SmartPlan for Territory Management and Resource Alignment

This resource provides a video demonstration of five scenarios that leverage Fullcast SmartPlan to streamline territory management and resource alignment.

Section Timestamps

2:55 - What is SmartPlan?

6:50 - Walkthrough of SmartPlan Configuration Components

14:52 - Scenario 1: Design Equitable Rep-level Territories Leveraging Multiple Data Points

23:58 - Scenario 2: Optimize Territories in Industry Verticals by Dividing Concentrated Potential

27:06 - Scenario 3: Distribute Accounts According to Seniority

31:59 - Scenario 4: Align Sales Resources of Multiple Roles in a Pod Structure

34:06 - Scenario 5: Easily Manage Coverage for Reps on Leave