Once you’ve finalized your sales plan, you can simply use the ‘Publish’ action to assign territories within your Salesforce CRM environment and activate them in Geopointe.
You can publish your entire territory model, including all associated territory assignments, directly to Geopointe. This tight integration eliminates the need for manual data entry or complex synchronization processes which saves you valuable time and reduces the risk of errors.
You have the flexibility to publish the entire territory model or selectively publish specific territories, allowing you to align your go-to-market strategy with your unique business requirements. By leveraging the “Publish to Geopointe” feature, you can ensure that your sales teams are operating within the optimized territory structure, enabling better sales coverage, resource allocation, and overall operational efficiency.
To learn more about the Publish to Geopointe feature, visit our help site.
Build, balance, and optimize your territories in minutes.