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Turf - Territory Management & Lead Routing
Easy & powerful territory management and Lead Routing
Overview
Easily create and manage territories and lead routing assignments. Define territories by any combination of Account Field and/or Geography. Run what-if analysis before making any changes and set the effective date into the future.
Now with Lead Routing! Turf now includes the ability to use the same geographic boundaries from Account Assignment to Lead Assignment as well... Or set up Lead Routing separately.
Visual territory management. Turf provides visual account management and prompts Sales Reps on what they should be doing today. Future date the territory changes. Define territory boundaries today with an Effective Date of the next fiscal period.
Define the Territory Team and each Team Member is added to the Account Team for all accounts that are assigned to the Territory.
All-in-One Territory Management Turf provides complete territory management natively within Salesforce.com. Territories can be defined based on account geography or ANY field (standard or custom) on the Account; this allows territories to overlay geographic boundaries. Turf will be Sales Ops new best friend. It makes maintaining territories easy 1. Territory Reassignment is a breeze... Simply update the Territory's Owner and submit the change (or set a future date for the change to take place). When the new territory owner comes to work, his territory will be waiting. 2. Territory Realignment is almost as easy... boundaries can be defined from a map or pasting in existing countries/states/zips manually. Run What If's to make sure the resulting territories work and submit the change to run immediately or at a future date. 3. Lead Routing. Use Turf Geographic boundaries to assign Lead Routing OR create separate Lead Routing definition. Throw the Sales Ops team a helping hand by giving them a tool to shorten their days and easily work through territory realignments.
Categories
- Business Needs
- Forecasting
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyCommunity BuilderManaged Package