Accelerate Territory and Quota
Planning, Distribution and
Acceptance
Key Features
•100% thin-client, web-based
application that can be deployed
in days and require no hardware
investment.
•Intuitive, self-service application that
can be accessed from a web browser
and requires little or no end-user
training
•Use historical and current metrics
and data visualizations to guide the
territory definition and quota setting
process at all levels of the territory
and quota program.
Quota setting taking too long? Cumbersome
Territory definition process slowing you down?
Poor visibility limiting ability to monitory
progress?
Callidus Territory and Quota solution extends your Sales
Performance Management (SPM) platform, providing a powerful
tool for defining territories, setting targets and rolling these out
to each payee … and it’s from CallidusCloud, creator of the only
solution that is being used today to drive the performance of
over 1.9 million sales professionals globally. Callidus Territory
and Quota Management is specifically designed for the
following:
•Create and manage multiple territory
and quota programs simultaneously
for multiple groups including sales,
customer service, services, product
specialists, tele-sales and channel.
•Workflow based change requests,
approvals and assignment
acceptance.
•Automated alerts for territory
assignments and change requests.
•Date effective and auditable.
6200 Stoneridge Mall Road, Pleasanton, CA 94588 I www.calliduscloud.com I 1 866 812 5244 I © 2013 CallidusCloud – Proprietary & Confidential
Benefits of Territory and Quota
•Accelerate the definition of new
territories and targets for your
overall organization, sales force,
dealers, and channel partners
through an online, self-service,
workflow-based application.
•Provide real time historical
performance analytics to aid in
territory segmentation and realistic
goal setting.
•Track the territory and financial
planning process and negotiation
within the organization.
•Eliminate the need to manually
distribute, receive and submit
multiple spreadsheets by e-mail, mail
or fax.
•Enable participants to gain
immediate insight into their
prospective territories and targets
and allow them to communicate
acceptance or request changes
through embedded communication
workflow and email notification.
•Increase the satisfaction of the
field through streamlined process,
improved service level and reduced
errors.
•Integrates seamlessly with other
CallidusCloud solutions.
• Existing customers who want to enhance the territory
definition and quota setting process and maximize the value of
the investment in Callidus SPM solutions
• New customers who want to quickly implement an online,
self-service territory and quota management solution with
integrated workflow process either independently or integrated
with the existing sales performance management system
With Callidus Territory and Quota, organizations can now
transform the territory definition and target setting process
so that it’s completely online and managed with integrated
collaboration, analytics and workflow. It saves time and
improves productivity by eliminating manual processes
(spreadsheets, e-mail) for managing, auditing and tracking
territory definition and target setting combined with real time
analytics to review historical ongoing performance and target
attainment.
Why Choose Territory and Quota?
Business leaders know that well defined territories and
optimized quota setting impacts directly on sales results.
CallidusCloud’s Territory and Quota helps organizations to:
Model Your Business
• Define territory and quota program hierarchies based on any
customer attribute that mirror your business.
Plan Fast
• Create territories and distribute quotas faster and easier.
Set Quotas
• Align quotas to corporate targets and business potential.
Distribute Responsibility
• Assign and/or delegate organizational segmentation,
territories and targets to specific users.
Streamline Acceptance
• Workflows for acceptance and distribution tasks with
automated notifications.
By investing in territory planning and accurate quota setting,
sales leaders can drive significant gains in overall attainment and
revenue.
Contact Us
For more information on Territory and Quota, visit:
http://www.calliduscloud.com/products/territory
or call 1 866 812 5244
6200 Stoneridge Mall Road, Pleasanton, CA 94588 I www.calliduscloud.com I 1 866 812 5244 I © 2013 CallidusCloud – Proprietary & Confidential