Case Study: Snap Finance improves sales performance with Ascent Cloud and Geopointe

Snap Finance improves field sales execution and territory planning with Geopointe

Snap Finance, a digital finance company specializing in consumer financing, faced a challenge with manual and siloed territory planning that left its sales team without guidance or visibility. To bring structure to their rapid growth, they partnered with Ascent Cloud, adopting their Geopointe solution to improve field execution.

The solution expanded to include Ascent Cloud’s full suite, Territory Planner and LevelEleven, creating a unified Sales Performance Management system. This allowed Snap Finance to optimize territories with rules-based assignments, gain visibility and accountability through field check-ins in Geopointe, and enhance coaching with real-time performance metrics. The results included saved time, improved accuracy in territory management, and a transformed, predictable sales operation fully within Salesforce.

Snap Finance