Using Targeting in Align - Available on Browser

Align operational users can perform targeting, enabling the generation of Multi-Channel Cycle Plan (MCCP) data within Align which is then made visible to users in CRM. Targeting allows operational users to create MCCP data to identify the subset of account assignments that should be targets for a given sales cycle, setting goals specific per channel and product.

Using Cycle Capacity Planning in Align - Available on Browser

Align admin users can compare expected utilization (i.e. total activity goals) of a Multichannel Cycle to a territory’s capacity. Capacity planning enables Align operational users to ensure that territories are optimized in terms of their utilization.

Creating Exclusive Assignments in Align - Available on Browser

Align operational users can prevent accounts from being assigned to multiple territories either globally or within the same field force. Additionally, administrators can designate accounts from a certain source as exceptions to these rules, allowing these accounts to be assigned to multiple territories at once. This grants greater control over the assignment process.

Using Location Based Targeting in Align - Available on Browser

To enable more specific targeting rules, which may be required in markets using child accounts, Align supports assigning child accounts to MCCPs, enabling targeting and activity goals based on an account's activity at a specific location.

Territory Feedback - Available on iPad and Browser

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.

25R3.2 Feature Enablement and Availability

The following table provides an explanation of feature enablement and user impact.

Vault CRM Feature Availability and Enablement
Feature	User Visible Change	Configuration Required	Browser	CRM Desktop (Windows)	iPad	iPhone	Windows (Beta)
Targeting
Using Targeting in Align - Available on Browser	No	Yes
Using Cycle Capacity Planning in Align - Available on Browser	No	Yes
Creating Exclusive Assignments in Align - Available on Browser	No	Yes
Using Location Based Targeting in Align - Available on Browser	No	Yes
Territory Feedback
Territory Feedback - Available on iPad and Browser	No	Yes
Territory Assignment
Using the Territory Information Panel - Available on Browser	No	Yes
Generating Align Geo Shapes - Available on Browser	No	Yes