Ascent Cloud for Sales Operations

Get your processes in order and set your reps up for success with Ascent Cloud’s solutions. Tasks & processes such as data management are made easier with visualization tools and performance tracking. Map your data to provide context; if you have thousands of records, throw them up on the map to make the data easier to analyze.

Reveal business insights and visualize your Salesforce data using geolocation and performance management. Design territories for optimal coverage, streamline updates with mass edits within the map and even automate assignments and actions based upon geography.

Geographic Searching & Analysis

Geopointe’s geographic searching and analysis provides users with the ability to evaluate data geographically using advanced filtering capabilities. It’s easy to identify geographic concentrations of open or closed opportunities (or cases), and to use these insights to strategize about where to focus future efforts. The map adds an extra dimension a list view or report cannot: a geographic understanding of where your records are and how they relate to each other in proximity.

Territory Management

With Geopointe, you have the ability to easily design, analyze and reassign territories in order to distribute sales leads, service cases, or other location-related data. Gain the ability to quickly update account ownership, and analyze whether your territories are balanced properly using assignment plans and shape editor.

Mass Update Records

Simplify the process required to update fields to multiple records with mass updates. Leave behind the hassle of exporting and reimporting data into Salesforce and gain the ability to update a field to a specified value for many records at once, whether they are contained within a shape on the map or selected from the list of mapped records.

Let’s see how Ascent Cloud solutions can improve your Sales Operations processes