Territory Feedback Overview
Align enables end users to have early visibility of draft assignments and targets for the next sales cycle. They are then able to provide feedback in the form of challenges. A challenge is a change that the end user makes to an assignment or target within the territory.
Feedback can be submitted to managers for review and approval. Additionally, rules can also be configured to automatically accept or reject certain challenges. This streamlines the planning process by enabling draft plans to be refined by end-users prior to the start of the sales cycle.
Users require an Align License. See Vault CRM Licensing Overview for more information.
Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.
Users and Roles
Territory Feedback is used by the following user types with the following responsibilities:
- Align Operational User
- Creates and populates the new modeling project
- Defines and adjusts the territory structure, Multichannel Cycle, rules and approval process
- Makes the model available for feedback
- Makes final adjustments and publishes models after feedback.
- End User
- Uses the iPad platform to view upcoming changes to their territory
- Provides feedback on upcoming changes, including creating challenges to add or remove targets or accounts, as well as to adjust their goals
- Manager
- Uses the Browser platform to review feedback from end users and approve or reject challenges
- Provides additional feedback in the form of challenges
- Marks end users’ feedback as complete
