TERRITORY MANAGEMENT SOLUTION

Mass Territory Reassignment
for Salesforce

Prevent leads and accounts from being owned by inactive reps with mass territory reassignment.

  • No code, data loads, or spreadsheets   
  • Quickly reassign records including child objects
  • Track ownership changes in Salesforce

JOIN OTHER HIGH GROWTH COMPANIES WHO TRUST TRACTION COMPLETE

Missing sales opportunities due to bad data?

Increase autonomy

Give sales managers the ability to quickly update territory ownership in Salesforce so no lead, account, or opportunity goes untouched.

Reassign in minutes not weeks

Skip the spreadsheets and data loads. Make mass changes to account ownership, including related child objects, all inside of Salesforce.

Unlock a 360-degree view

Get a consolidated view of all records associated with a territory to eliminate time spent searching across Salesforce and building reports.

What is mass territory reassignment?

Traction Complete empowers revenue operations teams and Salesforce Admins to reassign territory ownership and their related objects by simply changing the owner. With automation, you can ensure ownership changes are cascaded down across all records including leads, contacts, accounts, opportunities, custom objects and more.

Why do you need it?

Inaccurate territory ownership in Salesforce can cause great-fit accounts and leads to be assigned to inactive sales. This can result in territory conflicts, subpar customer experience, and missed sales opportunities.

How Traction Complete can help

One-click reassignment

Reassign territories and all related records without leaving Salesforce

360-degree territory view

Get a consolidated view of all related records in a territory

No code

Build assignment rules to match your organization's needs

Book a demo
GET THE GUIDE

How to Avoid Mass Territory Reassignment Pains

Spending hours manually reassigning territories after reps join or leave? Need to split territories or avoid account conflicts? This is a practical guide to stop the slowdown when records get assigned incorrectly, and worst of all, when perfectly good sales opportunities get lost in the abyss without you even knowing it.

Learn how to simplify and speed up your process with this free mass territory reassignment guide.

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Additional Resources

Looking for more?

Check out our latest blogs and webinars

VIEW ALL BLOGS
territory reassignment Territory Management
September 14, 2023

8 Signs You’re Doing Territory Reassignment the Old Way

There's a better way to reassign records.
Sales performance Territory Management
June 24, 2022

Always Be Optimizing: Salesforce Territory Management Best Practices

Ensure that your territory planning is a winning strategy.

Ready to solve your Mass Territory Reassignment pains?

See Traction Complete’s suite of tools in action to learn how you can make the most of your data in Salesforce.

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