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Territory Management by Ortoo | Enterprise Territory Planning and Assignment

Intelligent Territory Planning & Management, Custom Maps & Assignment Rules

No Ratings
Starting at $21   USD/user/month

Discounts available for nonprofits

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Industries
Horizontal Product
Financial Services
High Tech
Business Need
Geolocation
Lead & Opportunity Management
Sales Methodologies
Requires
Sales Cloud
Service Cloud
Compatible With
Sales Cloud
Service Cloud
Revenue Cloud

Intelligent Territory Management: Optimize Salesforce with customizable territories, automated territory assignment rules and real-time analytics. Boost planning, productivity and decision-making with seamless Salesforce integration & data-driven insights

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Revenue Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Territory Management/ver 0.9 0.9.0
Listed On
07/11/2024
Latest Release
11/01/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 12
Custom Tabs: 7
Custom Apps: 1
Lightning Components
Global: 12
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.2.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/05/2023

Additional Details

Territory Management, by Ortoo, is an advanced Salesforce-native app, designed to revolutionize your Sales and Support teams. With features like flexible territory definition & address normalization, it brings unparalleled clarity to your operations. Empower your teams with data-driven territory assignment that boosts productivity & effectiveness. From automated logic to real-time analytics, Territory Manager is your fully optimized territory management solution. KEY FEATURES • Flexible Territory Definition: Tailor your sales & support territories to meet your unique business objectives. • Territory Stamping: Automatically categorize leads & cases to streamline your territory management. • Address Normalization: Ensure uniform & standardized address formats for seamless operations across territories. • Channel Management: Coordinate distributors & resellers (and suppliers) within a unified territory framework. • Real-Time Tracking & Reporting: Fully integrated with Salesforce reporting tools for immediate analytics and insights. • Advanced territory assignment rules – Deploy dynamic rules which assign the work item to the right Salesforce user at the right time www.ortooapps.com

Need help?

Ortoo

London, UK

For PRE-SALES questions, please email sales@ortooapps.com For POST-SALES questions, please email support@ortooapps.com

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