Automate the Territory and Quota setting process with Calliduscloud

Territory and Quota

Automate the Territory and Quota setting process with CallidusCloud’s Territory and Quota.

Linking territories and quotas gives you the ability to use actionable data based on historical performance and whitespace potential to value territories and then define, assign, and adjust quotas based on those territory values.

By optimizing Territory and Quota, CallidusCloud customers can expect:

  • A 15% increase in revenue from optimized territories
  • 10% “Lost Opportunity” recovered from defined territories and quotas

Determine the true value of your territories

Intuitively design, optimize, assign, and manage territories based on opportunity, workload, account information, and geography. Gain alignment between potential and sales capacity to maximize sales revenue.

Determine the true value of your territories

  • Define and manage sales territories based on products, accounts, geography, or any complex user defined criteria using an intuitive territory builder interface
  • Respond to market changes and rep turnover quickly to ensure no opportunity is lost
  • Prevent over or under allocation of accounts
  • Ensure every rep is productive by providing them a strategic list of accounts to target in record time

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Use data to make critical decisions

Tap into the data and systems you need to understand what your territories are worth and how targets should be allocated.

Use data to make critical decisions

  • Use historical performance metrics to understand how territories and accounts have performed in the past
  • Gain insight from market potential and territory saturation when valuing territories
  • Model “what if” scenarios to simulate changes in sales capacity
  • Automatically apply uplifts and distribute targets

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Assign Equitable Quotas

Set sales quotas using a self-service collaboration platform for quota allocation and team-based distribution, and gain real time visibility into quota attainment.

Assign Equitable Quotas

  • Improve attainment by setting quotas based on true potential and value of territories
  • Automate and accelerate quota setting, adjustments, and approvals using built in workflow
  • Allocate quotas based on allocation rules, with built-in assignment and variance rules
  • Gain real-time attainment visibility and react in real-time to achieve top results and boost overall quota attainment

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