Fullcast Plan review

Fullcast Plan is aimed at RevOps teams that treat territory design as one step in a yearly go-to-market plan. Territories, quotas and capacity are modeled together, so a change to headcount flows through to coverage and targets rather than living in separate spreadsheets. Fullcast says planners can run complex territory planning on multiple metrics and KPIs in as little as 30 minutes, and the product connects directly to Salesforce, ServiceNow, HubSpot and Microsoft Dynamics so plans stay in step with CRM data. The wider Fullcast platform adds lead and account routing and commissions, which means the plan can drive assignment and pay. Fullcast describes its territory and quota suite as ideal for large organizations and enterprise teams, prices it by users and quotes it through sales. Field teams that only need to draw boundaries on a map will find it heavier than they need.

Who it is for

RevOps teams at large B2B organizations

Price

See vendor pricing (USD check pending): priced by users through sales.

US price check pending. See the vendor pricing page.

Key features

• Territory planning using multiple metrics and KPIs
• Quota and capacity planning in the same model
• Scenario planning for headcount and territory changes
• Direct connections to Salesforce, ServiceNow, HubSpot and Microsoft Dynamics
• Lead, account and opportunity routing tied to the plan

Strengths and weaknesses

• Strength: Territories, quotas and capacity are planned together
• Strength: Connects to several CRMs, not only Salesforce
• Strength: Same platform covers routing and commissions
• Weakness: No published prices
• Weakness: Positioned for large and enterprise teams
• Weakness: More than a small field team needs

Key facts

• Pricing: Quote only, priced by users
• CRMs: Salesforce, ServiceNow, HubSpot, Microsoft Dynamics and more

Where it ranks

Fullcast Plan is No. 6 in our Best Territory Management Software verdict.