Optimize the Efficiency of Customer Success Operations

When CSOps runs efficiently it’s easy to retain and expand existing customers.  Fullcast helps you plan and manage your CS GTM (territories, quotas, capacity) with agility, even when your plans are constantly changing. 

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Build CS Territories Using Criteria that Matter to Your Business

Your customers aren’t one-size-fits-all, and your CS books of business shouldn’t be either. Fullcast lets you assign accounts based on any criteria (load, company size, product) so that the right CS resources are focused on the right customers.

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Drive Efficiency With GTM Automation

Operationalizing a GTM plan is no easy task.  Automated rules allow CS to deploy and enforce a strategic approach to managing existing customers. They keep your plan in sync with operations, even when facing constant change like staff attrition or strategy changes.  No spreadsheets or manual effort ever required.

Continuously Optimize Resource Assignments

What-if scenario modeling enables you to quickly test and determine the impact of new plans and, when ready, deploy them to your CRM with just one click.

Eliminate Organizational Silos

Stop chasing SalesOps down for the details. Understand and react to the Sales plan in real-time and coordinate from lead to renewal through one integrated platform.


Increasing Customer Retention and Growth With Efficient Customer Success Operations

Customer Success is on the front lines when it comes to customer retention and upsells. Here's how CSOps can help drive efficient growth.

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Account Routing: The Secret Weapon for Customer Retention and Growth

Lead Routing gets all the attention. But if you really want to focus on a customer retention strategy, Account Routing is an excellent tool.

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Managing Customer Success Go To Market

Need to make sure your renewal and expansion strategy gets pulled off? Optimizing customer success territories is essential. Watch this video to learn how.

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Frequently Asked Questions

Can I share my plans, models, etc. with colleagues for collaboration?
Will my data and strategy information be secure with Fullcast?
Do I need any additional software to integrate with Salesforce?
How long will it take for changes to translate from Fullcast to Salesforce?
Can I assign territories based on non-geographic criteria?
Will changes in Salesforce (sales, pipeline changes, etc.) be reflected back to Fullcast automatically?

The Ultimate
Guide to Territory Balancing

Is your team ready to move beyond geographic territories? Need to bring equity into your territory carving and balancing processes? Check out this eBook!

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