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]