Most companies spend months building territory plans, but executing them in Salesforce is where things fall apart. Accounts sit unassigned, handoffs lag, and reassignments get messy.
Now on demand: see how to close the gap and make your territory strategy actually work.
In this demo, you’ll see how to:
-
Automatically transfer accounts and opportunities when reps change
-
Keep complex territory logic simple with spreadsheet-style assignment tables
-
Reassign ownership in bulk with just a few clicks
-
Trigger updates instantly so your strategy gets executed, not just documented
Strategy only matters if it gets executed. Watch on demand to see how.
