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Five business process questions to ask when designing an account assignment interface with Anaplan

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When it comes to building a comprehensive sales performance management strategy, the account assignment process is a foundational component that impacts several critical sales functions, including territory management, quota allocation, account-level potential, and account segmentation and scoring. It is also critical when defining several aspects of your organization, such as

  • Which reps are working on which accounts
  • Which accounts are being prioritized
  • Which coverage model is being utilized on each account
  • How well your territories are balanced
  • How quotas are allocated to each rep or territory

In this paper, discover five key questions you should ask to thoroughly vet your account assignment method.


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