Reduce manual work and keep assignments accurate by automating complex territory alignments.
- Manage Complex Territory Alignments with Advanced Rules
Reduce manual work and eliminate the need for custom implementations or external alignment tools by configuring advanced rules in Sales Planning and running them on a recurring schedule to keep alignments current. Create territory alignments based on healthcare provider specialties, geographic information, multiple addresses, and other segmentation criteria using a CRM Analytics dataset that supports addresses and specialties. - Find Accounts Faster with Relevance-Based Search on the iPad
Spend less time scrolling through an undifferentiated mix of Account Search results to find the account you’re looking for. The improved Account Search now surfaces the strongest account matches first, prioritizing results by relevance rather than alphabetically. Dynamic filters help you switch between address-only matches, account-only matches, and a consolidated view, eliminating the need to drill into individual results to pinpoint the field matched. Earlier, Account Search produced a single list of accounts in alphabetical order, with no indication of the matching field.