Territory and Quota

by CallidusCloud

Automate the Territory and Quota setting process

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Suited for: Enterprises

Helps with: Engagement Tools,Sales Process Management

Languages: English

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What is it all about?

CallidusCloud Territory and Quota solution
enables organizations to transform their territory definition and target setting process so that it’s completely online and managed with integrated collaboration, analytics and workflow. It saves time
and improves productivity by eliminating manual processes (spreadsheets, e-mail) for managing, auditing and tracking
territory definition and target setting combined with real time analytics to review historical ongoing performance and target attainment.

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Who is it for?

Freelancers

Startups

Agencies

SMBs

Enterprises

Key Features

• 100% thin-client, web-based application that can be deployed in days and require no hardware investment. • Intuitive, self-service application that can be accessed from a web browser and requires little or no end-user training. • Use historical and current metrics and data visualizations to guide the territory definition and quota setting process at all levels of the territory and quota program. • Create and manage multiple territory and quota programs simultaneously for multiple groups including sales, customer service, services, product specialists, tele-sales and channel. • Workflow based change requests, approvals and assignment acceptance. • Automated alerts for territory assignments and change requests. • Date effective and auditable.

Benefits

• Accelerate the definition of new territories and targets for your overall organization, sales force, dealers, and channel partners through an online, self-service, workflow-based application. • Provide real time historical performance analytics to aid in territory segmentation and realistic goal setting. • Track the territory and financial planning process and negotiation within the organization. • Eliminate the need to manually distribute, receive and submit multiple spreadsheets by e-mail, mail or fax. • Enable participants to gain immediate insight into their prospective territories and targets and allow them to communicate acceptance or request changes through embedded communication workflow and email notification. • Increase the satisfaction of the field through streamlined process, improved service level and reduced errors. • Integrates seamlessly with other CallidusCloud solutions.

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