SmartPlan - Advanced Strategies and Automation

This resource provides a video demonstration of five scenarios that leverage Fullcast SmartPlan to execute advanced territory management workflows.

Section Timestamps

• Review SmartPlan basics [4:15]
• Minimize disruption during re-carves and new fiscal years [5:50]
• Execute regular book refreshes using specific criteria [8:50]
• Create and automate a book refresh cadence [12:18]
• Add new territories through peel-and-grow or over carving strategies [15:30]
• Implement automated processes to enhance efficiency [19:18]