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Edgewater Fullscope Blog

New Solution Release: Territory Management Version 2.0.0 for Microsoft Dynamics 365 for Customer Engagement

Mar 30, 2018 7:00 AM

Have you ever had a sales professional leave the company, with a new person coming in to manage that particular territory or customer set? The new seller needs to be added to the access team for all the old rep’s accounts. Sigh…does that need to be done manually? And who’s responsible? Or worse yet, 5 years from now, the original seller is still shown as the customer owner.

Thankfully, there is a simple solution for this – Territory Management for Dynamics 365 (CRM) from Fullscope. For the situation mentioned above, the territory rules for the original seller would be updated with the new seller in an easy to use, pre-built workflow. 

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Take Two Minutes: "For Better Territory Management"

Jan 19, 2015 7:00 PM

January Blog Series: New & Best Practices

Insights from:  Wendell Simmons (Product Management at Fullscope) and Art Small (Fullscope CRM Solutions Consultant)

[youtube https://www.youtube.com/watch?v=CcqViedeV7Y]

As companies differentiate and focus their sales resource for the best coverage, spreadsheets and adhoc lead assignments become unmanageable in Microsoft Dynamics CRM.

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