Case Study: FinancialForce cuts territory planning hours by 75% with VALiNTRY360's Salesforce Enterprise Territory Management implementation

FinancialForce cuts territory planning hours by 75% with VALiNTRY360

FinancialForce, a financial software company, faced a significant challenge in managing its global account distribution and territory planning using spreadsheets. This manual process was labor-intensive for the sales operations team and prone to errors, as every change required reconciliation between the plan and Salesforce. VALiNTRY360 was engaged to help eliminate the spreadsheet and reduce the intensive workload.

VALiNTRY360 implemented a Salesforce Enterprise Territory Management solution within FinancialForce's Sales Cloud environment. This included automated assignment rules and Territory Planning for modeling changes. The solution eliminated the spreadsheet, optimized territories across all global regions, and resulted in a 75% reduction in labor hours spent on the territory planning process.

FinancialForce