0
2.7.1
Australia, Zurich Patch 3
Standalone Application
Sales Territory Management enables customers to systematically organize their sales efforts by segmenting them into distinct territories. These territories can be defined geographically, by product line, or by industry. The primary objective is to ensure that the right sales representatives address the appropriate accounts, leads, and opportunities, thereby optimizing sales activities. The focus is on dividing the market into manageable segments to ensure comprehensive and efficient coverage.
- Allocate sales regions efficiently to align with business complexity and distribute sales team for optimal performance.
- Ensure fair distribution of sales among sales representatives to reduce internal conflict, enhance accountability, and consistent performance across the sales organization.
- Ensure only authorized users access specific records, maintaining security and compliance.
- Manage large sales teams efficiently with a structured, rule-based method that ensures clarity, consistency, and scalability.
New
- Accounts are now automatically assigned to a sales territory at creation time when an active sales territory model is configured, removing the need for manual assignment.
- When an Account's Sales Owner is synced to the Account Team Member table, the member is now created as Active with a start date recorded.
Changed
- Sales Territory Management is now supported with Fluent.
- The Run Assignment algorithm has been characterized for maximum supported territory hierarchy depth.
Fixed
- A minor issue for Territory assignment on manual Opportunity Allocation splits.
- Eliminated repeated errors and processing overhead during territory access evaluation on Opportunity and Quote records thereby improving preformance.
Not applicable for this application version.
- Required plugins and products
- com.sn_tp_crm_extn
- com.sn_l2c_sales_common
- com.snc.l2c_core
- Dependencies
- None
- Properties that need to be created or set to activate the content pack
- sn_sales_territory.default_sales_model - Enter the sys_id of an active sales territory model. By default, this model and its territories will be utilized for sales territory assignments.
- Affected business rules
- Affected script includes
- .jar files that need to get uploaded, if applicable