COVERAGE, CAPACITY, AND ROLES
OPTIMIZE COVERAGE WITH SALES CAPACITY PLANNING
Fullcast allows users to perform internal forecasting and plan balanced GTM strategies by creating capacity models to define roles and manage assignments wherever you need them most.
Iterable Case Study: Equitable Territory Planning with Fullcast
With the goal of segmenting territories equitably among sales reps, Fullcast helped Iterable create a process to optimize sales planning and increase productivity.
Perform Dynamic Coverage and Capacity Planning
With fullcast, your leadership teams can identify personnel needs, define roles, and continuously manage assignments in a single platform with automatic Salesforce implementation.
Create Role
Assignments
From ground-level sales reps to the managers who supervise them, fullcast enables you to create and assign roles based on real, data-confirmed needs.
Design and
Define Roles
Set the terms and rules of engagement of each role by setting targets, creating hierarchies, and defining details, all within the fullcast platform.
Edit Role
Assignments
As your business changes, so do your company’s staffing and assignment needs. Edit roles and assignments at any time so your operations stay aligned with your GTM.
Design and Organize
Sales Teams
Use the team designer to organize your salespeople into teams based on geography, sales specialty, experience, or other meaningful demographics.
Create Productivity
Profiles
Ensure accurate planning by creating ramp-based productivity profiles that indicate the expected productivity of team members within their specific roles.
Modeling
Continuously perform advanced scenario planning to figure out where tweaks should be made for peak performance and automatically push any changes to Salesforce.
Sync Your Capacity Plans Directly to Salesforce
Fullcast is the only RevOps platform that lets you create capacity plans that push directly to Salesforce with the push of a button, so your operations will always be aligned with your GTM strategy.
Perform Continuous Sales Capacity Planning
Make changes to your capacity and coverage plans whenever it makes sense to do so instead of banking your entire strategy on an annual plan that could be obsolete long before your next planning session.
Execute Coverage and Capacity Plans in a Single Dashboard
Fullcast enables users to manage all of their coverage and sales planning within the same dashboard, reducing the risk of error by keeping all of your data and strategy information in the same place.
CASE STUDIES
Udemy Reduces Planning Time from Months to Weeks
How Fullcast helped Udemy reduce planning time from months to weeks using one integrated platform.
Own Case Study: Next-Level Territory Planning with Fullcast
Want to optimize your sales operations? We do Territory Segmentation, Lead Routing, and Account Hierarchies for OwnBackup.
Iterable Case Study: Equitable Territory Planning with Fullcast
Fullcast helped Iterable build better territories that drive more sales, as well as automate GTM activities for RevOps efficiency.
Collibra Improves Collaboration and Slashes Planning Time by 30%
Using Fullcast, Collibra implemented a new territory segmentation model while improving collaboration and slashing territory planning time by 30%.
Zones Case Study: Achieving RevOps Balance with Fullcast
Want to balance your territories (and all your go-to-market, really)? Learn how Fullcast helped Zones achieve balance.
Degreed Orchestrates the Entire RevOps Engine with One Consolidated Platform
Degreed consolidated their tech stack and orchestrated the entire GTM engine with Fullcast.
Frequently Asked Questions
Can I share my plans, models, etc. with colleagues for collaboration?
Yes! Since Fullcast is cloud-based, it’s super easy to share all of your plans and data with whomever you choose. No more digging through your files for the right spreadsheet—it’s all there on the Fullcast platform.
Will my data and strategy information be secure with Fullcast?
Your data and confidential company strategies will always be completely safe with Fullcast. We take our clients’ security very seriously, and we’ll always take whatever precautions necessary to ensure that your data remains safe.
Do I need any additional software to integrate with Salesforce?
Nope! It’s easy to connect Fullcast to your existing Salesforce accounts (or any of our current integration partners). Just follow the guidelines provided in the platform and contact the Fullcast team if you run into any issues along the way.
How long will it take for changes to translate from Fullcast to Salesforce?
Any changes you make in the Fullcast platform will be pushed to Salesforce instantaneously. No waiting for spreadsheet updates or uploads—just the information you need as soon as you need it.
Can I assign territories based on nongeographic criteria?
You can assign territories based on any firmographics that make sense for your business. Geographic location is just one of the many criteria you can use to sort and assign territories. You can also assign territories based on size, industry, budget, and more.
Will changes in Salesforce (sales, pipeline changes, etc.) be reflected back to Fullcast automatically?
Yes! Two-way integration means that any changes that occur within Salesforce will also be sent to Fullcast, so you can plan your strategy with confidence, knowing that you’re working with the most up-to-date sales data possible.