0
1.0.6
Zurich Patch 10
Standalone Application
This plugin is to support Territory related setup for IncentIQ application.
- Supports organizations with complex geographic, regional, and sales territory structures.
- Eliminates the need for custom territory mapping outside ServiceNow.
- Improves governance through territory-specific access controls.
- Simplifies territory-based quota assignment and incentive administration.
- Enables scalable compensation management for growing sales organizations.
This plugin is an extension plugin for IncentIQ application.
- Supports organizations with complex geographic, regional, and sales territory structures.
- Eliminates the need for custom territory mapping outside ServiceNow.
- Improves governance through territory-specific access controls.
- Simplifies territory-based quota assignment and incentive administration.
- Enables scalable compensation management for growing sales organizations.
Key Features
- Territory-Based Incentive Management
- Configure incentive plans, quotas, and user assignments based on Sales Territories instead of Business Units.
- Seamless ServiceNow Sales Territory Integration
- Leverages the native ServiceNow Sales Territory Management data model and hierarchy without duplicating territory data.
- Optional Extension
- Can be installed independently on top of the IncentIQ application. Customers who do not use territory-based sales structures can continue using standard Business Unit-based configurations.
- Flexible Business Dimension
- Supports configuring incentive management using either Business Units or Territories, allowing organizations to choose the structure that best matches their sales model.
- Territory-Based User Assignment
- Assign sales representatives, managers, and participants to territories for incentive plan eligibility and quota management.
- Territory-Based Plan Management
- Create and manage incentive plans targeted to specific territories.
- Territory-Based Quota Management
- Define and assign sales quotas by territory to support territory-driven compensation models.
- Territory Manager Approvals
- Automatically routes approval workflows to the appropriate Territory Manager based on territory ownership.
- Role-Based Security
- Provides Territory Administrator access controls, ensuring users can manage only their assigned territories.
- Hierarchical Territory Support
- Supports parent-child territory relationships, enabling access inheritance and roll-up reporting across territory hierarchies.
- Portal and Workspace Support
- Territory-based configurations and approvals are available through both the IncentIQ Portal and administrator interfaces.
- Automatic Feature Detection
- IncentIQ automatically detects whether the Territory Extension is installed and enabled, exposing territory functionality only when available.
- No Impact on Existing Implementations
- Existing Business Unit-based implementations continue to function without modification, making adoption simple and non-disruptive.
- App Name (Mandatory) - IncentIQ
App id: x_ctans_incentnow
- App Name (Mandatory) - Sales Territory Management
App id: sn_sales_territory