Territory managers receive a ranked daily feed of account opportunities, risks and recommended actions, built from sales activity and the knowledge of top performers.
DistributionA national trade-supply distributor deployed the workflow to more than 2,500 territory managers across a network of over 760 locations. The system works above the existing sales stack and turns experienced reps' account judgments into a guided daily routine.
Reps have to piece together signals across fragmented systems. Strong performers know where to look, but their approach to prioritising accounts and moving deals is hard to repeat across a large sales organisation.
Select a stage to see the records it uses, the action it takes and the result.
Reps choose what to send when the workflow prepares account outreach.
Managers can identify quiet accounts that would otherwise lose attention to the customers who call most often.
A large team can use the prioritisation knowledge that previously stayed with a few experienced people.
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