call it your sales business plan or your go-to-market plan - you can't just set it and forget it.

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Data Hygiene

Enablement

L2R Automation & Policies

Integrated Go-to-Market Planning

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