SMARTPLAN
BUILD BALANCED TERRITORIES IN MINUTES
SmartPlan enables RevOps teams to conduct complex territory planning using multiple metrics and KPIs—without the use of a single spreadsheet—in as little as 30 minutes.
Move beyond Geographic Territories
Easily build balanced territories based on any criteria, such as the number of accounts, ARR, account score, or any other field or metric that optimizes rep and company opportunity.
Minimize Disruption
Decrease disruption and rep dissatisfaction. Build your territories without disturbing any existing relationships, named accounts, or account hierarchies.
Deploy Instantly
When ready, automatically deploy your new territory plan into your CRM with the push of a button.
CASE STUDIES
Udemy Reduces Planning Time from Months to Weeks
How Fullcast helped Udemy reduce planning time from months to weeks using one integrated platform.
OwnBackup Case Study: Next-Level Territory Planning with Fullcast
Want to optimize your sales operations? We do Territory Segmentation, Lead Routing, and Account Hierarchies for OwnBackup.
Iterable Case Study: Equitable Territory Planning with Fullcast
Fullcast helped Iterable build better territories that drive more sales, as well as automate GTM activities for RevOps efficiency.
Collibra Improves Collaboration and Slashes Planning Time by 30%
Using Fullcast, Collibra implemented a new territory segmentation model while improving collaboration and slashing territory planning time by 30%.
Zones Case Study: Achieving RevOps Balance with Fullcast
Want to balance your territories (and all your go-to-market, really)? Learn how Fullcast helped Zones achieve balance.
Degreed Orchestrates the Entire RevOps Engine with One Consolidated Platform
Degreed consolidated their tech stack and orchestrated the entire GTM engine with Fullcast.
Frequently Asked Questions
Can I share my plans, models, etc. with colleagues for collaboration?
Yes! Since Fullcast is cloud-based, it’s super easy to share all of your plans and data with whomever you choose. No more digging through your files for the right spreadsheet—it’s all there on the Fullcast platform.
Will my data and strategy information be secure with Fullcast?
Your data and confidential company strategies will always be completely safe with Fullcast. We take our clients’ security very seriously, and we’ll always take whatever precautions necessary to ensure that your data remains safe.
Do I need any additional software to integrate with Salesforce?
Nope! It’s easy to connect Fullcast to your existing Salesforce accounts (or any of our current integration partners). Just follow the guidelines provided in the platform and contact the Fullcast team if you run into any issues along the way.
How long will it take for changes to translate from Fullcast to Salesforce?
Any changes you make in the Fullcast platform will be pushed to Salesforce instantaneously. No waiting for spreadsheet updates or uploads—just the information you need as soon as you need it.
Can I assign territories based on nongeographic criteria?
You can assign territories based on any firmographics that make sense for your business. Geographic location is just one of the many criteria you can use to sort and assign territories. You can also assign territories based on size, industry, budget, and more.
Will changes in Salesforce (sales, pipeline changes, etc.) be reflected back to Fullcast automatically?
Yes! Two-way integration means that any changes that occur within Salesforce will also be sent to Fullcast, so you can plan your strategy with confidence, knowing that you’re working with the most up-to-date sales data possible.