Clone activity plans for a new cycle, review and adjust them in the mobile app, and configure Time Off Territory downtime categories so events match how your organization schedules.
- Set Up Key Account Management Faster with an AI Coding Agent
Automate the multi-step Key Account Management (KAM) implementation process by using an AI coding agent that handles all the prerequisite setup tasks—like permission set assignments and stakeholder picklist creation. Get standardized goals and tasks that you import directly into account plans and territory business plans. Use natural-language utterances to provide record data for the KAM user, territory, account, product, or the stakeholders—or confirm the data that’s supplied by your agent. Built-in guardrails help you stay compliant: the agent asks for your explicit approval before taking any org-wide action and verifies record data against your org before submitting changes. Complete the implementation process at your own pace by pausing and resuming sessions as needed. - Clone Activity Plans Instead of Building Them from Scratch
Create activity plans in a fraction of the usual time by cloning an existing plan. Instead of building thousands of records manually or through data imports, copy a plan's entire hierarchy of goals and goal measures for your chosen time period and territories. Then sync the plan to your current territory alignment and fine-tune account-specific goals before you activate it, so your sales reps start each cycle with accurate, aligned targets. - Review and Adjust Activity Plans in the Mobile App
Your field reps no longer need a laptop to take part in the activity plan review cycle. Now they can review their assigned goals on the go, adjust interaction targets, add or remove accounts, and submit changes for approval—right from the mobile app on their iPad with an internet connection. - Configure Time Off Territory Categories to Meet Your Organization’s Scheduling Needs
Represent your organization's unique downtime categories by configuring time off territory (TOT) events, such as company celebration days, training, and regulatory duties. Apply TOT rules to these downtime categories to specify whether users can schedule these TOT events alongside other activities, reducing scheduling conflicts, and staying aligned with your organizational policies.