Sales Planning: Territory Planning Reference Solution
Release: 2020-09-11
We deliver a new reference solution that supports territory planning and operational flow. The solution includes data models and a set of dashboards, and enables you to:
- Assign teams based on role.
- Change data capture for incremental export.
- Create a change request for an account transfer, and submit it for approval.
- Recommend territory.
- Segment accounts and carve territory.
- Use geo dimensions with data for countries and data for the US down to zip codes.