Case Study: Iterable increases pipeline and territory planning efficiency with Fullcast

Equitable Territory Planning with Fullcast

Iterable, a cross-channel marketing platform, faced a challenge in creating equitable sales territories for its reps using inefficient manual processes in Google Sheets. This led to internal conflicts over accounts and unreliable data, which became a significant obstacle as the company prepared to double in size. They turned to Fullcast's territory management software to solve these issues.

Fullcast implemented a solution featuring visual territory planning, automated assignment, and data cleansing. This strategic approach saved Iterable one month of planning time and enabled a successful 60-day territory plan rollout. The results were substantial, including a 20% increase in pipeline creation, a 3X boost in productivity, and a much more efficient RevOps team freed from manual work.

Iterable

David Zwerin

Sr. Sales Operations Director