AI-Assisted Territory Management
Put territory management on autopilot
Build better territories, simplify change management, and get reps selling faster
It’s easy to get started
Equitable Territories Backed By Data
Optimize territories as your team scales with AI-assisted territory design and territory performance monitoring
More Time To Strategize
No more jumping back and forth between Excel and your CRM. Create, carve, and rebalance territories all from a single platform
Visibility Like Never Before
Get a complete and accurate view of any changes to territory performance to make more informed decisions with cross-object reporting
Features
One central place to build, manage, and visualize your territories
Instant Book Creation
Get new reps onboarded and ramped faster with pre-created books personalized for them
Smart Rebalancing
Pick your north star and decide on the timeline to get there, from glide path to complete recarve
Scenario Planning
Build, test, and compare different headcount and territory “what-if” models instantly – implement with a single-click
Dynamic Books
Continuously refresh books to make sure your best accounts are getting the attention they deserve
Automated Assignments
Intelligent routing to ensure the right accounts are always getting to the right rep
Territory Analytics
Get full visibility into performance by territory and quickly identify areas that need to be addressed
Rules of Engagement Compliance
Correct infractions and provide reps with coaching and enablement in real-time
Holdover Configuration
Minimize disruption and prevent unnecessary conflict as your team grows and scales
Customizable Alerts
Always on monitoring ensures your territory plans adapt at the speed of your business