Integrated Territory Feedback Overview
Align enables end-users to provide feedback regarding targeting assignments and changes to their territory. This streamlines the planning process by allowing end-users to view changes to their territory directly on their devices as well as enabling administrators to configure rules to automatically accept or reject certain challenges to that territory.
For example, the administrator at Verteo Biopharma makes several changes to territories for the upcoming cycle, including dropping and adding certain accounts and geographies, a list of target accounts, and interaction goals. When the changes are final, Sarah Jones is able to enter the Integrated Territory Feedback screen from Vault CRM. She is able to view future changes to her territory, log challenges against her account assignments and interaction goals, and submit those challenges to her manager for approval. Once the challenges are finalized by the manager and applied by the Align administrator, the future territory changes are pushed to CRM.
Do not run an Assignment Preview during an MC Cycle's feedback period.
Integrated Territory Feedback is a feature in both Align and in Vault CRM. It consists of the following components:
- Align Configuration
- Basic Integrated Territory Feedback Configuration
- Configuring the Approval Process
- Caching in Integrated Territory Feedback
- Defining Challenge Reasons
- Searching Outside of a Territory in Integrated Territory Feedback
- Using Feedback in Vault CRM – The following additional functionality is available when using Integrated Territory Feedback:
- Reviewing Feedback as a Manager
- Creating Challenges in Manager Feedback
- Searching Outside of Territories as a Manager
Who can use this feature?
- Browser Users
- Users require an Align License
- Business Admin Users
Users and Roles
Territory Feedback is used by the following user types with the following responsibilities:
- Align Business Admin – A Vault CRM Align operational user
- Creates and populates the new modeling project
- Defines and adjusts the territory structure, MC Cycle, rules and approval process
- Makes the model available for feedback
- Makes final adjustments and publishes models after feedback.
- CRM End User – A Vault CRM 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
- CRM Manager – A Vault CRM User
- Uses the browser 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
